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Clay Northam Wealth Management’s Bank of America BAC Stock Holding History

Clay Northam 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
Q2 		$372K Hold
6,532
– – 0.18% 74
2026
Q1 		$318K Buy
6,532
+15
+0.2% +$774 0.18% 71
2025
Q4 		$358K Sell
6,517
-40
-0.6% -$2.11K 0.2% 66
2025
Q3 		$338K Buy
6,557
+525
+9% +$25.6K 0.19% 67
2025
Q2 		$285K Buy
6,032
+20
+0.3% +$841 0.18% 66
2025
Q1 		$251K Sell
6,012
-8
-0.1% -$356 0.18% 71
2024
Q4 		$265K Buy
6,020
+96
+2% +$4.22K 0.17% 72
2024
Q3 		$235K Hold
5,924
– – 0.16% 81
2024
Q2 		$236K Hold
5,924
– – 0.18% 70
2024
Q1 		$225K Buy
+5,924
New +$203K 0.18% 79
2022
Q4 		– Sell
-6,984
Closed -$211K – 79
2022
Q3 		$211K Hold
6,984
– – 0.26% 71
2022
Q2 		$217K Sell
6,984
-5,040
-42% -$181K 0.27% 72
2022
Q1 		$496K Buy
12,024
+950
+9% +$42.9K 0.5% 42
2021
Q4 		$493K Buy
+11,074
New +$504K 0.46% 43

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
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Clay Northam Wealth Management's BAC Position: Q2 2026 in Review

Clay Northam Wealth Management held its Bank of America (BAC) position steady in Q2 2026 at 6,532 shares worth $372K. The position accounts for 0.18% of the portfolio, ranked #74.

Clay Northam Wealth Management first reported a position in BAC in Q4 2021 and has held it in 14 quarters since. The position peaked at $496K in Q1 2022. 3,597 funds tracked by Wall St. Rank hold BAC as of Q2 2026.

  • Clay Northam Wealth Management held 6,532 shares of Bank of America worth $372K as of Q2 2026.
  • Clay Northam Wealth Management left its Bank of America share count unchanged in Q2 2026.
  • Bank of America made up 0.18% of Clay Northam Wealth Management's portfolio in Q2 2026, its #74 holding.
  • Clay Northam Wealth Management first reported a position in Bank of America in Q4 2021 and has held it in 14 quarters since.
  • Clay Northam Wealth Management's Bank of America position peaked at $496K in Q1 2022.
  • 3,597 funds tracked by Wall St. Rank held Bank of America as of Q2 2026.

Based on Clay Northam Wealth Management's 13F filing for Q2 2026, filed 11 Aug 2026.