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

Executive 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
2024
Q4 		$454K Buy
10,322
+266
+3% +$11.7K 0.04% 173
2024
Q3 		$399K Buy
+10,056
New +$403K 0.03% 190
2024
Q2 		– Sell
-9,500
Closed -$356K – 137
2024
Q1 		$356K Buy
9,500
+267
+3% +$9.16K 0.03% 179
2023
Q4 		$311K Sell
9,233
-264
-3% -$7.69K 0.03% 171
2023
Q3 		$260K Buy
9,497
+1,195
+14% +$35.4K 0.03% 171
2023
Q2 		$238K Sell
8,302
-121
-1% -$3.45K 0.02% 178
2023
Q1 		$241K Sell
8,423
-26
-0.3% -$858 0.03% 175
2022
Q4 		$280K Buy
8,449
+8,201
+3,307% +$282K 0.03% 160
2022
Q3 		$248 Sell
248
-7,689
-97% -$257K 0.03% 154
2022
Q2 		$247K Sell
7,937
-1,461
-16% -$52.6K 0.03% 160
2022
Q1 		$387K Buy
9,398
+68
+0.7% +$3.07K 0.04% 146
2021
Q4 		$415K Buy
+9,330
New +$425K 0.04% 149
2020
Q1 		– Sell
-17,850
Closed -$628K – 124
2019
Q4 		$628K Buy
+17,850
New +$577K 0.09% 109
2019
Q3 		– Sell
-18,434
Closed -$535K – 186
2019
Q2 		$535K Buy
18,434
+117
+0.6% +$3.37K 0.08% 124
2019
Q1 		$505K Sell
18,317
-22
-0.1% -$622 0.09% 111
2018
Q4 		$452K Buy
+18,339
New +$498K 0.08% 110

Other funds holding BAC

Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM

Executive Wealth Management's BAC Position: Q4 2024 in Review

Executive Wealth Management increased its Bank of America (BAC) stake by 2.6% in Q4 2024, buying an estimated $11.7K and bringing the position to 10,322 shares worth $454K. The position accounts for 0.04% of the portfolio, ranked #173.

Executive Wealth Management first reported a position in BAC in Q4 2018 and has held it in 16 quarters since. The position peaked at $628K in Q4 2019. 3,266 funds tracked by Wall St. Rank hold BAC as of Q4 2024.

  • Executive Wealth Management held 10,322 shares of Bank of America worth $454K as of Q4 2024.
  • Executive Wealth Management bought 266 Bank of America shares in Q4 2024, an estimated $11.7K.
  • Bank of America made up 0.04% of Executive Wealth Management's portfolio in Q4 2024, its #173 holding.
  • Executive Wealth Management first reported a position in Bank of America in Q4 2018 and has held it in 16 quarters since.
  • Executive Wealth Management's Bank of America position peaked at $628K in Q4 2019.
  • 3,266 funds tracked by Wall St. Rank held Bank of America as of Q4 2024.

Based on Executive Wealth Management's 13F filing for Q4 2024, filed 13 Feb 2025.