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

Darwin 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 		$105K Buy
2,147
+12
+0.6% +$619 0.03% 172
2025
Q4 		$117K Buy
2,135
+5
+0.2% +$264 0.04% 163
2025
Q3 		$110K Sell
2,130
-130
-6% -$6.34K 0.03% 171
2025
Q2 		$107K Sell
2,260
-300
-12% -$12.6K 0.04% 163
2025
Q1 		$113K Hold
2,560
– – 0.04% 167
2024
Q4 		$113K Buy
2,560
+98
+4% +$4.31K 0.04% 167
2024
Q3 		$97.7K Buy
+2,462
New +$98.7K 0.03% 190
2020
Q2 		– Sell
-7,553
Closed -$159K – 205
2020
Q1 		$159K Buy
7,553
+255
+3% +$7.64K 0.05% 151
2019
Q4 		$257K Buy
7,298
+159
+2% +$5.14K 0.07% 136
2019
Q3 		$208K Sell
7,139
-1,931
-21% -$55.5K 0.06% 140
2019
Q2 		$263K Buy
9,070
+1,703
+23% +$49.1K 0.08% 132
2019
Q1 		$203K Buy
+7,367
New +$208K 0.07% 143
2018
Q4 		– Sell
-7,070
Closed -$207K – 97
2018
Q3 		$207K Buy
+7,070
New +$215K 0.12% 119
2018
Q1 		– Sell
-82,392
Closed -$2.43M – 126
2017
Q4 		$2.43M Buy
+82,392
New +$2.27M 1.04% 29
2017
Q3 		– Sell
-81,464
Closed -$1.98M – 102
2017
Q2 		$1.98M Sell
81,464
-6,588
-7% -$154K 1.09% 31
2017
Q1 		$2.08M Sell
88,052
-8,773
-9% -$208K 1.2% 23
2016
Q4 		$2.14M Buy
+96,825
New +$1.86M 1.44% 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

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

Darwin Wealth Management increased its Bank of America (BAC) stake by 0.56% in Q1 2026, buying an estimated $619 and bringing the position to 2,147 shares worth $105K. The position accounts for 0.03% of the portfolio, ranked #172.

Darwin Wealth Management first reported a position in BAC in Q4 2016 and has held it in 17 quarters since. The position peaked at $2.43M in Q4 2017. 3,459 funds tracked by Wall St. Rank hold BAC as of Q1 2026.

  • Darwin Wealth Management held 2,147 shares of Bank of America worth $105K as of Q1 2026.
  • Darwin Wealth Management bought 12 Bank of America shares in Q1 2026, an estimated $619.
  • Bank of America made up 0.03% of Darwin Wealth Management's portfolio in Q1 2026, its #172 holding.
  • Darwin Wealth Management first reported a position in Bank of America in Q4 2016 and has held it in 17 quarters since.
  • Darwin Wealth Management's Bank of America position peaked at $2.43M in Q4 2017.
  • 3,459 funds tracked by Wall St. Rank held Bank of America as of Q1 2026.

Based on Darwin Wealth Management's 13F filing for Q1 2026, filed 1 May 2026.