Boit C.F. David’s Bank of America BAC Stock Holding History

Boit C.F. David’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	$5.23M	Hold	107,198	–	–	2.32%	15
2025 Q4	$5.99M	Hold	107,198	–	–	2.59%	13
2025 Q3	$5.53M	Hold	107,198	–	–	2.5%	15
2025 Q2	$5.07M	Hold	107,198	–	–	2.44%	15
2025 Q1	$4.47M	Sell	107,198 -10,000	-9%	-$446K	2.25%	16
2024 Q4	$5.15M	Hold	117,198	–	–	2.09%	15
2024 Q3	$4.6M	Sell	117,198 -1,200	-1%	-$48.1K	2.28%	16
2024 Q2	$4.71M	Sell	118,398 -1,578	-1%	-$60.5K	2.45%	13
2024 Q1	$4.43M	Hold	119,976	–	–	2.42%	13
2023 Q4	$4.02M	Buy	119,976 +11,769	+11%	+$343K	2.27%	13
2023 Q3	$2.89M	Hold	108,207	–	–	1.98%	19
2023 Q2	$3.1M	Hold	108,207	–	–	2.06%	18
2023 Q1	$3.25M	Hold	108,207	–	–	2.22%	17
2022 Q4	$3.58M	Hold	108,207	–	–	2.55%	14
2022 Q3	$3.27M	Buy	+108,207	New	+$3.62M	2.66%	13
2022 Q1	$4.46M	Sell	108,207 -1,444	-1%	-$65.2K	2.93%	10
2021 Q4	$4.88M	Hold	109,651	–	–	3.1%	9
2021 Q3	$4.72M	Buy	109,651 +6,309	+6%	+$254K	3.24%	7
2021 Q2	$4.26M	Buy	+103,342	New	+$4.24M	3.24%	9

Other funds holding BAC

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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 Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Boit C.F. David's BAC Position: Q1 2026 in Review

Boit C.F. David held its Bank of America (BAC) position steady in Q1 2026 at 107,198 shares worth $5.23M. The position accounts for 2.32% of the portfolio, ranked #15.

Boit C.F. David first reported a position in BAC in Q2 2021 and has held it in 19 quarters since. The position peaked at $5.99M in Q4 2025. 3,459 funds tracked by Wall St. Rank hold BAC as of Q1 2026.

Boit C.F. David held 107,198 shares of Bank of America worth $5.23M as of Q1 2026.
Boit C.F. David left its Bank of America share count unchanged in Q1 2026.
Bank of America made up 2.32% of Boit C.F. David's portfolio in Q1 2026, its #15 holding.
Boit C.F. David first reported a position in Bank of America in Q2 2021 and has held it in 19 quarters since.
Boit C.F. David's Bank of America position peaked at $5.99M in Q4 2025.
3,459 funds tracked by Wall St. Rank held Bank of America as of Q1 2026.

Based on Boit C.F. David's 13F filing for Q1 2026, filed 9 Apr 2026.