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Cherry Tree Wealth Management’s Bank of America BAC Stock Holding History

Cherry Tree Wealth 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 		$8.73K Hold
179
– – ﹤0.01% 441
2025
Q4 		$9.85K Sell
179
-111
-38% -$5.87K ﹤0.01% 427
2025
Q3 		$15K Hold
290
– – ﹤0.01% 368
2025
Q2 		$13.7K Sell
290
-230
-44% -$9.68K ﹤0.01% 374
2025
Q1 		$21.7K Buy
520
+125
+32% +$5.57K 0.01% 345
2024
Q4 		$17.4K Buy
395
+13
+3% +$572 ﹤0.01% 357
2024
Q3 		$15.2K Hold
382
– – ﹤0.01% 371
2024
Q2 		$15.2K Buy
382
+166
+77% +$6.36K ﹤0.01% 355
2024
Q1 		$8.19K Hold
216
– – ﹤0.01% 397
2023
Q4 		$7.27K Hold
216
– – ﹤0.01% 394
2023
Q3 		$5.92K Hold
216
– – ﹤0.01% 388
2023
Q2 		$6.2K Buy
+216
New +$6.16K ﹤0.01% 382

Other funds holding BAC

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Cherry Tree Wealth Management's BAC Position: Q1 2026 in Review

Cherry Tree Wealth Management held its Bank of America (BAC) position steady in Q1 2026 at 179 shares worth $8.73K. The position accounts for ﹤0.01% of the portfolio, ranked #441.

Cherry Tree Wealth Management first reported a position in BAC in Q2 2023 and has held it in 12 quarters since. The position peaked at $21.7K in Q1 2025. 3,478 funds tracked by Wall St. Rank hold BAC as of Q1 2026.

  • Cherry Tree Wealth Management held 179 shares of Bank of America worth $8.73K as of Q1 2026.
  • Cherry Tree Wealth Management left its Bank of America share count unchanged in Q1 2026.
  • Bank of America made up ﹤0.01% of Cherry Tree Wealth Management's portfolio in Q1 2026, its #441 holding.
  • Cherry Tree Wealth Management first reported a position in Bank of America in Q2 2023 and has held it in 12 quarters since.
  • Cherry Tree Wealth Management's Bank of America position peaked at $21.7K in Q1 2025.
  • 3,478 funds tracked by Wall St. Rank held Bank of America as of Q1 2026.

Based on Cherry Tree Wealth Management's 13F filing for Q1 2026, filed 5 May 2026.