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Blossom Wealth Management’s Bank of America BAC Stock Holding History

Blossom Wealth Management’s Portfolio BAC Stock Details BAC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$657K Sell
13,478
-2,155
-14% -$111K 0.97% 30
2025
Q4 		$860K Buy
15,633
+376
+2% +$19.9K 1.42% 19
2025
Q3 		$787K Hold
15,257
– – 1.27% 21
2025
Q2 		$722K Buy
15,257
+565
+4% +$23.8K 1.28% 21
2025
Q1 		$613K Sell
14,692
-2,715
-16% -$121K 1.23% 25
2024
Q4 		$765K Buy
17,407
+305
+2% +$13.4K 1.47% 19
2024
Q3 		$679K Buy
17,102
+315
+2% +$12.6K 1.37% 19
2024
Q2 		$668K Hold
16,787
– – 1.45% 19
2024
Q1 		$637K Hold
16,787
– – 1.53% 19
2023
Q4 		$565K Buy
16,787
+40
+0.2% +$1.17K 1.52% 20
2023
Q3 		$459K Buy
16,747
+252
+2% +$7.46K 1.47% 23
2023
Q2 		$473K Buy
16,495
+616
+4% +$17.6K 1.73% 21
2023
Q1 		$454K Buy
15,879
+2,545
+19% +$84K 1.85% 18
2022
Q4 		$442K Buy
13,334
+611
+5% +$21K 2.13% 18
2022
Q3 		$384K Sell
12,723
-25
-0.2% -$836 2.16% 18
2022
Q2 		$397K Buy
12,748
+90
+0.7% +$3.24K 2.01% 20
2022
Q1 		$522K Buy
12,658
+1,720
+16% +$77.6K 2.35% 13
2021
Q4 		$487K Buy
10,938
+805
+8% +$36.7K 2.4% 15
2021
Q3 		$430K Buy
10,133
+876
+9% +$35.3K 2.56% 17
2021
Q2 		$382K Buy
9,257
+4,080
+79% +$167K 2.87% 15
2021
Q1 		$200K Buy
+5,177
New +$179K 2.32% 18

Other funds holding BAC

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Blossom Wealth Management's BAC Position: Q1 2026 in Review

Blossom Wealth Management reduced its Bank of America (BAC) stake by 14% in Q1 2026, selling an estimated $111K and leaving 13,478 shares worth $657K. The position accounts for 0.97% of the portfolio, ranked #30.

Blossom Wealth Management first reported a position in BAC in Q1 2021 and has held it in 21 quarters since. The position peaked at $860K in Q4 2025. 3,459 funds tracked by Wall St. Rank hold BAC as of Q1 2026.

  • Blossom Wealth Management held 13,478 shares of Bank of America worth $657K as of Q1 2026.
  • Blossom Wealth Management sold 2,155 Bank of America shares in Q1 2026, an estimated $111K.
  • Bank of America made up 0.97% of Blossom Wealth Management's portfolio in Q1 2026, its #30 holding.
  • Blossom Wealth Management first reported a position in Bank of America in Q1 2021 and has held it in 21 quarters since.
  • Blossom Wealth Management's Bank of America position peaked at $860K in Q4 2025.
  • 3,459 funds tracked by Wall St. Rank held Bank of America as of Q1 2026.

Based on Blossom Wealth Management's 13F filing for Q1 2026, filed 29 Apr 2026.