Campbell Deegan Wealth Management’s Bank of America BAC Stock Holding History

Campbell Deegan 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	$367K	Buy	7,534 +218	+3%	+$11.2K	0.29%	30
2025 Q4	$402K	Buy	7,316 +101	+1%	+$5.34K	0.32%	28
2025 Q3	$372K	Sell	7,215 -621	-8%	-$30.3K	0.33%	27
2025 Q2	$371K	Sell	7,836 -4,444	-36%	-$187K	0.37%	24
2025 Q1	$512K	Buy	12,280 +2,721	+28%	+$121K	0.59%	17
2024 Q4	$420K	Buy	+9,559	New	+$421K	0.5%	27

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

Campbell Deegan Wealth Management's BAC Position: Q1 2026 in Review

Campbell Deegan Wealth Management increased its Bank of America (BAC) stake by 3% in Q1 2026, buying an estimated $11.2K and bringing the position to 7,534 shares worth $367K. The position accounts for 0.29% of the portfolio, ranked #30.

Campbell Deegan Wealth Management first reported a position in BAC in Q4 2024 and has held it in 6 quarters since. The position peaked at $512K in Q1 2025. 3,460 funds tracked by Wall St. Rank hold BAC as of Q1 2026.

Campbell Deegan Wealth Management held 7,534 shares of Bank of America worth $367K as of Q1 2026.
Campbell Deegan Wealth Management bought 218 Bank of America shares in Q1 2026, an estimated $11.2K.
Bank of America made up 0.29% of Campbell Deegan Wealth Management's portfolio in Q1 2026, its #30 holding.
Campbell Deegan Wealth Management first reported a position in Bank of America in Q4 2024 and has held it in 6 quarters since.
Campbell Deegan Wealth Management's Bank of America position peaked at $512K in Q1 2025.
3,460 funds tracked by Wall St. Rank held Bank of America as of Q1 2026.

Based on Campbell Deegan Wealth Management's 13F filing for Q1 2026, filed 8 May 2026.