FWL Investment Management’s Bank of America BAC Stock Holding History

FWL Investment 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 Q1	–	Sell	-696	Closed	-$38.3K	–	355
2025 Q4	$38.3K	Buy	+696	New	+$36.8K	0.01%	179
2024 Q3	–	Sell	-105	Closed	-$4.18K	–	300
2024 Q2	$4.18K	Hold	105	–	–	﹤0.01%	210
2024 Q1	$3.98K	Sell	105 -110	-51%	-$3.78K	﹤0.01%	198
2023 Q4	$7.24K	Buy	+215	New	+$6.26K	﹤0.01%	179

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

FWL Investment Management's BAC Position: Q1 2026 in Review

FWL Investment Management sold out of Bank of America (BAC) in Q1 2026, closing a stake of 696 shares — an estimated $38.3K sold.

FWL Investment Management first reported a position in BAC in Q4 2023 and held it in 4 quarters. The position peaked at $38.3K in Q4 2025. 3,459 funds tracked by Wall St. Rank hold BAC as of Q1 2026.

FWL Investment Management reported no remaining Bank of America position as of Q1 2026 after selling out during the quarter.
FWL Investment Management sold 696 Bank of America shares in Q1 2026, an estimated $38.3K.
FWL Investment Management first reported a position in Bank of America in Q4 2023 and held it in 4 quarters.
FWL Investment Management's Bank of America position peaked at $38.3K in Q4 2025.
3,459 funds tracked by Wall St. Rank held Bank of America as of Q1 2026.

Based on FWL Investment Management's 13F filing for Q1 2026, filed 15 May 2026.