F/M Investments’s Bank of America BAC Stock Holding History

F/M 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	$2.37M	Sell	48,515 -37,402	-44%	-$1.93M	0.16%	95
2025 Q4	$4.73M	Sell	85,917 -3,809	-4%	-$201K	0.18%	140
2025 Q3	$4.63M	Sell	89,726 -3,136	-3%	-$153K	0.18%	141
2025 Q2	$4.39M	Sell	92,862 -10,980	-11%	-$462K	0.16%	134
2025 Q1	$4.33M	Sell	103,842 -4,311	-4%	-$192K	0.17%	128
2024 Q4	$4.75M	Buy	108,153 +33,787	+45%	+$1.49M	0.18%	120
2024 Q3	$2.95M	Sell	74,366 -31,793	-30%	-$1.27M	0.09%	195
2024 Q2	$4.24M	Buy	+106,159	New	+$4.07M	0.15%	172
2024 Q1	–	Sell	-7,119	Closed	-$240K	–	82
2023 Q4	$240K	Buy	+7,119	New	+$207K	0.14%	72
2023 Q1	–	Sell	-55,568	Closed	-$1.84M	–	63
2022 Q4	$1.84M	Sell	55,568 -4,603	-8%	-$159K	2.23%	16
2022 Q3	$1.82M	Buy	+60,171	New	+$2.01M	2.95%	10

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

F/M Investments's BAC Position: Q1 2026 in Review

F/M Investments reduced its Bank of America (BAC) stake by 44% in Q1 2026, selling an estimated $1.93M and leaving 48,515 shares worth $2.37M. The position accounts for 0.16% of the portfolio, ranked #95.

F/M Investments first reported a position in BAC in Q3 2022 and has held it in 11 quarters since. The position peaked at $4.75M in Q4 2024. 3,462 funds tracked by Wall St. Rank hold BAC as of Q1 2026.

F/M Investments held 48,515 shares of Bank of America worth $2.37M as of Q1 2026.
F/M Investments sold 37,402 Bank of America shares in Q1 2026, an estimated $1.93M.
Bank of America made up 0.16% of F/M Investments's portfolio in Q1 2026, its #95 holding.
F/M Investments first reported a position in Bank of America in Q3 2022 and has held it in 11 quarters since.
F/M Investments's Bank of America position peaked at $4.75M in Q4 2024.
3,462 funds tracked by Wall St. Rank held Bank of America as of Q1 2026.

Based on F/M Investments's 13F filing for Q1 2026, filed 11 May 2026.