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

Chesapeake 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
2025 Q2	–	Sell	-55	Closed	-$2.29K	–	344
2025 Q1	$2.29K	Sell	55 -5	-8%	-$223	﹤0.01%	310
2024 Q4	$2.64K	Buy	60 +5	+9%	+$220	﹤0.01%	280
2024 Q3	$2.18K	Buy	+55	New	+$2.2K	﹤0.01%	275
2024 Q1	–	Sell	-579	Closed	-$19.5K	–	337
2023 Q4	$19.5K	Sell	579 -4,475	-89%	-$130K	0.02%	186
2023 Q3	$138K	Buy	5,054 +1,951	+63%	+$57.7K	0.13%	96
2023 Q2	$89K	Hold	3,103	–	–	0.08%	119
2023 Q1	$88.7K	Buy	+3,103	New	+$102K	0.08%	121

Other funds holding BAC

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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

Norges Bank Oslo, Norway $935B AUM

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Chesapeake Asset Management's BAC Position: Q2 2025 in Review

Chesapeake Asset Management sold out of Bank of America (BAC) in Q2 2025, closing a stake of 55 shares — an estimated $2.29K sold.

Chesapeake Asset Management first reported a position in BAC in Q1 2023 and held it in 7 quarters. The position peaked at $138K in Q3 2023. 3,316 funds tracked by Wall St. Rank hold BAC as of Q2 2025.

Chesapeake Asset Management reported no remaining Bank of America position as of Q2 2025 after selling out during the quarter.
Chesapeake Asset Management sold 55 Bank of America shares in Q2 2025, an estimated $2.29K.
Chesapeake Asset Management first reported a position in Bank of America in Q1 2023 and held it in 7 quarters.
Chesapeake Asset Management's Bank of America position peaked at $138K in Q3 2023.
3,316 funds tracked by Wall St. Rank held Bank of America as of Q2 2025.

Based on Chesapeake Asset Management's 13F filing for Q2 2025, filed 15 Oct 2025.