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CFM Wealth Partners’s Bank of America BAC Stock Holding History

CFM Wealth Partners’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 		$372K Hold
7,628
– – 0.06% 118
2025
Q4 		$420K Hold
7,628
– – 0.06% 109
2025
Q3 		$394K Hold
7,628
– – 0.06% 111
2025
Q2 		$361K Hold
7,628
– – 0.06% 108
2025
Q1 		$318K Sell
7,628
-455
-6% -$20.3K 0.06% 115
2024
Q4 		$355K Hold
8,083
– – 0.06% 108
2024
Q3 		$321K Buy
8,083
+200
+3% +$8.02K 0.06% 118
2024
Q2 		$314K Hold
7,883
– – 0.06% 124
2024
Q1 		$299K Hold
7,883
– – 0.06% 132
2023
Q4 		$265K Sell
7,883
-700
-8% -$20.4K 0.06% 141
2023
Q3 		$235K Sell
8,583
-176
-2% -$5.21K 0.06% 130
2023
Q2 		$251K Hold
8,759
– – 0.06% 149
2023
Q1 		$251K Sell
8,759
-1,140
-12% -$37.6K 0.07% 139
2022
Q4 		$328K Buy
9,899
+480
+5% +$16.5K 0.1% 129
2022
Q3 		$284K Hold
9,419
– – 0.09% 127
2022
Q2 		$293K Sell
9,419
-411
-4% -$14.8K 0.09% 134
2022
Q1 		$405K Sell
9,830
-2
-0% -$90 0.1% 128
2021
Q4 		$454K Sell
9,832
-198
-2% -$9.02K 0.1% 116
2021
Q3 		$425K Buy
10,030
+200
+2% +$8.06K 0.11% 118
2021
Q2 		$405K Hold
9,830
– – 0.11% 114
2021
Q1 		$380K Sell
9,830
-1,030
-9% -$35.5K 0.11% 109
2020
Q4 		$329K Hold
10,860
– – 0.1% 110
2020
Q3 		$261K Sell
10,860
-378
-3% -$9.41K 0.1% 120
2020
Q2 		$266K Buy
11,238
+95
+0.9% +$2.25K 0.1% 122
2020
Q1 		$237K Sell
11,143
-729
-6% -$21.9K 0.11% 114
2019
Q4 		$412K Buy
+11,872
New +$384K 0.15% 100

Other funds holding BAC

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
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
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

CFM Wealth Partners's BAC Position: Q1 2026 in Review

CFM Wealth Partners held its Bank of America (BAC) position steady in Q1 2026 at 7,628 shares worth $372K. The position accounts for 0.06% of the portfolio, ranked #118.

CFM Wealth Partners first reported a position in BAC in Q4 2019 and has held it in 26 quarters since. The position peaked at $454K in Q4 2021. 3,460 funds tracked by Wall St. Rank hold BAC as of Q1 2026.

  • CFM Wealth Partners held 7,628 shares of Bank of America worth $372K as of Q1 2026.
  • CFM Wealth Partners left its Bank of America share count unchanged in Q1 2026.
  • Bank of America made up 0.06% of CFM Wealth Partners's portfolio in Q1 2026, its #118 holding.
  • CFM Wealth Partners first reported a position in Bank of America in Q4 2019 and has held it in 26 quarters since.
  • CFM Wealth Partners's Bank of America position peaked at $454K in Q4 2021.
  • 3,460 funds tracked by Wall St. Rank held Bank of America as of Q1 2026.

Based on CFM Wealth Partners's 13F filing for Q1 2026, filed 21 Apr 2026.