Buckley Wealth Management’s Bank of America BAC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $2.3M | Sell |
40,416
-5,108
| -11% | -$272K | 0.57% | 29 |
|
|
2026
Q1 | $2.22M | Sell |
45,524
-980
| -2% | -$50.6K | 0.57% | 28 |
|
|
2025
Q4 | $2.56M | Sell |
46,504
-275
| -0.6% | -$14.5K | 0.68% | 25 |
|
|
2025
Q3 | $2.41M | Sell |
46,779
-486
| -1% | -$23.7K | 0.66% | 27 |
|
|
2025
Q2 | $2.24M | Buy |
47,265
+67
| +0.1% | +$2.82K | 0.67% | 29 |
|
|
2025
Q1 | $1.97M | Sell |
47,198
-518
| -1% | -$23.1K | 0.61% | 28 |
|
|
2024
Q4 | $2.1M | Buy |
47,716
+20
| +0% | +$880 | 0.64% | 30 |
|
|
2024
Q3 | $1.89M | Buy |
47,696
+2,163
| +5% | +$86.7K | 0.58% | 34 |
|
|
2024
Q2 | $1.81M | Sell |
45,533
-985
| -2% | -$37.7K | 0.57% | 31 |
|
|
2024
Q1 | $1.76M | Sell |
46,518
-585
| -1% | -$20.1K | 0.57% | 32 |
|
|
2023
Q4 | $1.59M | Sell |
47,103
-1,340
| -3% | -$39K | 0.55% | 32 |
|
|
2023
Q3 | $1.33M | Sell |
48,443
-3,189
| -6% | -$94.3K | 0.5% | 35 |
|
|
2023
Q2 | $1.48M | Buy |
51,632
+13,594
| +36% | +$388K | 0.5% | 36 |
|
|
2023
Q1 | $1.09M | Sell |
38,038
-220
| -0.6% | -$7.26K | 0.4% | 41 |
|
|
2022
Q4 | $1.27M | Sell |
38,258
-403
| -1% | -$13.9K | 0.46% | 35 |
|
|
2022
Q3 | $1.17M | Sell |
38,661
-4,174
| -10% | -$140K | 0.43% | 37 |
|
|
2022
Q2 | $1.33M | Sell |
42,835
-364
| -0.8% | -$13.1K | 0.43% | 40 |
|
|
2022
Q1 | $1.78M | Buy |
43,199
+3,789
| +10% | +$171K | 0.48% | 36 |
|
|
2021
Q4 | $1.75M | Sell |
39,410
-2,450
| -6% | -$112K | 0.51% | 37 |
|
|
2021
Q3 | $1.78M | Buy |
41,860
+718
| +2% | +$28.9K | 0.57% | 33 |
|
|
2021
Q2 | $1.7M | Sell |
41,142
-3,379
| -8% | -$139K | 0.58% | 31 |
|
|
2021
Q1 | $1.72M | Sell |
44,521
-5,855
| -12% | -$202K | 0.64% | 29 |
|
|
2020
Q4 | $1.53M | Sell |
50,376
-1,215
| -2% | -$32.6K | 0.63% | 29 |
|
|
2020
Q3 | $1.24M | Buy |
51,591
+2,133
| +4% | +$53.1K | 0.56% | 29 |
|
|
2020
Q2 | $1.18M | Sell |
49,458
-4,286
| -8% | -$101K | 0.53% | 34 |
|
|
2020
Q1 | $1.14M | Buy |
53,744
+4,175
| +8% | +$125K | 0.62% | 29 |
|
|
2019
Q4 | $1.75M | Sell |
49,569
-295
| -0.6% | -$9.53K | 0.79% | 25 |
|
|
2019
Q3 | $1.46M | Sell |
49,864
-7,199
| -13% | -$207K | 0.71% | 29 |
|
|
2019
Q2 | $1.66M | Buy |
57,063
+375
| +0.7% | +$10.8K | 0.77% | 25 |
|
|
2019
Q1 | $1.56M | Sell |
56,688
-1,725
| -3% | -$48.8K | 0.74% | 29 |
|
|
2018
Q4 | $1.44M | Buy |
58,413
+2,252
| +4% | +$61.1K | 0.74% | 30 |
|
|
2018
Q3 | $1.66M | Buy |
56,161
+155
| +0.3% | +$4.72K | 0.72% | 32 |
|
|
2018
Q2 | $1.58M | Buy |
56,006
+768
| +1% | +$22.9K | 0.75% | 32 |
|
|
2018
Q1 | $1.66M | Buy |
55,238
+168
| +0.3% | +$5.28K | 0.82% | 32 |
|
|
2017
Q4 | $1.63M | Buy |
+55,070
| New | +$1.52M | 0.82% | 30 |
|
Other funds holding BAC
Buckley Wealth Management's BAC Position: Q2 2026 in Review
Buckley Wealth Management reduced its Bank of America (BAC) stake by 11% in Q2 2026, selling an estimated $272K and leaving 40,416 shares worth $2.3M. The position accounts for 0.57% of the portfolio, ranked #29.
Buckley Wealth Management first reported a position in BAC in Q4 2017 and has held it in 35 quarters since. The position peaked at $2.56M in Q4 2025. 3,589 funds tracked by Wall St. Rank hold BAC as of Q2 2026.
- Buckley Wealth Management held 40,416 shares of Bank of America worth $2.3M as of Q2 2026.
- Buckley Wealth Management sold 5,108 Bank of America shares in Q2 2026, an estimated $272K.
- Bank of America made up 0.57% of Buckley Wealth Management's portfolio in Q2 2026, its #29 holding.
- Buckley Wealth Management first reported a position in Bank of America in Q4 2017 and has held it in 35 quarters since.
- Buckley Wealth Management's Bank of America position peaked at $2.56M in Q4 2025.
- 3,589 funds tracked by Wall St. Rank held Bank of America as of Q2 2026.
Based on Buckley Wealth Management's 13F filing for Q2 2026, filed 7 Aug 2026.