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

Gibbs 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
Q1 		$2.36M Buy
48,399
+26,849
+125% +$1.39M 0.31% 56
2025
Q4 		$1.2M Sell
21,550
-3,344
-13% -$177K 0.29% 70
2025
Q3 		$1.28M Sell
24,894
-5,111
-17% -$249K 0.29% 74
2025
Q2 		$1.42M Buy
30,005
+6,059
+25% +$255K 0.27% 81
2025
Q1 		$999K Buy
23,946
+2,902
+14% +$129K 0.24% 97
2024
Q4 		$925K Buy
21,044
+4,065
+24% +$179K 0.25% 91
2024
Q3 		$674K Sell
16,979
-735
-4% -$29.5K 0.22% 104
2024
Q2 		$704K Buy
17,714
+4,182
+31% +$160K 0.29% 86
2024
Q1 		$513K Buy
+13,532
New +$465K 0.29% 88

Other funds holding BAC

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
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
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return