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

Elmwood 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	$304K	Buy	5,338 +267	+5%	+$14.2K	0.08%	161
2026 Q1	$247K	Buy	5,071 +165	+3%	+$8.51K	0.07%	166
2025 Q4	$270K	Buy	+4,906	New	+$259K	0.09%	152
2021 Q2	$35K	Buy	860 +500	+139%	+$20.5K	0.02%	189
2021 Q1	$14K	Buy	+360	New	+$12.4K	0.01%	232
2020 Q3	$17K	Hold	710	–	–	0.01%	166
2020 Q2	$17K	Sell	710 -99	-12%	-$2.34K	0.01%	166
2020 Q1	$24.3K	Buy	+809	New	+$24.3K	0.02%	154
2019 Q4	–	Sell	-809	Closed	-$24K	–	102
2019 Q3	$24K	Hold	809	–	–	0.02%	134
2019 Q2	$23K	Hold	809	–	–	0.02%	152
2019 Q1	$22K	Hold	809	–	–	0.02%	149
2018 Q4	$20K	Hold	809	–	–	0.02%	160
2018 Q3	$23.8K	Hold	809	–	–	0.02%	165
2018 Q2	$22.8K	Hold	809	–	–	0.02%	160
2018 Q1	$24.3K	Buy	+809	New	+$25.4K	0.02%	154

Other funds holding BAC

LMFP

Larry Mathis Financial Planning Phoenix, Arizona $124B AUM

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

FWIA

Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

CRM

Cardano Risk Management Rotterdam, Netherlands $13B AUM 49.44% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

OIAM

OFI Invest Asset Management Paris, France $10B AUM 48.47% 1-Year Est. Return

DJC

Daily Journal Corp Los Angeles, California $257M AUM 13.37% 1-Year Est. Return

CNB

Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return

Eastern Bank Boston, Massachusetts $6.53B AUM 30.05% 1-Year Est. Return

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

Elmwood Wealth Management increased its Bank of America (BAC) stake by 5.3% in Q2 2026, buying an estimated $14.2K and bringing the position to 5,338 shares worth $304K. The position accounts for 0.08% of the portfolio, ranked #161.

Elmwood Wealth Management first reported a position in BAC in Q1 2018 and has held it in 15 quarters since. 739 funds tracked by Wall St. Rank hold BAC as of Q2 2026.

Elmwood Wealth Management held 5,338 shares of Bank of America worth $304K as of Q2 2026.
Elmwood Wealth Management bought 267 Bank of America shares in Q2 2026, an estimated $14.2K.
Bank of America made up 0.08% of Elmwood Wealth Management's portfolio in Q2 2026, its #161 holding.
Elmwood Wealth Management first reported a position in Bank of America in Q1 2018 and has held it in 15 quarters since.
739 funds tracked by Wall St. Rank held Bank of America as of Q2 2026.

Based on Elmwood Wealth Management's 13F filing for Q2 2026, filed 8 Jul 2026.