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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 $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
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Gibbs Wealth Management's BAC Position: Q1 2026 in Review

Gibbs Wealth Management increased its Bank of America (BAC) stake by 125% in Q1 2026, buying an estimated $1.39M and bringing the position to 48,399 shares worth $2.36M. The position accounts for 0.31% of the portfolio, ranked #56.

Gibbs Wealth Management first reported a position in BAC in Q1 2024 and has held it in 9 quarters since. 3,491 funds tracked by Wall St. Rank hold BAC as of Q1 2026.

  • Gibbs Wealth Management held 48,399 shares of Bank of America worth $2.36M as of Q1 2026.
  • Gibbs Wealth Management bought 26,849 Bank of America shares in Q1 2026, an estimated $1.39M.
  • Bank of America made up 0.31% of Gibbs Wealth Management's portfolio in Q1 2026, its #56 holding.
  • Gibbs Wealth Management first reported a position in Bank of America in Q1 2024 and has held it in 9 quarters since.
  • 3,491 funds tracked by Wall St. Rank held Bank of America as of Q1 2026.

Based on Gibbs Wealth Management's 13F filing for Q1 2026, filed 13 May 2026.