Bullock Wealth Management’s Bank of America BAC Stock Holding History

Bullock Wealth 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	$541K	Sell	9,268 -156	-2%	-$8.3K	0.23%	98
2026 Q1	$464K	Buy	9,424 +38	+0.4%	+$1.96K	0.23%	99
2025 Q4	$516K	Sell	9,386 -7	-0.1%	-$370	0.25%	91
2025 Q3	$476K	Buy	9,393 +35	+0.4%	+$1.71K	0.24%	94
2025 Q2	$451K	Sell	9,358 -615	-6%	-$25.9K	0.24%	95
2025 Q1	$414K	Sell	9,973 -26	-0.3%	-$1.16K	0.23%	99
2024 Q4	$439K	Sell	9,999 -289	-3%	-$12.7K	0.26%	85
2024 Q3	$403K	Sell	10,288 -36	-0.3%	-$1.44K	0.24%	96
2024 Q2	$413K	Sell	10,324 -712	-6%	-$27.3K	0.27%	85
2024 Q1	$414K	Buy	+11,036	New	+$379K	0.28%	86

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 $3.38T AUM 44.17% 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

Bullock Wealth Management's BAC Position: Q2 2026 in Review

Bullock Wealth Management reduced its Bank of America (BAC) stake by 1.7% in Q2 2026, selling an estimated $8.3K and leaving 9,268 shares worth $541K. The position accounts for 0.23% of the portfolio, ranked #98.

Bullock Wealth Management first reported a position in BAC in Q1 2024 and has held it in 10 quarters since. 3,621 funds tracked by Wall St. Rank hold BAC as of Q2 2026.

Bullock Wealth Management held 9,268 shares of Bank of America worth $541K as of Q2 2026.
Bullock Wealth Management sold 156 Bank of America shares in Q2 2026, an estimated $8.3K.
Bank of America made up 0.23% of Bullock Wealth Management's portfolio in Q2 2026, its #98 holding.
Bullock Wealth Management first reported a position in Bank of America in Q1 2024 and has held it in 10 quarters since.
3,621 funds tracked by Wall St. Rank held Bank of America as of Q2 2026.

Based on Bullock Wealth Management's 13F filing for Q2 2026, filed 19 Aug 2026.