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Global Wealth Management Investment Advisory’s Bank of America BAC Stock Holding History

Global Wealth Management Investment Advisory’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 		$12.1M Buy
247,786
+12,586
+5% +$649K 1.89% 15
2025
Q4 		$12.9M Buy
235,200
+3,590
+2% +$190K 2.07% 14
2025
Q3 		$11.9M Sell
231,610
-4,307
-2% -$210K 2% 14
2025
Q2 		$11.2M Sell
235,917
-5,291
-2% -$223K 2.09% 14
2025
Q1 		$10.1M Buy
241,208
+8,048
+3% +$359K 2.01% 16
2024
Q4 		$10.2M Buy
233,160
+3,871
+2% +$170K 2.11% 13
2024
Q3 		$9.1M Buy
229,289
+3,486
+2% +$140K 1.96% 15
2024
Q2 		$8.98M Buy
225,803
+4,816
+2% +$185K 2.09% 13
2024
Q1 		$8.38M Sell
220,987
-231
-0.1% -$7.93K 2.05% 13
2023
Q4 		$7.45M Buy
221,218
+3,840
+2% +$112K 1.91% 12
2023
Q3 		$5.95M Buy
217,378
+6,716
+3% +$199K 1.67% 16
2023
Q2 		$6.04M Buy
210,662
+17,453
+9% +$498K 1.66% 15
2023
Q1 		$5.53M Buy
193,209
+49,660
+35% +$1.64M 1.66% 14
2022
Q4 		$4.75M Buy
143,549
+5,714
+4% +$197K 1.55% 16
2022
Q3 		$4.16M Buy
137,835
+6,056
+5% +$202K 1.48% 17
2022
Q2 		$4.1M Buy
131,779
+26,000
+25% +$936K 1.38% 20
2022
Q1 		$4.36M Sell
105,779
-14,479
-12% -$653K 1.3% 20
2021
Q4 		$5.35M Buy
120,258
+337
+0.3% +$15.4K 1.61% 16
2021
Q3 		$5.09M Buy
119,921
+4,562
+4% +$184K 1.61% 16
2021
Q2 		$4.76M Buy
115,359
+1,348
+1% +$55.3K 1.58% 15
2021
Q1 		$4.41M Buy
114,011
+2,412
+2% +$83.2K 1.59% 14
2020
Q4 		$3.38M Buy
111,599
+5,198
+5% +$139K 1.31% 24
2020
Q3 		$2.56M Buy
106,401
+819
+0.8% +$20.4K 1.11% 29
2020
Q2 		$2.51M Buy
105,582
+7,035
+7% +$166K 1.07% 30
2020
Q1 		$2.09M Buy
98,547
+18,698
+23% +$561K 1.05% 31
2019
Q4 		$2.81M Sell
79,849
-5,286
-6% -$171K 1.19% 30
2019
Q3 		$2.48M Buy
85,135
+3,471
+4% +$99.8K 1.14% 30
2019
Q2 		$2.37M Buy
81,664
+7,727
+10% +$223K 1.15% 32
2019
Q1 		$2.04M Buy
73,937
+16,445
+29% +$465K 1.06% 34
2018
Q4 		$1.42M Buy
+57,492
New +$1.56M 0.82% 49

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

Global Wealth Management Investment Advisory's BAC Position: Q1 2026 in Review

Global Wealth Management Investment Advisory increased its Bank of America (BAC) stake by 5.4% in Q1 2026, buying an estimated $649K and bringing the position to 247,786 shares worth $12.1M. The position accounts for 1.89% of the portfolio, ranked #15.

Global Wealth Management Investment Advisory first reported a position in BAC in Q4 2018 and has held it in 30 quarters since. The position peaked at $12.9M in Q4 2025. 3,461 funds tracked by Wall St. Rank hold BAC as of Q1 2026.

  • Global Wealth Management Investment Advisory held 247,786 shares of Bank of America worth $12.1M as of Q1 2026.
  • Global Wealth Management Investment Advisory bought 12,586 Bank of America shares in Q1 2026, an estimated $649K.
  • Bank of America made up 1.89% of Global Wealth Management Investment Advisory's portfolio in Q1 2026, its #15 holding.
  • Global Wealth Management Investment Advisory first reported a position in Bank of America in Q4 2018 and has held it in 30 quarters since.
  • Global Wealth Management Investment Advisory's Bank of America position peaked at $12.9M in Q4 2025.
  • 3,461 funds tracked by Wall St. Rank held Bank of America as of Q1 2026.

Based on Global Wealth Management Investment Advisory's 13F filing for Q1 2026, filed 1 May 2026.