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Chapman Investment Management’s Bank of America BAC Stock Holding History

Chapman Investment 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
-4,059
Closed -$223K – 27
2025
Q4 		$223K Buy
4,059
+1
+0% +$53 0.16% 27
2025
Q3 		$209K Buy
+4,058
New +$198K 0.15% 29
2024
Q4 		– Sell
-10,922
Closed -$433K – 31
2024
Q3 		$433K Buy
10,922
+1
+0% +$40 0.32% 30
2024
Q2 		$434K Sell
10,921
-996
-8% -$38.2K 0.33% 31
2024
Q1 		$452K Sell
11,917
-1,275
-10% -$43.8K 0.33% 30
2023
Q4 		$444K Buy
13,192
+2
+0% +$58 0.34% 31
2023
Q3 		$361K Buy
13,190
+1,002
+8% +$29.6K 0.31% 32
2023
Q2 		$350K Buy
12,188
+2
+0% +$57 0.28% 32
2023
Q1 		$349K Buy
12,186
+2
+0% +$66 0.29% 30
2022
Q4 		$404K Buy
12,184
+1
+0% +$34 0.37% 30
2022
Q3 		$368K Buy
+12,183
New +$407K 0.27% 34
2020
Q3 		– Sell
-127,281
Closed -$3.02M – 39
2020
Q2 		$3.02M Buy
127,281
+30,145
+31% +$712K 2.47% 17
2020
Q1 		$2.06M Sell
97,136
-65,255
-40% -$1.96M 2.21% 19
2019
Q4 		$5.72M Buy
+162,391
New +$5.25M 5.22% 6

Other funds holding BAC

Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
FWIA
Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
ATO
Alecta Tjanstepension Omsesidigt Stockholm, Sweden $23.8B AUM 34.25% 1-Year Est. Return
AAIS
ABN AMRO Investment Solutions Paris Cedex 008 $11.5B AUM 32.2% 1-Year Est. Return
CRM
Cardano Risk Management Rotterdam, Netherlands $13B AUM 49.44% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
OIAM
OFI Invest Asset Management Paris, France $10B AUM 48.47% 1-Year Est. Return

Chapman Investment Management's BAC Position: Q1 2026 in Review

Chapman Investment Management sold out of Bank of America (BAC) in Q1 2026, closing a stake of 4,059 shares — an estimated $223K sold.

Chapman Investment Management first reported a position in BAC in Q4 2019 and held it in 14 quarters. The position peaked at $5.72M in Q4 2019. 3,460 funds tracked by Wall St. Rank hold BAC as of Q1 2026.

  • Chapman Investment Management reported no remaining Bank of America position as of Q1 2026 after selling out during the quarter.
  • Chapman Investment Management sold 4,059 Bank of America shares in Q1 2026, an estimated $223K.
  • Chapman Investment Management first reported a position in Bank of America in Q4 2019 and held it in 14 quarters.
  • Chapman Investment Management's Bank of America position peaked at $5.72M in Q4 2019.
  • 3,460 funds tracked by Wall St. Rank held Bank of America as of Q1 2026.

Based on Chapman Investment Management's 13F filing for Q1 2026, filed 4 May 2026.