Campbell Newman Asset Management’s Bank of America BAC Stock Holding History

Campbell Newman Asset 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	-34,350	Closed	-$1.89M	–	105
2025 Q4	$1.89M	Hold	34,350	–	–	0.14%	70
2025 Q3	$1.77M	Hold	34,350	–	–	0.13%	77
2025 Q2	$1.63M	Hold	34,350	–	–	0.13%	78
2025 Q1	$1.43M	Hold	34,350	–	–	0.12%	77
2024 Q4	$1.51M	Hold	34,350	–	–	0.12%	78
2024 Q3	$1.36M	Hold	34,350	–	–	0.1%	83
2024 Q2	$1.37M	Hold	34,350	–	–	0.11%	80
2024 Q1	$1.3M	Sell	34,350 -50,000	-59%	-$1.72M	0.11%	84
2023 Q4	$2.84M	Sell	84,350 -6,500	-7%	-$189K	0.25%	44
2023 Q3	$2.49M	Hold	90,850	–	–	0.24%	45
2023 Q2	$2.61M	Hold	90,850	–	–	0.23%	44
2023 Q1	$2.6M	Hold	90,850	–	–	0.25%	42
2022 Q4	$3.01M	Hold	90,850	–	–	0.3%	39
2022 Q3	$2.74M	Hold	90,850	–	–	0.31%	38
2022 Q2	$2.83M	Hold	90,850	–	–	0.3%	37
2022 Q1	$3.75M	Hold	90,850	–	–	0.36%	39
2021 Q4	$4.04M	Hold	90,850	–	–	0.36%	39
2021 Q3	$3.86M	Hold	90,850	–	–	0.39%	38
2021 Q2	$3.75M	Hold	90,850	–	–	0.37%	43
2021 Q1	$3.52M	Hold	90,850	–	–	0.37%	42
2020 Q4	$2.75M	Hold	90,850	–	–	0.31%	44
2020 Q3	$2.19M	Hold	90,850	–	–	0.28%	48
2020 Q2	$2.16M	Sell	90,850 -61,150	-40%	-$1.44M	0.3%	44
2020 Q1	$3.23M	Hold	152,000	–	–	0.55%	38
2019 Q4	$5.35M	Hold	152,000	–	–	0.72%	37
2019 Q3	$4.43M	Hold	152,000	–	–	0.64%	37
2019 Q2	$4.41M	Hold	152,000	–	–	0.64%	36
2019 Q1	$4.19M	Hold	152,000	–	–	0.65%	37
2018 Q4	$3.75M	Hold	152,000	–	–	0.65%	36
2018 Q3	$4.48M	Hold	152,000	–	–	0.65%	35
2018 Q2	$4.29M	Hold	152,000	–	–	0.66%	34
2018 Q1	$4.56M	Hold	152,000	–	–	0.76%	33
2017 Q4	$4.49M	Hold	152,000	–	–	0.76%	35
2017 Q3	$3.85M	Hold	152,000	–	–	0.69%	35
2017 Q2	$3.69M	Hold	152,000	–	–	0.66%	35
2017 Q1	$3.59M	Hold	152,000	–	–	0.66%	35
2016 Q4	$3.36M	Hold	152,000	–	–	0.64%	36
2016 Q3	$2.38M	Hold	152,000	–	–	0.42%	43
2016 Q2	$2.02M	Buy	+152,000	New	+$2.14M	0.37%	45

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 Newman Asset Management's BAC Position: Q1 2026 in Review

Campbell Newman Asset Management sold out of Bank of America (BAC) in Q1 2026, closing a stake of 34,350 shares — an estimated $1.89M sold.

Campbell Newman Asset Management first reported a position in BAC in Q2 2016 and held it in 39 quarters. The position peaked at $5.35M in Q4 2019. 3,461 funds tracked by Wall St. Rank hold BAC as of Q1 2026.

Campbell Newman Asset Management reported no remaining Bank of America position as of Q1 2026 after selling out during the quarter.
Campbell Newman Asset Management sold 34,350 Bank of America shares in Q1 2026, an estimated $1.89M.
Campbell Newman Asset Management first reported a position in Bank of America in Q2 2016 and held it in 39 quarters.
Campbell Newman Asset Management's Bank of America position peaked at $5.35M in Q4 2019.
3,461 funds tracked by Wall St. Rank held Bank of America as of Q1 2026.

Based on Campbell Newman Asset Management's 13F filing for Q1 2026, filed 16 Apr 2026.