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Edgemoor Investment Advisors’s Bank of America BAC Stock Holding History

Edgemoor Investment Advisors’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 		$392K Sell
8,031
-2,900
-27% -$150K 0.03% 131
2025
Q4 		$601K Sell
10,931
-375
-3% -$19.8K 0.05% 116
2025
Q3 		$583K Buy
+11,306
New +$552K 0.05% 124
2023
Q3 		– Sell
-7,223
Closed -$207K – 157
2023
Q2 		$207K Sell
7,223
-264,460
-97% -$7.55M 0.02% 156
2023
Q1 		$7.77M Sell
271,683
-7,530
-3% -$249K 0.94% 32
2022
Q4 		$9.25M Sell
279,213
-9,021
-3% -$311K 1.16% 27
2022
Q3 		$8.71M Sell
288,234
-212
-0.1% -$7.09K 1.16% 27
2022
Q2 		$8.98M Sell
288,446
-2,484
-0.9% -$89.4K 1.13% 30
2022
Q1 		$12M Buy
290,930
+20
+0% +$902 1.26% 23
2021
Q4 		$12.9M Sell
290,910
-2,020
-0.7% -$92K 1.33% 21
2021
Q3 		$12.4M Sell
292,930
-69,411
-19% -$2.8M 1.42% 19
2021
Q2 		$14.9M Buy
362,341
+2,266
+0.6% +$92.9K 1.39% 24
2021
Q1 		$13.9M Buy
360,075
+26,790
+8% +$924K 1.4% 23
2020
Q4 		$10.1M Buy
333,285
+14,261
+4% +$382K 1.13% 33
2020
Q3 		$7.68M Sell
319,024
-7,899
-2% -$197K 0.95% 39
2020
Q2 		$7.76M Buy
326,923
+9,090
+3% +$215K 1.04% 38
2020
Q1 		$6.75M Buy
317,833
+12,923
+4% +$387K 1.1% 35
2019
Q4 		$10.7M Buy
304,910
+12,886
+4% +$416K 1.22% 33
2019
Q3 		$8.52M Buy
292,024
+37,332
+15% +$1.07M 1.05% 41
2019
Q2 		$7.39M Buy
254,692
+89,170
+54% +$2.57M 0.93% 42
2019
Q1 		$4.57M Buy
165,522
+88,870
+116% +$2.51M 0.6% 52
2018
Q4 		$1.89M Buy
76,652
+65,535
+590% +$1.78M 0.28% 70
2018
Q3 		$328K Hold
11,117
– – 0.04% 108
2018
Q2 		$313K Hold
11,117
– – 0.04% 109
2018
Q1 		$333K Hold
11,117
– – 0.04% 112
2017
Q4 		$347K Buy
11,117
+2,857
+35% +$78.8K 0.04% 110
2017
Q3 		$209K Buy
+8,260
New +$200K 0.03% 136

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

Edgemoor Investment Advisors's BAC Position: Q1 2026 in Review

Edgemoor Investment Advisors reduced its Bank of America (BAC) stake by 27% in Q1 2026, selling an estimated $150K and leaving 8,031 shares worth $392K. The position accounts for 0.03% of the portfolio, ranked #131.

Edgemoor Investment Advisors first reported a position in BAC in Q3 2017 and has held it in 27 quarters since. The position peaked at $14.9M in Q2 2021. 3,460 funds tracked by Wall St. Rank hold BAC as of Q1 2026.

  • Edgemoor Investment Advisors held 8,031 shares of Bank of America worth $392K as of Q1 2026.
  • Edgemoor Investment Advisors sold 2,900 Bank of America shares in Q1 2026, an estimated $150K.
  • Bank of America made up 0.03% of Edgemoor Investment Advisors's portfolio in Q1 2026, its #131 holding.
  • Edgemoor Investment Advisors first reported a position in Bank of America in Q3 2017 and has held it in 27 quarters since.
  • Edgemoor Investment Advisors's Bank of America position peaked at $14.9M in Q2 2021.
  • 3,460 funds tracked by Wall St. Rank held Bank of America as of Q1 2026.

Based on Edgemoor Investment Advisors's 13F filing for Q1 2026, filed 13 May 2026.