Correct Capital Wealth Management’s Bank of America BAC Stock Holding History

Correct Capital 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	$328K	Sell	6,736 -40	-0.6%	-$2.06K	0.06%	88
2025 Q4	$373K	Hold	6,776	–	–	0.07%	82
2025 Q3	$350K	Buy	6,776 +508	+8%	+$24.8K	0.06%	95
2025 Q2	$297K	Hold	6,268	–	–	0.04%	97
2025 Q1	$262K	Sell	6,268 -28	-0.4%	-$1.25K	0.04%	99
2024 Q4	$277K	Buy	6,296 +28	+0.4%	+$1.23K	0.06%	99
2024 Q3	$249K	Sell	6,268 -1,207	-16%	-$48.4K	0.06%	105
2024 Q2	$297K	Buy	7,475 +16	+0.2%	+$613	0.07%	96
2024 Q1	$283K	Hold	7,459	–	–	0.07%	112
2023 Q4	$251K	Buy	+7,459	New	+$217K	0.06%	107

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

Correct Capital Wealth Management's BAC Position: Q1 2026 in Review

Correct Capital Wealth Management reduced its Bank of America (BAC) stake by 0.59% in Q1 2026, selling an estimated $2.06K and leaving 6,736 shares worth $328K. The position accounts for 0.06% of the portfolio, ranked #88.

Correct Capital Wealth Management first reported a position in BAC in Q4 2023 and has held it in 10 quarters since. The position peaked at $373K in Q4 2025. 3,459 funds tracked by Wall St. Rank hold BAC as of Q1 2026.

Correct Capital Wealth Management held 6,736 shares of Bank of America worth $328K as of Q1 2026.
Correct Capital Wealth Management sold 40 Bank of America shares in Q1 2026, an estimated $2.06K.
Bank of America made up 0.06% of Correct Capital Wealth Management's portfolio in Q1 2026, its #88 holding.
Correct Capital Wealth Management first reported a position in Bank of America in Q4 2023 and has held it in 10 quarters since.
Correct Capital Wealth Management's Bank of America position peaked at $373K in Q4 2025.
3,459 funds tracked by Wall St. Rank held Bank of America as of Q1 2026.

Based on Correct Capital Wealth Management's 13F filing for Q1 2026, filed 5 May 2026.