Campbell Newman Asset Management’s Bank of America BAC Stock Holding History
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
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. 3,491 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.
- 3,491 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.