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Compton Wealth Advisory Group’s Bank of America BAC Stock Holding History

Compton Wealth Advisory 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 		$2.7M Sell
54,883
-1,996
-4% -$103K 0.6% 33
2025
Q4 		$3.13M Buy
56,879
+2
+0% +$106 0.68% 30
2025
Q3 		$2.93M Sell
56,877
-883
-2% -$43.1K 0.68% 31
2025
Q2 		$2.73M Sell
57,760
-2,085
-3% -$87.7K 0.69% 30
2025
Q1 		$2.5M Sell
59,845
-2,558
-4% -$114K 0.69% 30
2024
Q4 		$2.74M Sell
62,403
-2,063
-3% -$90.8K 0.71% 31
2024
Q3 		$2.56M Sell
64,466
-6,287
-9% -$252K 0.65% 34
2024
Q2 		$2.81M Sell
70,753
-396
-0.6% -$15.2K 0.75% 29
2024
Q1 		$2.7M Buy
71,149
+403
+0.6% +$13.8K 0.74% 28
2023
Q4 		$2.38M Buy
70,746
+5,279
+8% +$154K 0.75% 27
2023
Q3 		$1.79M Buy
65,467
+2,092
+3% +$61.9K 0.62% 32
2023
Q2 		$1.82M Sell
63,375
-1,718
-3% -$49K 0.61% 33
2023
Q1 		$1.86M Sell
65,093
-1,666
-2% -$55K 0.64% 32
2022
Q4 		$2.21M Sell
66,759
-4,015
-6% -$138K 0.86% 28
2022
Q3 		$2.14M Sell
70,774
-2,124
-3% -$71K 0.91% 24
2022
Q2 		$2.27M Sell
72,898
-2,616
-3% -$94.2K 0.98% 23
2022
Q1 		$3.11M Buy
75,514
+20,885
+38% +$942K 1.2% 21
2021
Q4 		$2.43M Buy
54,629
+104
+0.2% +$4.74K 1.04% 25
2021
Q3 		$2.31M Sell
54,525
-935
-2% -$37.7K 1.09% 24
2021
Q2 		$2.29M Buy
55,460
+414
+0.8% +$17K 1.07% 25
2021
Q1 		$2.13M Buy
55,046
+229
+0.4% +$7.9K 1.22% 25
2020
Q4 		$1.66M Buy
54,817
+1,069
+2% +$28.7K 1.04% 27
2020
Q3 		$1.29M Buy
53,748
+87
+0.2% +$2.17K 0.97% 31
2020
Q2 		$1.27M Sell
53,661
-4,664
-8% -$110K 1.36% 22
2020
Q1 		$1.24M Sell
58,325
-2,673
-4% -$80.1K 1.61% 20
2019
Q4 		$2.15M Sell
60,998
-784
-1% -$25.3K 1.9% 16
2019
Q3 		$1.8M Sell
61,782
-2,736
-4% -$78.7K 0.99% 18
2019
Q2 		$1.87M Buy
64,518
+4
+0% +$115 0.96% 19
2019
Q1 		$1.78M Hold
64,514
– – 0.94% 15
2018
Q4 		$1.59M Buy
+64,514
New +$1.75M 0.82% 17

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

Compton Wealth Advisory Group's BAC Position: Q1 2026 in Review

Compton Wealth Advisory Group reduced its Bank of America (BAC) stake by 3.5% in Q1 2026, selling an estimated $103K and leaving 54,883 shares worth $2.7M. The position accounts for 0.6% of the portfolio, ranked #33.

Compton Wealth Advisory Group first reported a position in BAC in Q4 2018 and has held it in 30 quarters since. The position peaked at $3.13M in Q4 2025. 3,459 funds tracked by Wall St. Rank hold BAC as of Q1 2026.

  • Compton Wealth Advisory Group held 54,883 shares of Bank of America worth $2.7M as of Q1 2026.
  • Compton Wealth Advisory Group sold 1,996 Bank of America shares in Q1 2026, an estimated $103K.
  • Bank of America made up 0.6% of Compton Wealth Advisory Group's portfolio in Q1 2026, its #33 holding.
  • Compton Wealth Advisory Group first reported a position in Bank of America in Q4 2018 and has held it in 30 quarters since.
  • Compton Wealth Advisory Group's Bank of America position peaked at $3.13M in Q4 2025.
  • 3,459 funds tracked by Wall St. Rank held Bank of America as of Q1 2026.

Based on Compton Wealth Advisory Group's 13F filing for Q1 2026, filed 14 Apr 2026.