Capital World Investors’s Bank of America BAC Stock Holding History

Capital World Investors’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	$7.03B	Buy	144,289,396 +2,987,985	+2%	+$154M	0.96%	21
2025 Q4	$7.77B	Sell	141,301,411 -3,069,707	-2%	-$162M	1.06%	16
2025 Q3	$7.45B	Buy	144,371,118 +14,275,810	+11%	+$696M	1.02%	20
2025 Q2	$6.16B	Buy	130,095,308 +19,290,736	+17%	+$812M	0.89%	21
2025 Q1	$4.62B	Buy	110,804,572 +22,594,045	+26%	+$1.01B	0.75%	32
2024 Q4	$3.88B	Buy	88,210,527 +17,031,143	+24%	+$749M	0.59%	39
2024 Q3	$2.82B	Buy	71,179,384 +2,279,913	+3%	+$91.4M	0.44%	64
2024 Q2	$2.74B	Buy	68,899,471 +28,545,022	+71%	+$1.09B	0.45%	58
2024 Q1	$1.53B	Buy	40,354,449 +165,070	+0.4%	+$5.67M	0.25%	99
2023 Q4	$1.35B	Buy	40,189,379 +4,338,679	+12%	+$126M	0.24%	100
2023 Q3	$982M	Buy	35,850,700 +255,783	+0.7%	+$7.57M	0.19%	122
2023 Q2	$1.02B	Sell	35,594,917 -35,663,873	-50%	-$1.02B	0.2%	123
2023 Q1	$2.04B	Sell	71,258,790 -17,687,708	-20%	-$584M	0.42%	63
2022 Q4	$2.95B	Buy	88,946,498 +129,621	+0.1%	+$4.46M	0.63%	39
2022 Q3	$2.68B	Sell	88,816,877 -2,293,233	-3%	-$76.7M	0.6%	38
2022 Q2	$2.84B	Sell	91,110,110 -6,712,555	-7%	-$242M	0.6%	39
2022 Q1	$4.03B	Sell	97,822,665 -8,532,779	-8%	-$385M	0.69%	29
2021 Q4	$4.73B	Sell	106,355,444 -10,499,977	-9%	-$478M	0.75%	25
2021 Q3	$4.96B	Buy	116,855,421 +634,955	+0.5%	+$25.6M	0.85%	24
2021 Q2	$4.79B	Sell	116,220,466 -2,105,673	-2%	-$86.3M	0.81%	27
2021 Q1	$4.58B	Buy	118,326,139 +5,940,938	+5%	+$205M	0.85%	25
2020 Q4	$3.41B	Buy	112,385,201 +38,730,923	+53%	+$1.04B	0.66%	31
2020 Q3	$1.77B	Buy	73,654,278 +15,971,998	+28%	+$398M	0.39%	69
2020 Q2	$1.37B	Buy	57,682,280 +2,238,832	+4%	+$52.9M	0.33%	77
2020 Q1	$1.18B	Sell	55,443,448 -1,048,079	-2%	-$31.4M	0.34%	75
2019 Q4	$1.99B	Buy	56,491,527 +71,859	+0.1%	+$2.32M	0.44%	61
2019 Q3	$1.65B	Sell	56,419,668 -483,987	-0.9%	-$13.9M	0.4%	74
2019 Q2	$1.65B	Buy	56,903,655 +3,135,843	+6%	+$90.4M	0.39%	69
2019 Q1	$1.48B	Buy	53,767,812 +717,385	+1%	+$20.3M	0.36%	71
2018 Q4	$1.31B	Buy	53,050,427 +11,935,165	+29%	+$324M	0.35%	73
2018 Q3	$1.21B	Buy	41,115,262 +273,716	+0.7%	+$8.34M	0.29%	95
2018 Q2	$1.15B	Buy	40,841,546 +8,813,546	+28%	+$263M	0.25%	103
2018 Q1	$961M	Sell	32,028,000 -2,000,000	-6%	-$62.8M	0.22%	118
2017 Q4	$1B	Hold	34,028,000	–	–	0.22%	109
2017 Q3	$862M	Hold	34,028,000	–	–	0.2%	112
2017 Q2	$826M	Hold	34,028,000	–	–	0.19%	112
2017 Q1	$803M	Hold	34,028,000	–	–	0.19%	112
2016 Q4	$752M	Sell	34,028,000 -16,200,000	-32%	-$312M	0.19%	120
2016 Q3	$786M	Buy	50,228,000 +13,513,000	+37%	+$201M	0.2%	115
2016 Q2	$487M	Buy	36,715,000 +2,500,000	+7%	+$35.1M	0.13%	148
2016 Q1	$463M	Sell	34,215,000 -810,000	-2%	-$10.9M	0.13%	150
2015 Q4	$589M	Buy	35,025,000 +1,100,000	+3%	+$18.6M	0.16%	138
2015 Q3	$529M	Sell	33,925,000 -4,800,000	-12%	-$80.8M	0.16%	145
2015 Q2	$659M	Hold	38,725,000	–	–	0.18%	133
2015 Q1	$596M	Hold	38,725,000	–	–	0.16%	142
2014 Q4	$693M	Buy	38,725,000 +590,000	+2%	+$10.1M	0.19%	132
2014 Q3	$650M	Sell	38,135,000 -5,500,000	-13%	-$87.6M	0.18%	128
2014 Q2	$671M	Sell	43,635,000 -5,000,000	-10%	-$77.7M	0.18%	131
2014 Q1	$837M	Sell	48,635,000 -44,950,000	-48%	-$756M	0.24%	110
2013 Q4	$1.46B	Sell	93,585,000 -12,500,000	-12%	-$185M	0.41%	68
2013 Q3	$1.46B	Hold	106,085,000	–	–	0.44%	62
2013 Q2	$1.36B	Buy	+106,085,000	New	+$1.35B	0.44%	67

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

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

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Capital World Investors's BAC Position: Q1 2026 in Review

Capital World Investors increased its Bank of America (BAC) stake by 2.1% in Q1 2026, buying an estimated $154M and bringing the position to 144,289,396 shares worth $7.03B. The position accounts for 0.96% of the portfolio, ranked #21.

Capital World Investors first reported a position in BAC in Q2 2013 and has held it in 52 quarters since. The position peaked at $7.77B in Q4 2025. 3,460 funds tracked by Wall St. Rank hold BAC as of Q1 2026.

Capital World Investors held 144,289,396 shares of Bank of America worth $7.03B as of Q1 2026.
Capital World Investors bought 2,987,985 Bank of America shares in Q1 2026, an estimated $154M.
Bank of America made up 0.96% of Capital World Investors's portfolio in Q1 2026, its #21 holding.
Capital World Investors first reported a position in Bank of America in Q2 2013 and has held it in 52 quarters since.
Capital World Investors's Bank of America position peaked at $7.77B in Q4 2025.
3,460 funds tracked by Wall St. Rank held Bank of America as of Q1 2026.

Based on Capital World Investors's 13F filing for Q1 2026, filed 13 May 2026.