Cheviot Value Management’s Bank of America BAC Stock Holding History

Cheviot Value 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	$686K	Hold	14,078	–	–	0.07%	71
2025 Q4	$729K	Sell	14,078 -13	-0.1%	-$687	0.07%	72
2025 Q3	$745K	Sell	14,091 -50	-0.4%	-$2.44K	0.08%	74
2025 Q2	$651K	Hold	14,141	–	–	0.07%	69
2025 Q1	$581K	Buy	+14,141	New	+$630K	0.07%	69
2023 Q4	–	Sell	-17,274	Closed	-$473K	–	73
2023 Q3	$473K	Sell	17,274 -1,098	-6%	-$32.5K	0.1%	52
2023 Q2	$527K	Hold	18,372	–	–	0.11%	47
2023 Q1	$525K	Sell	18,372 -200	-1%	-$6.6K	0.13%	45
2022 Q4	$615K	Buy	18,572 +600	+3%	+$20.7K	0.15%	42
2022 Q3	$543K	Hold	17,972	–	–	0.15%	43
2022 Q2	$559K	Hold	17,972	–	–	0.14%	47
2022 Q1	$741K	Sell	17,972 -200	-1%	-$9.02K	0.16%	46
2021 Q4	$808K	Hold	18,172	–	–	0.19%	44
2021 Q3	$771K	Sell	18,172 -275	-1%	-$11.1K	0.2%	45
2021 Q2	$761K	Hold	18,447	–	–	0.19%	48
2021 Q1	$714K	Buy	18,447 +10,929	+145%	+$377K	0.2%	46
2020 Q4	$228K	Buy	+7,518	New	+$202K	0.07%	61
2020 Q1	–	Sell	-8,764	Closed	-$309K	–	60
2019 Q4	$309K	Sell	8,764 -249	-3%	-$8.05K	0.12%	61
2019 Q3	$263K	Buy	9,013 +249	+3%	+$7.16K	0.11%	61
2019 Q2	$254K	Sell	8,764 -377	-4%	-$10.9K	0.11%	62
2019 Q1	$252K	Buy	+9,141	New	+$258K	0.12%	56

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

Capital World Investors Los Angeles, California $733B AUM 35.63% 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

Cheviot Value Management's BAC Position: Q1 2026 in Review

Cheviot Value Management held its Bank of America (BAC) position steady in Q1 2026 at 14,078 shares worth $686K. The position accounts for 0.07% of the portfolio, ranked #71.

Cheviot Value Management first reported a position in BAC in Q1 2019 and has held it in 21 quarters since. The position peaked at $808K in Q4 2021. 3,459 funds tracked by Wall St. Rank hold BAC as of Q1 2026.

Cheviot Value Management held 14,078 shares of Bank of America worth $686K as of Q1 2026.
Cheviot Value Management left its Bank of America share count unchanged in Q1 2026.
Bank of America made up 0.07% of Cheviot Value Management's portfolio in Q1 2026, its #71 holding.
Cheviot Value Management first reported a position in Bank of America in Q1 2019 and has held it in 21 quarters since.
Cheviot Value Management's Bank of America position peaked at $808K in Q4 2021.
3,459 funds tracked by Wall St. Rank held Bank of America as of Q1 2026.

Based on Cheviot Value Management's 13F filing for Q1 2026, filed 12 May 2026.