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Chung Wu Investment Group’s Bank of America BAC Stock Holding History

Chung Wu Investment Group’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 		$388K Hold
7,950
– – 0.33% 54
2025
Q4 		$437K Hold
7,950
– – 0.36% 55
2025
Q3 		$410K Hold
7,950
– – 0.34% 61
2025
Q2 		$376K Hold
7,950
– – 0.39% 53
2025
Q1 		$332K Sell
7,950
-100
-1% -$4.46K 0.4% 46
2024
Q4 		$354K Buy
+8,050
New +$354K 0.36% 50

Other funds holding BAC

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
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
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Chung Wu Investment Group's BAC Position: Q1 2026 in Review

Chung Wu Investment Group held its Bank of America (BAC) position steady in Q1 2026 at 7,950 shares worth $388K. The position accounts for 0.33% of the portfolio, ranked #54.

Chung Wu Investment Group first reported a position in BAC in Q4 2024 and has held it in 6 quarters since. The position peaked at $437K in Q4 2025. 3,459 funds tracked by Wall St. Rank hold BAC as of Q1 2026.

  • Chung Wu Investment Group held 7,950 shares of Bank of America worth $388K as of Q1 2026.
  • Chung Wu Investment Group left its Bank of America share count unchanged in Q1 2026.
  • Bank of America made up 0.33% of Chung Wu Investment Group's portfolio in Q1 2026, its #54 holding.
  • Chung Wu Investment Group first reported a position in Bank of America in Q4 2024 and has held it in 6 quarters since.
  • Chung Wu Investment Group's Bank of America position peaked at $437K in Q4 2025.
  • 3,459 funds tracked by Wall St. Rank held Bank of America as of Q1 2026.

Based on Chung Wu Investment Group's 13F filing for Q1 2026, filed 12 May 2026.