CM Wealth Advisors’s Bank of America BAC Stock Holding History

CM Wealth Advisors’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	$721K	Buy	12,648 +100	+0.8%	+$5.32K	0.13%	75
2026 Q1	$612K	Hold	12,548	–	–	0.13%	68
2025 Q4	$690K	Buy	+12,548	New	+$663K	0.16%	61
2024 Q2	–	Sell	-15,000	Closed	-$568K	–	87
2024 Q1	$568K	Buy	+15,000	New	+$515K	0.16%	71
2023 Q3	–	Sell	-11,298	Closed	-$360K	–	88
2023 Q2	$360K	Sell	11,298 -53,525	-83%	-$1.53M	0.12%	90
2023 Q1	$1.84M	Buy	+64,823	New	+$2.14M	0.36%	58

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

CM Wealth Advisors's BAC Position: Q2 2026 in Review

CM Wealth Advisors increased its Bank of America (BAC) stake by 0.8% in Q2 2026, buying an estimated $5.32K and bringing the position to 12,648 shares worth $721K. The position accounts for 0.13% of the portfolio, ranked #75.

CM Wealth Advisors first reported a position in BAC in Q1 2023 and has held it in 6 quarters since. The position peaked at $1.84M in Q1 2023. 3,597 funds tracked by Wall St. Rank hold BAC as of Q2 2026.

CM Wealth Advisors held 12,648 shares of Bank of America worth $721K as of Q2 2026.
CM Wealth Advisors bought 100 Bank of America shares in Q2 2026, an estimated $5.32K.
Bank of America made up 0.13% of CM Wealth Advisors's portfolio in Q2 2026, its #75 holding.
CM Wealth Advisors first reported a position in Bank of America in Q1 2023 and has held it in 6 quarters since.
CM Wealth Advisors's Bank of America position peaked at $1.84M in Q1 2023.
3,597 funds tracked by Wall St. Rank held Bank of America as of Q2 2026.

Based on CM Wealth Advisors's 13F filing for Q2 2026, filed 10 Aug 2026.