Boltwood Capital Management’s Bank of America BAC Stock Holding History

Boltwood Capital 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 Q2	$214K	Buy	+3,760	New	+$200K	0.05%	187
2022 Q3	–	Sell	-8,694	Closed	-$271K	–	145
2022 Q2	$271K	Buy	8,694 +352	+4%	+$12.7K	0.12%	133
2022 Q1	$344K	Sell	8,342 -100	-1%	-$4.51K	0.13%	132
2021 Q4	$376K	Hold	8,442	–	–	0.14%	123
2021 Q3	$358K	Sell	8,442 -212	-2%	-$8.54K	0.14%	125
2021 Q2	$357K	Buy	8,654 +412	+5%	+$16.9K	0.15%	123
2021 Q1	$319K	Sell	8,242 -400	-5%	-$13.8K	0.14%	126
2020 Q4	$262K	Sell	8,642 -300	-3%	-$8.04K	0.13%	131
2020 Q3	$215K	Hold	8,942	–	–	0.12%	135
2020 Q2	$212K	Buy	+8,942	New	+$211K	0.13%	123
2020 Q1	–	Sell	-9,252	Closed	-$326K	–	129
2019 Q4	$326K	Hold	9,252	–	–	0.18%	118
2019 Q3	$270K	Hold	9,252	–	–	0.17%	122
2019 Q2	$268K	Sell	9,252 -100	-1%	-$2.88K	0.17%	121
2019 Q1	$258K	Hold	9,352	–	–	0.17%	121
2018 Q4	$230K	Hold	9,352	–	–	0.16%	116
2018 Q3	$275K	Hold	9,352	–	–	0.16%	119
2018 Q2	$263K	Hold	9,352	–	–	0.17%	119
2018 Q1	$280K	Sell	9,352 -1,800	-16%	-$56.5K	0.19%	111
2017 Q4	$329K	Hold	11,152	–	–	0.2%	107
2017 Q3	$282K	Sell	11,152 -110	-1%	-$2.67K	0.18%	106
2017 Q2	$273K	Hold	11,262	–	–	0.18%	107
2017 Q1	$265K	Buy	11,262 +2,000	+22%	+$47.5K	0.19%	100
2016 Q4	$204K	Buy	+9,262	New	+$178K	0.16%	105
2014 Q1	–	Sell	-12,747	Closed	-$198K	–	88
2013 Q4	$198K	Hold	12,747	–	–	0.06%	86
2013 Q3	$176K	Hold	12,747	–	–	0.06%	87
2013 Q2	$164K	Buy	+12,747	New	+$163K	0.07%	85

Other funds holding BAC

LMFP

Larry Mathis Financial Planning Phoenix, Arizona $124B AUM

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

FWIA

Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

CRM

Cardano Risk Management Rotterdam, Netherlands $13B AUM 49.44% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

OIAM

OFI Invest Asset Management Paris, France $10B AUM 48.47% 1-Year Est. Return

DJC

Daily Journal Corp Los Angeles, California $257M AUM 13.37% 1-Year Est. Return

CNB

Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return

Eastern Bank Boston, Massachusetts $6.53B AUM 30.05% 1-Year Est. Return

Boltwood Capital Management's BAC Position: Q2 2026 in Review

Boltwood Capital Management opened a new position in Bank of America (BAC) in Q2 2026: 3,760 shares worth $214K. The stake represents 0.05% of the portfolio and ranks #187 among its holdings. This is a return to the name: Boltwood Capital Management previously reported a position in BAC as recently as Q2 2022.

Boltwood Capital Management first reported a position in BAC in Q2 2013 and has held it in 26 quarters since. The position peaked at $376K in Q4 2021. 649 funds tracked by Wall St. Rank hold BAC as of Q2 2026.

Boltwood Capital Management held 3,760 shares of Bank of America worth $214K as of Q2 2026.
Bank of America was a new Boltwood Capital Management position in Q2 2026.
Bank of America made up 0.05% of Boltwood Capital Management's portfolio in Q2 2026, its #187 holding.
Boltwood Capital Management first reported a position in Bank of America in Q2 2013 and has held it in 26 quarters since.
Boltwood Capital Management's Bank of America position peaked at $376K in Q4 2021.
649 funds tracked by Wall St. Rank held Bank of America as of Q2 2026.

Based on Boltwood Capital Management's 13F filing for Q2 2026, filed 6 Jul 2026.