Caldwell Investment Management’s Bank of America BAC Stock Holding History

Caldwell Investment 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	$16.6M	Buy	+350,000	New	+$18.1M	6.49%	5
2025 Q2	–	Sell	-350,000	Closed	-$14.3M	–	24
2025 Q1	$14.3M	Hold	350,000	–	–	10.64%	4
2024 Q4	$15.3M	Hold	350,000	–	–	10.35%	3
2024 Q3	$13.8M	Hold	350,000	–	–	9.66%	4
2024 Q2	$13.9M	Hold	350,000	–	–	10.46%	3
2024 Q1	$13.3M	Hold	350,000	–	–	9.87%	4
2023 Q4	$11.8M	Hold	350,000	–	–	9.08%	4
2023 Q3	$9.52M	Hold	350,000	–	–	9.26%	5
2023 Q2	$10M	Hold	350,000	–	–	7.59%	4
2023 Q1	$10M	Hold	350,000	–	–	9.92%	4
2022 Q4	$11.6M	Hold	350,000	–	–	12.26%	2
2022 Q3	$10.7M	Hold	350,000	–	–	13.07%	2
2022 Q2	$10.9M	Hold	350,000	–	–	10.94%	2
2022 Q1	$15M	Hold	350,000	–	–	11.89%	1
2021 Q4	$15.7M	Buy	+350,000	New	+$15.9M	12.26%	1

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

Caldwell Investment Management's BAC Position: Q1 2026 in Review

Caldwell Investment Management opened a new position in Bank of America (BAC) in Q1 2026: 350,000 shares worth $16.6M. The stake represents 6.49% of the portfolio and ranks #5 among its holdings. This is a return to the name: Caldwell Investment Management previously reported a position in BAC as recently as Q1 2025.

Caldwell Investment Management first reported a position in BAC in Q4 2021 and has held it in 15 quarters since. 3,461 funds tracked by Wall St. Rank hold BAC as of Q1 2026.

Caldwell Investment Management held 350,000 shares of Bank of America worth $16.6M as of Q1 2026.
Bank of America was a new Caldwell Investment Management position in Q1 2026.
Bank of America made up 6.49% of Caldwell Investment Management's portfolio in Q1 2026, its #5 holding.
Caldwell Investment Management first reported a position in Bank of America in Q4 2021 and has held it in 15 quarters since.
3,461 funds tracked by Wall St. Rank held Bank of America as of Q1 2026.

Based on Caldwell Investment Management's 13F filing for Q1 2026, filed 14 May 2026.