Consilium Wealth Advisory’s Bank of America BAC Stock Holding History

Consilium Wealth Advisory’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	$485K	Buy	9,958 +206	+2%	+$10.6K	0.17%	74
2025 Q4	$536K	Sell	9,752 -184	-2%	-$9.73K	0.2%	67
2025 Q3	$513K	Buy	9,936 +3	+0%	+$146	0.2%	66
2025 Q2	$470K	Hold	9,933	–	–	0.2%	68
2025 Q1	$415K	Buy	9,933 +300	+3%	+$13.4K	0.21%	70
2024 Q4	$423K	Hold	9,633	–	–	0.2%	66
2024 Q3	$382K	Hold	9,633	–	–	0.21%	64
2024 Q2	$383K	Hold	9,633	–	–	0.21%	61
2024 Q1	$365K	Hold	9,633	–	–	0.21%	65
2023 Q4	$324K	Hold	9,633	–	–	0.2%	70
2023 Q3	$264K	Hold	9,633	–	–	0.18%	73
2023 Q2	$276K	Hold	9,633	–	–	0.19%	70
2023 Q1	$276K	Hold	9,633	–	–	0.24%	66
2022 Q4	$319K	Hold	9,633	–	–	0.27%	62
2022 Q3	$291K	Sell	9,633 -1,600	-14%	-$53.5K	0.32%	56
2022 Q2	$350K	Sell	11,233 -500	-4%	-$18K	0.38%	58
2022 Q1	$484K	Hold	11,733	–	–	0.35%	58
2021 Q4	$522K	Buy	+11,733	New	+$535K	0.34%	60

Other funds holding BAC

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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 Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Consilium Wealth Advisory's BAC Position: Q1 2026 in Review

Consilium Wealth Advisory increased its Bank of America (BAC) stake by 2.1% in Q1 2026, buying an estimated $10.6K and bringing the position to 9,958 shares worth $485K. The position accounts for 0.17% of the portfolio, ranked #74.

Consilium Wealth Advisory first reported a position in BAC in Q4 2021 and has held it in 18 quarters since. The position peaked at $536K in Q4 2025. 3,462 funds tracked by Wall St. Rank hold BAC as of Q1 2026.

Consilium Wealth Advisory held 9,958 shares of Bank of America worth $485K as of Q1 2026.
Consilium Wealth Advisory bought 206 Bank of America shares in Q1 2026, an estimated $10.6K.
Bank of America made up 0.17% of Consilium Wealth Advisory's portfolio in Q1 2026, its #74 holding.
Consilium Wealth Advisory first reported a position in Bank of America in Q4 2021 and has held it in 18 quarters since.
Consilium Wealth Advisory's Bank of America position peaked at $536K in Q4 2025.
3,462 funds tracked by Wall St. Rank held Bank of America as of Q1 2026.

Based on Consilium Wealth Advisory's 13F filing for Q1 2026, filed 20 Apr 2026.