GM Advisory Group’s Bank of America BAC Stock Holding History

GM Advisory Group’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	$3.04M	Buy	62,399 +833	+1%	+$43K	0.12%	89
2025 Q4	$3.39M	Sell	61,566 -2,593	-4%	-$137K	0.13%	80
2025 Q3	$3.31M	Sell	64,159 -1,225	-2%	-$59.8K	0.14%	76
2025 Q2	$3.09M	Buy	65,384 +28,875	+79%	+$1.21M	0.15%	70
2025 Q1	$1.52M	Buy	36,509 +1,204	+3%	+$53.7K	0.08%	100
2024 Q4	$1.55M	Sell	35,305 -41	-0.1%	-$1.8K	0.09%	94
2024 Q3	$1.4M	Sell	35,346 -221	-0.6%	-$8.86K	0.08%	94
2024 Q2	$1.41M	Buy	35,567 +446	+1%	+$17.1K	0.09%	93
2024 Q1	$1.33M	Buy	35,121 +9,707	+38%	+$333K	0.09%	92
2023 Q4	$856K	Sell	25,414 -31,451	-55%	-$916K	0.06%	104
2023 Q3	$1.56M	Buy	56,865 +1,675	+3%	+$49.6K	0.13%	63
2023 Q2	$1.58M	Sell	55,190 -12,400	-18%	-$354K	0.13%	60
2023 Q1	$1.93M	Sell	67,590 -42,364	-39%	-$1.4M	0.18%	51
2022 Q4	$3.64M	Sell	109,954 -3,856	-3%	-$133K	0.39%	37
2022 Q3	$3.44M	Sell	113,810 -923	-0.8%	-$30.9K	0.43%	30
2022 Q2	$3.57M	Sell	114,733 -11,907	-9%	-$429K	0.56%	31
2022 Q1	$5.22M	Sell	126,640 -10,821	-8%	-$488K	0.62%	27
2021 Q4	$6.12M	Sell	137,461 -400	-0.3%	-$18.2K	0.54%	34
2021 Q3	$5.85M	Buy	137,861 +5,500	+4%	+$222K	0.59%	33
2021 Q2	$5.46M	Buy	132,361 +3,484	+3%	+$143K	0.56%	36
2021 Q1	$4.99M	Buy	128,877 +6,505	+5%	+$224K	0.6%	30
2020 Q4	$3.71M	Sell	122,372 -19,059	-13%	-$511K	0.5%	35
2020 Q3	$3.41M	Sell	141,431 -5,721	-4%	-$142K	0.52%	33
2020 Q2	$3.5M	Buy	147,152 +1,981	+1%	+$46.8K	0.65%	28
2020 Q1	$3.08M	Buy	145,171 +128,605	+776%	+$3.86M	0.84%	19
2019 Q4	$583K	Sell	16,566 -21,843	-57%	-$706K	0.18%	46
2019 Q3	$1.12M	Buy	38,409 +1,295	+3%	+$37.2K	0.35%	33
2019 Q2	$1.08M	Sell	37,114 -602	-2%	-$17.4K	0.34%	38
2019 Q1	$1.04M	Buy	37,716 +580	+2%	+$16.4K	0.34%	40
2018 Q4	$915K	Sell	37,136 -2,978	-7%	-$80.8K	0.34%	39
2018 Q3	$1.18M	Sell	40,114 -1,000	-2%	-$30.5K	0.37%	43
2018 Q2	$1.16M	Sell	41,114 -5,800	-12%	-$173K	0.34%	42
2018 Q1	$1.41M	Buy	46,914 +100	+0.2%	+$3.14K	0.42%	38
2017 Q4	$1.38M	Buy	46,814 +17,450	+59%	+$481K	0.38%	40
2017 Q3	$744K	Sell	29,364 -1,650	-5%	-$40K	0.23%	50
2017 Q2	$752K	Buy	31,014 +250	+0.8%	+$5.83K	0.24%	50
2017 Q1	$726K	Buy	30,764 +750	+2%	+$17.8K	0.25%	49
2016 Q4	$663K	Hold	30,014	–	–	0.23%	50
2016 Q3	$470K	Sell	30,014 -1,200	-4%	-$17.9K	0.17%	47
2016 Q2	$414K	Sell	31,214 -20,900	-40%	-$294K	0.16%	45
2016 Q1	$705K	Buy	52,114 +26,431	+103%	+$357K	0.3%	36
2015 Q4	$432K	Buy	25,683 +11,817	+85%	+$200K	0.22%	38
2015 Q3	$216K	Sell	13,866 -2,000	-13%	-$33.6K	0.11%	37
2015 Q2	$270K	Sell	15,866 -13,261	-46%	-$219K	0.11%	39
2015 Q1	$448K	Buy	29,127 +14,161	+95%	+$227K	0.18%	34
2014 Q4	$268K	Sell	14,966 -3,416	-19%	-$58.5K	0.14%	52
2014 Q3	$313K	Buy	18,382 +295	+2%	+$4.7K	0.23%	46
2014 Q2	$278K	Buy	18,087 +2,105	+13%	+$32.7K	0.24%	49
2014 Q1	$266K	Buy	+15,982	New	+$269K	0.21%	57

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

GM Advisory Group's BAC Position: Q1 2026 in Review

GM Advisory Group increased its Bank of America (BAC) stake by 1.4% in Q1 2026, buying an estimated $43K and bringing the position to 62,399 shares worth $3.04M. The position accounts for 0.12% of the portfolio, ranked #89.

GM Advisory Group first reported a position in BAC in Q1 2014 and has held it in 49 quarters since. The position peaked at $6.12M in Q4 2021. 3,459 funds tracked by Wall St. Rank hold BAC as of Q1 2026.

GM Advisory Group held 62,399 shares of Bank of America worth $3.04M as of Q1 2026.
GM Advisory Group bought 833 Bank of America shares in Q1 2026, an estimated $43K.
Bank of America made up 0.12% of GM Advisory Group's portfolio in Q1 2026, its #89 holding.
GM Advisory Group first reported a position in Bank of America in Q1 2014 and has held it in 49 quarters since.
GM Advisory Group's Bank of America position peaked at $6.12M in Q4 2021.
3,459 funds tracked by Wall St. Rank held Bank of America as of Q1 2026.

Based on GM Advisory Group's 13F filing for Q1 2026, filed 28 Apr 2026.