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Cornerstone Wealth Management’s Bank of America BAC Stock Holding History

Cornerstone 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
Q1 		$3.12M Sell
64,029
-196
-0.3% -$10.1K 0.16% 138
2025
Q4 		$3.53M Sell
64,225
-529
-0.8% -$28K 0.18% 122
2025
Q3 		$3.34M Buy
64,754
+1,371
+2% +$66.9K 0.18% 120
2025
Q2 		$3M Buy
63,383
+729
+1% +$30.7K 0.18% 119
2025
Q1 		$2.61M Sell
62,654
-267
-0.4% -$11.9K 0.18% 123
2024
Q4 		$2.77M Buy
62,921
+365
+0.6% +$16.1K 0.19% 111
2024
Q3 		$2.48M Sell
62,556
-516
-0.8% -$20.7K 0.17% 119
2024
Q2 		$2.51M Sell
63,072
-403
-0.6% -$15.4K 0.19% 113
2024
Q1 		$2.41M Sell
63,475
-442
-0.7% -$15.2K 0.19% 113
2023
Q4 		$2.15M Buy
63,917
+4,749
+8% +$138K 0.19% 117
2023
Q3 		$1.62M Buy
59,168
+2,174
+4% +$64.3K 0.15% 135
2023
Q2 		$1.64M Buy
56,994
+18,528
+48% +$529K 0.15% 136
2023
Q1 		$1.1M Buy
+38,466
New +$1.27M 0.11% 163
2022
Q3 		$905K Buy
29,981
+130
+0.4% +$4.35K 0.1% 173
2022
Q2 		$929K Buy
29,851
+3,641
+14% +$131K 0.1% 169
2022
Q1 		$1.08M Buy
26,210
+462
+2% +$20.8K 0.1% 166
2021
Q4 		$1.14M Buy
25,748
+393
+2% +$17.9K 0.11% 173
2021
Q3 		$1.08M Sell
25,355
-884
-3% -$35.6K 0.11% 176
2021
Q2 		$1.08M Sell
26,239
-6,195
-19% -$254K 0.11% 174
2021
Q1 		$1.25M Sell
32,434
-1,656
-5% -$57.1K 0.15% 143
2020
Q4 		$1.03M Buy
34,090
+378
+1% +$10.1K 0.13% 151
2020
Q3 		$812K Sell
33,712
-2,347
-7% -$58.4K 0.12% 164
2020
Q2 		$856K Sell
36,059
-3,415
-9% -$80.7K 0.14% 150
2020
Q1 		$838K Buy
39,474
+3,825
+11% +$115K 0.16% 123
2019
Q4 		$1.26M Sell
35,649
-363
-1% -$11.7K 0.2% 98
2019
Q3 		$1.05M Buy
36,012
+1,225
+4% +$35.2K 0.19% 117
2019
Q2 		$1.01M Sell
34,787
-25,520
-42% -$736K 0.18% 119
2019
Q1 		$2.59M Buy
60,307
+27,601
+84% +$780K 0.31% 76
2018
Q4 		$803K Sell
32,706
-579,314
-95% -$15.7M 0.17% 127
2018
Q3 		$23.7M Sell
612,020
-269,681
-31% -$8.21M 0.3% 72
2018
Q2 		$31.2M Buy
881,701
+850,347
+2,712% +$25.4M 0.35% 62
2018
Q1 		$921K Buy
31,354
+884
+3% +$27.8K 0.18% 120
2017
Q4 		$916K Buy
30,470
+6,793
+29% +$187K 0.17% 123
2017
Q3 		$612K Buy
23,677
+664
+3% +$16.1K 0.13% 160
2017
Q2 		$567K Buy
23,013
+4,077
+22% +$95.1K 0.13% 159
2017
Q1 		$440K Sell
18,936
-217
-1% -$5.15K 0.11% 190
2016
Q4 		$431K Sell
19,153
-797
-4% -$15.3K 0.14% 153
2016
Q3 		$315K Buy
+19,950
New +$297K 0.12% 174

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

Cornerstone Wealth Management's BAC Position: Q1 2026 in Review

Cornerstone Wealth Management reduced its Bank of America (BAC) stake by 0.31% in Q1 2026, selling an estimated $10.1K and leaving 64,029 shares worth $3.12M. The position accounts for 0.16% of the portfolio, ranked #138.

Cornerstone Wealth Management first reported a position in BAC in Q3 2016 and has held it in 38 quarters since. The position peaked at $31.2M in Q2 2018. 3,459 funds tracked by Wall St. Rank hold BAC as of Q1 2026.

  • Cornerstone Wealth Management held 64,029 shares of Bank of America worth $3.12M as of Q1 2026.
  • Cornerstone Wealth Management sold 196 Bank of America shares in Q1 2026, an estimated $10.1K.
  • Bank of America made up 0.16% of Cornerstone Wealth Management's portfolio in Q1 2026, its #138 holding.
  • Cornerstone Wealth Management first reported a position in Bank of America in Q3 2016 and has held it in 38 quarters since.
  • Cornerstone Wealth Management's Bank of America position peaked at $31.2M in Q2 2018.
  • 3,459 funds tracked by Wall St. Rank held Bank of America as of Q1 2026.

Based on Cornerstone Wealth Management's 13F filing for Q1 2026, filed 24 Apr 2026.