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Delta Investment Management’s Bank of America BAC Stock Holding History

Delta Investment 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 		$501K Sell
10,282
-380
-4% -$19.6K 0.09% 143
2025
Q4 		$586K Buy
10,662
+1
+0% +$53 0.1% 143
2025
Q3 		$550K Buy
10,661
+101
+1% +$4.93K 0.1% 134
2025
Q2 		$500K Buy
10,560
+6
+0.1% +$252 0.1% 133
2025
Q1 		$440K Sell
10,554
-20
-0.2% -$891 0.09% 137
2024
Q4 		$465K Buy
10,574
+33
+0.3% +$1.45K 0.09% 138
2024
Q3 		$418K Buy
10,541
+281
+3% +$11.3K 0.09% 141
2024
Q2 		$408K Buy
10,260
+253
+3% +$9.7K 0.09% 133
2024
Q1 		$379K Buy
10,007
+43
+0.4% +$1.48K 0.09% 139
2023
Q4 		$335K Buy
9,964
+21
+0.2% +$611 0.08% 142
2023
Q3 		$272K Hold
9,943
– – 0.08% 151
2023
Q2 		$285K Hold
9,943
– – 0.08% 147
2023
Q1 		$284K Buy
9,943
+993
+11% +$32.8K 0.08% 145
2022
Q4 		$296K Buy
8,950
+45
+0.5% +$1.55K 0.1% 139
2022
Q3 		$269K Buy
8,905
+3
+0% +$100 0.12% 131
2022
Q2 		$277K Buy
8,902
+2
+0% +$72 0.13% 112
2022
Q1 		$367K Buy
8,900
+2
+0% +$90 0.11% 97
2021
Q4 		$396K Buy
8,898
+2
+0% +$91 0.11% 118
2021
Q3 		$378K Buy
8,896
+1
+0% +$40 0.12% 116
2021
Q2 		$367K Buy
8,895
+2
+0% +$82 0.11% 124
2021
Q1 		$344K Sell
8,893
-504
-5% -$17.4K 0.11% 122
2020
Q4 		$284K Sell
9,397
-608
-6% -$16.3K 0.09% 145
2020
Q3 		$241K Sell
10,005
-337
-3% -$8.39K 0.13% 102
2020
Q2 		$245K Buy
10,342
+735
+8% +$17.4K 0.1% 120
2020
Q1 		$203K Sell
9,607
-14,285
-60% -$428K 0.16% 84
2019
Q4 		$841K Buy
+23,892
New +$772K 0.31% 57

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

Delta Investment Management's BAC Position: Q1 2026 in Review

Delta Investment Management reduced its Bank of America (BAC) stake by 3.6% in Q1 2026, selling an estimated $19.6K and leaving 10,282 shares worth $501K. The position accounts for 0.09% of the portfolio, ranked #143.

Delta Investment Management first reported a position in BAC in Q4 2019 and has held it in 26 quarters since. The position peaked at $841K in Q4 2019. 3,462 funds tracked by Wall St. Rank hold BAC as of Q1 2026.

  • Delta Investment Management held 10,282 shares of Bank of America worth $501K as of Q1 2026.
  • Delta Investment Management sold 380 Bank of America shares in Q1 2026, an estimated $19.6K.
  • Bank of America made up 0.09% of Delta Investment Management's portfolio in Q1 2026, its #143 holding.
  • Delta Investment Management first reported a position in Bank of America in Q4 2019 and has held it in 26 quarters since.
  • Delta Investment Management's Bank of America position peaked at $841K in Q4 2019.
  • 3,462 funds tracked by Wall St. Rank held Bank of America as of Q1 2026.

Based on Delta Investment Management's 13F filing for Q1 2026, filed 13 May 2026.