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 Q2	$794K	Sell	13,932 -146	-1%	-$7.76K	0.08%	70
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 $6.73T AUM 46.02% 1-Year Est. Return

Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Cheviot Value Management's BAC Position: Q2 2026 in Review

Cheviot Value Management reduced its Bank of America (BAC) stake by 1% in Q2 2026, selling an estimated $7.76K and leaving 13,932 shares worth $794K. The position accounts for 0.08% of the portfolio, ranked #70.

Cheviot Value Management first reported a position in BAC in Q1 2019 and has held it in 22 quarters since. The position peaked at $808K in Q4 2021. 3,608 funds tracked by Wall St. Rank hold BAC as of Q2 2026.

Cheviot Value Management held 13,932 shares of Bank of America worth $794K as of Q2 2026.
Cheviot Value Management sold 146 Bank of America shares in Q2 2026, an estimated $7.76K.
Bank of America made up 0.08% of Cheviot Value Management's portfolio in Q2 2026, its #70 holding.
Cheviot Value Management first reported a position in Bank of America in Q1 2019 and has held it in 22 quarters since.
Cheviot Value Management's Bank of America position peaked at $808K in Q4 2021.
3,608 funds tracked by Wall St. Rank held Bank of America as of Q2 2026.

Based on Cheviot Value Management's 13F filing for Q2 2026, filed 6 Aug 2026.