BMM
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Buffington Mohr McNeal’s Bank of America BAC Stock Holding History

Buffington Mohr McNeal’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
2025
Q1 		$7.15M Sell
171,452
-26,016
-13% -$1.16M 1.41% 26
2024
Q4 		$8.68M Buy
197,468
+2,229
+1% +$98.1K 1.44% 24
2024
Q3 		$7.75M Buy
195,239
+4,633
+2% +$186K 1.27% 30
2024
Q2 		$7.58M Buy
190,606
+20,389
+12% +$781K 1.33% 29
2024
Q1 		$6.45M Buy
170,217
+6,903
+4% +$237K 1.17% 29
2023
Q4 		$5.5M Buy
163,314
+118,695
+266% +$3.46M 1.1% 29
2023
Q3 		$1.22M Sell
44,619
-1,950
-4% -$57.7K 0.28% 55
2023
Q2 		$1.34M Hold
46,569
– – 0.29% 55
2023
Q1 		$1.33M Buy
46,569
+300
+0.6% +$9.9K 0.31% 49
2022
Q4 		$1.53M Sell
46,269
-500
-1% -$17.2K 0.36% 47
2022
Q3 		$1.41M Sell
46,769
-1,300
-3% -$43.5K 0.34% 50
2022
Q2 		$1.5M Sell
48,069
-100
-0.2% -$3.6K 0.33% 52
2022
Q1 		$1.99M Buy
48,169
+500
+1% +$22.6K 0.38% 45
2021
Q4 		$2.12M Buy
47,669
+240
+0.5% +$10.9K 0.36% 48
2021
Q3 		$2.01M Buy
47,429
+4,373
+10% +$176K 0.39% 50
2021
Q2 		$1.77M Buy
43,056
+1,506
+4% +$61.7K 0.35% 52
2021
Q1 		$1.61M Buy
41,550
+7,135
+21% +$246K 0.35% 51
2020
Q4 		$1.04M Buy
34,415
+1,615
+5% +$43.3K 0.24% 62
2020
Q3 		$790K Hold
32,800
– – 0.21% 72
2020
Q2 		$779K Sell
32,800
-3,000
-8% -$70.9K 0.22% 72
2020
Q1 		$760K Buy
35,800
+375
+1% +$11.2K 0.25% 61
2019
Q4 		$1.25M Sell
35,425
-1,700
-5% -$54.9K 0.35% 54
2019
Q3 		$1.08M Sell
37,125
-1,800
-5% -$51.8K 0.33% 54
2019
Q2 		$1.13M Buy
38,925
+4,317
+12% +$124K 0.35% 55
2019
Q1 		$955K Buy
34,608
+7,183
+26% +$203K 0.31% 58
2018
Q4 		$676K Buy
27,425
+8,600
+46% +$233K 0.27% 74
2018
Q3 		$555K Buy
18,825
+250
+1% +$7.61K 0.19% 88
2018
Q2 		$524K Buy
18,575
+1,525
+9% +$45.5K 0.2% 84
2018
Q1 		$511K Buy
17,050
+8,400
+97% +$264K 0.2% 88
2017
Q4 		$255K Buy
8,650
+800
+10% +$22.1K 0.1% 115
2017
Q3 		$218K Buy
+7,850
New +$190K 0.08% 120

Other funds holding BAC

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Buffington Mohr McNeal's BAC Position: Q1 2025 in Review

Buffington Mohr McNeal reduced its Bank of America (BAC) stake by 13% in Q1 2025, selling an estimated $1.16M and leaving 171,452 shares worth $7.15M. The position accounts for 1.41% of the portfolio, ranked #26.

Buffington Mohr McNeal first reported a position in BAC in Q3 2017 and has held it in 31 quarters since. The position peaked at $8.68M in Q4 2024. 3,207 funds tracked by Wall St. Rank hold BAC as of Q1 2025.

  • Buffington Mohr McNeal held 171,452 shares of Bank of America worth $7.15M as of Q1 2025.
  • Buffington Mohr McNeal sold 26,016 Bank of America shares in Q1 2025, an estimated $1.16M.
  • Bank of America made up 1.41% of Buffington Mohr McNeal's portfolio in Q1 2025, its #26 holding.
  • Buffington Mohr McNeal first reported a position in Bank of America in Q3 2017 and has held it in 31 quarters since.
  • Buffington Mohr McNeal's Bank of America position peaked at $8.68M in Q4 2024.
  • 3,207 funds tracked by Wall St. Rank held Bank of America as of Q1 2025.

Based on Buffington Mohr McNeal's 13F filing for Q1 2025, filed 28 Apr 2025.