BlueChip Wealth Advisors’s Bank of America BAC Stock Holding History

BlueChip Wealth Advisors’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	$427K	Sell	7,488 -350	-4%	-$18.6K	0.16%	106
2026 Q1	$382K	Hold	7,838	–	–	0.17%	104
2025 Q4	$431K	Sell	7,838 -184	-2%	-$9.73K	0.18%	94
2025 Q3	$414K	Sell	8,022 -781	-9%	-$38.1K	0.18%	92
2025 Q2	$417K	Buy	8,803 +414	+5%	+$17.4K	0.19%	97
2025 Q1	$350K	Sell	8,389 -1,000	-11%	-$44.6K	0.17%	106
2024 Q4	$413K	Sell	9,389 -972	-9%	-$42.8K	0.23%	83
2024 Q3	$411K	Sell	10,361 -2,305	-18%	-$92.4K	0.22%	95
2024 Q2	$504K	Buy	12,666 +1	+0%	+$38	0.3%	69
2024 Q1	$480K	Sell	12,665 -8,608	-40%	-$295K	0.31%	60
2023 Q4	$716K	Buy	+21,273	New	+$619K	0.5%	48

Other funds holding BAC

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

BlueChip Wealth Advisors's BAC Position: Q2 2026 in Review

BlueChip Wealth Advisors reduced its Bank of America (BAC) stake by 4.5% in Q2 2026, selling an estimated $18.6K and leaving 7,488 shares worth $427K. The position accounts for 0.16% of the portfolio, ranked #106.

BlueChip Wealth Advisors first reported a position in BAC in Q4 2023 and has held it in 11 quarters since. The position peaked at $716K in Q4 2023. 3,597 funds tracked by Wall St. Rank hold BAC as of Q2 2026.

BlueChip Wealth Advisors held 7,488 shares of Bank of America worth $427K as of Q2 2026.
BlueChip Wealth Advisors sold 350 Bank of America shares in Q2 2026, an estimated $18.6K.
Bank of America made up 0.16% of BlueChip Wealth Advisors's portfolio in Q2 2026, its #106 holding.
BlueChip Wealth Advisors first reported a position in Bank of America in Q4 2023 and has held it in 11 quarters since.
BlueChip Wealth Advisors's Bank of America position peaked at $716K in Q4 2023.
3,597 funds tracked by Wall St. Rank held Bank of America as of Q2 2026.

Based on BlueChip Wealth Advisors's 13F filing for Q2 2026, filed 30 Jul 2026.