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Blue Chip Partners’s Bank of America BAC Stock Holding History

Blue Chip Partners’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
Q2 		$5.59M Sell
98,088
-2,674
-3% -$142K 0.35% 44
2026
Q1 		$4.91M Sell
100,762
-7,646
-7% -$395K 0.35% 43
2025
Q4 		$5.96M Sell
108,408
-3,674
-3% -$194K 0.43% 42
2025
Q3 		$5.78M Sell
112,082
-6,109
-5% -$298K 0.43% 41
2025
Q2 		$5.59M Sell
118,191
-21,356
-15% -$898K 0.46% 42
2025
Q1 		$5.82M Sell
139,547
-535,705
-79% -$23.9M 0.5% 45
2024
Q4 		$29.7M Sell
675,252
-8,093
-1% -$356K 2.55% 9
2024
Q3 		$27.1M Buy
683,345
+312
+0% +$12.5K 2.36% 13
2024
Q2 		$27.2M Buy
683,033
+19,999
+3% +$766K 2.51% 11
2024
Q1 		$25.1M Buy
663,034
+5,591
+0.9% +$192K 2.44% 13
2023
Q4 		$22.1M Buy
657,443
+16,650
+3% +$485K 2.31% 16
2023
Q3 		$17.5M Buy
640,793
+8,440
+1% +$250K 2.09% 19
2023
Q2 		$18.1M Buy
632,353
+21,050
+3% +$601K 2.06% 18
2023
Q1 		$17.5M Buy
611,303
+14,357
+2% +$474K 2.07% 20
2022
Q4 		$19.8M Sell
596,946
-5,011
-0.8% -$173K 2.46% 14
2022
Q3 		$18.2M Buy
601,957
+14,718
+3% +$492K 2.49% 12
2022
Q2 		$18.3M Buy
587,239
+15,472
+3% +$557K 2.33% 15
2022
Q1 		$23.6M Buy
571,767
+7,169
+1% +$323K 2.93% 8
2021
Q4 		$25.1M Buy
564,598
+9,915
+2% +$452K 3.15% 7
2021
Q3 		$23.5M Buy
554,683
+1,645
+0.3% +$66.3K 3.31% 7
2021
Q2 		$22.8M Buy
553,038
+848
+0.2% +$34.8K 3.26% 8
2021
Q1 		$21.4M Sell
552,190
-19,364
-3% -$668K 3.28% 6
2020
Q4 		$17.3M Buy
571,554
+47,003
+9% +$1.26M 2.71% 11
2020
Q3 		$12.6M Buy
524,551
+13,803
+3% +$344K 2.25% 22
2020
Q2 		$12.1M Buy
510,748
+261,505
+105% +$6.18M 2.38% 20
2020
Q1 		$5.29M Buy
+249,243
New +$7.47M 1.31% 28

Other funds holding BAC

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Blue Chip Partners's BAC Position: Q2 2026 in Review

Blue Chip Partners reduced its Bank of America (BAC) stake by 2.7% in Q2 2026, selling an estimated $142K and leaving 98,088 shares worth $5.59M. The position accounts for 0.35% of the portfolio, ranked #44.

Blue Chip Partners first reported a position in BAC in Q1 2020 and has held it in 26 quarters since. The position peaked at $29.7M in Q4 2024. 3,597 funds tracked by Wall St. Rank hold BAC as of Q2 2026.

  • Blue Chip Partners held 98,088 shares of Bank of America worth $5.59M as of Q2 2026.
  • Blue Chip Partners sold 2,674 Bank of America shares in Q2 2026, an estimated $142K.
  • Bank of America made up 0.35% of Blue Chip Partners's portfolio in Q2 2026, its #44 holding.
  • Blue Chip Partners first reported a position in Bank of America in Q1 2020 and has held it in 26 quarters since.
  • Blue Chip Partners's Bank of America position peaked at $29.7M in Q4 2024.
  • 3,597 funds tracked by Wall St. Rank held Bank of America as of Q2 2026.

Based on Blue Chip Partners's 13F filing for Q2 2026, filed 14 Aug 2026.