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

Cabot 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 Q1	–	Sell	-3,921	Closed	-$216K	–	141
2025 Q4	$216K	Buy	+3,921	New	+$207K	0.02%	135
2021 Q3	–	Sell	-8,417	Closed	-$347K	–	164
2021 Q2	$347K	Buy	8,417 +156	+2%	+$6.39K	0.05%	132
2021 Q1	$320K	Buy	+8,261	New	+$285K	0.05%	130

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

Cabot Wealth Management's BAC Position: Q1 2026 in Review

Cabot Wealth Management sold out of Bank of America (BAC) in Q1 2026, closing a stake of 3,921 shares — an estimated $216K sold.

Cabot Wealth Management first reported a position in BAC in Q1 2021 and held it in 3 quarters. The position peaked at $347K in Q2 2021. 3,460 funds tracked by Wall St. Rank hold BAC as of Q1 2026.

Cabot Wealth Management reported no remaining Bank of America position as of Q1 2026 after selling out during the quarter.
Cabot Wealth Management sold 3,921 Bank of America shares in Q1 2026, an estimated $216K.
Cabot Wealth Management first reported a position in Bank of America in Q1 2021 and held it in 3 quarters.
Cabot Wealth Management's Bank of America position peaked at $347K in Q2 2021.
3,460 funds tracked by Wall St. Rank held Bank of America as of Q1 2026.

Based on Cabot Wealth Management's 13F filing for Q1 2026, filed 27 Apr 2026.