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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
Q2 		$129K Buy
2,263
+116
+5% +$6.17K 0.04% 165
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 $6.73T AUM 46.02% 1-Year Est. Return
Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Darwin Wealth Management's BAC Position: Q2 2026 in Review

Darwin Wealth Management increased its Bank of America (BAC) stake by 5.4% in Q2 2026, buying an estimated $6.17K and bringing the position to 2,263 shares worth $129K. The position accounts for 0.04% of the portfolio, ranked #165.

Darwin Wealth Management first reported a position in BAC in Q4 2016 and has held it in 18 quarters since. The position peaked at $2.43M in Q4 2017. 3,609 funds tracked by Wall St. Rank hold BAC as of Q2 2026.

  • Darwin Wealth Management held 2,263 shares of Bank of America worth $129K as of Q2 2026.
  • Darwin Wealth Management bought 116 Bank of America shares in Q2 2026, an estimated $6.17K.
  • Bank of America made up 0.04% of Darwin Wealth Management's portfolio in Q2 2026, its #165 holding.
  • Darwin Wealth Management first reported a position in Bank of America in Q4 2016 and has held it in 18 quarters since.
  • Darwin Wealth Management's Bank of America position peaked at $2.43M in Q4 2017.
  • 3,609 funds tracked by Wall St. Rank held Bank of America as of Q2 2026.

Based on Darwin Wealth Management's 13F filing for Q2 2026, filed 21 Jul 2026.