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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
Q2 		$16K Buy
+281
New +$14.9K ﹤0.01% 277
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
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

FWL Investment Management's BAC Position: Q2 2026 in Review

FWL Investment Management opened a new position in Bank of America (BAC) in Q2 2026: 281 shares worth $16K. The stake represents ﹤0.01% of the portfolio and ranks #277 among its holdings. This is a return to the name: FWL Investment Management previously reported a position in BAC as recently as Q4 2025.

FWL Investment Management first reported a position in BAC in Q4 2023 and has held it in 5 quarters since. The position peaked at $38.3K in Q4 2025. 3,621 funds tracked by Wall St. Rank hold BAC as of Q2 2026.

  • FWL Investment Management held 281 shares of Bank of America worth $16K as of Q2 2026.
  • Bank of America was a new FWL Investment Management position in Q2 2026.
  • Bank of America made up ﹤0.01% of FWL Investment Management's portfolio in Q2 2026, its #277 holding.
  • FWL Investment Management first reported a position in Bank of America in Q4 2023 and has held it in 5 quarters since.
  • FWL Investment Management's Bank of America position peaked at $38.3K in Q4 2025.
  • 3,621 funds tracked by Wall St. Rank held Bank of America as of Q2 2026.

Based on FWL Investment Management's 13F filing for Q2 2026, filed 14 Aug 2026.