Disciplined Investments’s Bank of America BAC Stock Holding History

Disciplined Investments’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	$221K	Sell	4,523 -73	-2%	-$3.77K	0.08%	129
2025 Q4	$253K	Buy	4,596 +2	+0%	+$106	0.1%	109
2025 Q3	$237K	Buy	4,594 +2	+0%	+$98	0.09%	115
2025 Q2	$217K	Buy	+4,592	New	+$193K	0.09%	117
2023 Q3	–	Sell	-319	Closed	-$9.15K	–	241
2023 Q2	$9.15K	Buy	319 +54	+20%	+$1.54K	﹤0.01%	333
2023 Q1	$7.58K	Hold	265	–	–	﹤0.01%	376
2022 Q4	$8.78K	Sell	265 -153	-37%	-$5.27K	﹤0.01%	332
2022 Q3	$13K	Buy	418 +225	+117%	+$7.52K	0.01%	344
2022 Q2	$6K	Sell	193 -150	-44%	-$5.4K	﹤0.01%	414
2022 Q1	$14K	Buy	+343	New	+$15.5K	0.01%	361
2020 Q2	–	Sell	-788	Closed	-$17K	–	404
2020 Q1	$17K	Buy	788 +719	+1,042%	+$21.6K	0.02%	228
2019 Q4	$2K	Buy	+69	New	+$2.23K	﹤0.01%	375

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

Disciplined Investments's BAC Position: Q1 2026 in Review

Disciplined Investments reduced its Bank of America (BAC) stake by 1.6% in Q1 2026, selling an estimated $3.77K and leaving 4,523 shares worth $221K. The position accounts for 0.08% of the portfolio, ranked #129.

Disciplined Investments first reported a position in BAC in Q4 2019 and has held it in 12 quarters since. The position peaked at $253K in Q4 2025. 3,459 funds tracked by Wall St. Rank hold BAC as of Q1 2026.

Disciplined Investments held 4,523 shares of Bank of America worth $221K as of Q1 2026.
Disciplined Investments sold 73 Bank of America shares in Q1 2026, an estimated $3.77K.
Bank of America made up 0.08% of Disciplined Investments's portfolio in Q1 2026, its #129 holding.
Disciplined Investments first reported a position in Bank of America in Q4 2019 and has held it in 12 quarters since.
Disciplined Investments's Bank of America position peaked at $253K in Q4 2025.
3,459 funds tracked by Wall St. Rank held Bank of America as of Q1 2026.

Based on Disciplined Investments's 13F filing for Q1 2026, filed 12 May 2026.