Campion Asset Management’s Bank of America BAC Stock Holding History

Campion 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	$233K	Hold	4,776	–	–	0.16%	77
2025 Q4	$263K	Hold	4,776	–	–	0.18%	73
2025 Q3	$246K	Hold	4,776	–	–	0.17%	76
2025 Q2	$226K	Sell	4,776 -559	-10%	-$23.5K	0.17%	78
2025 Q1	$223K	Sell	5,335 -175	-3%	-$7.8K	0.17%	80
2024 Q4	$242K	Sell	5,510 -65	-1%	-$2.86K	0.18%	82
2024 Q3	$221K	Sell	5,575 -565	-9%	-$22.6K	0.16%	91
2024 Q2	$244K	Sell	6,140 -1,913	-24%	-$73.3K	0.19%	85
2024 Q1	$305K	Sell	8,053 -160	-2%	-$5.49K	0.24%	74
2023 Q4	$277K	Sell	8,213 -3,000	-27%	-$87.3K	0.23%	78
2023 Q3	$307K	Hold	11,213	–	–	0.28%	70
2023 Q2	$322K	Hold	11,213	–	–	0.29%	71
2023 Q1	$321K	Hold	11,213	–	–	0.3%	69
2022 Q4	$371K	Sell	11,213 -620	-5%	-$21.4K	0.36%	61
2022 Q3	$357K	Hold	11,833	–	–	0.38%	63
2022 Q2	$368K	Hold	11,833	–	–	0.36%	60
2022 Q1	$488K	Sell	11,833 -160	-1%	-$7.22K	0.42%	49
2021 Q4	$534K	Hold	11,993	–	–	0.44%	47
2021 Q3	$509K	Sell	11,993 -1,346	-10%	-$54.2K	0.45%	44
2021 Q2	$550K	Sell	13,339 -80	-0.6%	-$3.28K	0.46%	41
2021 Q1	$519K	Buy	+13,419	New	+$463K	0.39%	51

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

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

Campion Asset Management held its Bank of America (BAC) position steady in Q1 2026 at 4,776 shares worth $233K. The position accounts for 0.16% of the portfolio, ranked #77.

Campion Asset Management first reported a position in BAC in Q1 2021 and has held it in 21 quarters since. The position peaked at $550K in Q2 2021. 3,459 funds tracked by Wall St. Rank hold BAC as of Q1 2026.

Campion Asset Management held 4,776 shares of Bank of America worth $233K as of Q1 2026.
Campion Asset Management left its Bank of America share count unchanged in Q1 2026.
Bank of America made up 0.16% of Campion Asset Management's portfolio in Q1 2026, its #77 holding.
Campion Asset Management first reported a position in Bank of America in Q1 2021 and has held it in 21 quarters since.
Campion Asset Management's Bank of America position peaked at $550K in Q2 2021.
3,459 funds tracked by Wall St. Rank held Bank of America as of Q1 2026.

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