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Godshalk Welsh Capital Management’s Bank of America BAC Stock Holding History

Godshalk Welsh Capital 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 		$2.15M Sell
44,070
-250
-0.6% -$12.9K 1.25% 24
2025
Q4 		$2.44M Sell
44,320
-900
-2% -$47.6K 1.39% 20
2025
Q3 		$2.33M Sell
45,220
-100
-0.2% -$4.88K 1.34% 20
2025
Q2 		$2.14M Sell
45,320
-675
-1% -$28.4K 1.32% 19
2025
Q1 		$1.92M Sell
45,995
-900
-2% -$40.1K 1.26% 22
2024
Q4 		$2.06M Sell
46,895
-250
-0.5% -$11K 1.33% 20
2024
Q3 		$1.87M Hold
47,145
– – 1.18% 25
2024
Q2 		$1.87M Sell
47,145
-750
-2% -$28.7K 1.25% 23
2024
Q1 		$1.82M Hold
47,895
– – 1.22% 26
2023
Q4 		$1.61M Sell
47,895
-2,305
-5% -$67.1K 1.16% 28
2023
Q3 		$1.37M Hold
50,200
– – 1.04% 33
2023
Q2 		$1.44M Buy
50,200
+75
+0.1% +$2.14K 0.99% 34
2023
Q1 		$1.43M Hold
50,125
– – 1.01% 33
2022
Q4 		$1.66M Sell
50,125
-1,120
-2% -$38.6K 1.21% 26
2022
Q3 		$1.55M Buy
51,245
+1,095
+2% +$36.6K 1.14% 29
2022
Q2 		$1.56M Sell
50,150
-350
-0.7% -$12.6K 1.12% 33
2022
Q1 		$2.08M Sell
50,500
-250
-0.5% -$11.3K 1.28% 26
2021
Q4 		$2.26M Sell
50,750
-1,125
-2% -$51.3K 1.29% 25
2021
Q3 		$2.2M Sell
51,875
-100
-0.2% -$4.03K 1.37% 23
2021
Q2 		$1.97M Sell
51,975
-250
-0.5% -$10.2K 1.22% 29
2021
Q1 		$2.02M Sell
52,225
-1,000
-2% -$34.5K 1.41% 21
2020
Q4 		$1.61M Hold
53,225
– – 1.19% 30
2020
Q3 		$1.28M Buy
53,225
+850
+2% +$21.2K 1.08% 31
2020
Q2 		$1.24M Buy
52,375
+150
+0.3% +$3.54K 1.17% 29
2020
Q1 		$1.11M Hold
52,225
– – 1.21% 28
2019
Q4 		$1.84M Sell
52,225
-350
-0.7% -$11.3K 1.52% 20
2019
Q3 		$1.53M Hold
52,575
– – 1.36% 23
2019
Q2 		$1.52M Hold
52,575
– – 1.41% 23
2019
Q1 		$1.45M Buy
52,575
+1,700
+3% +$48K 1.39% 24
2018
Q4 		$1.25M Buy
50,875
+1,200
+2% +$32.6K 1.4% 24
2018
Q3 		$1.46M Buy
49,675
+175
+0.4% +$5.33K 1.42% 23
2018
Q2 		$1.4M Sell
49,500
-100
-0.2% -$2.98K 1.46% 22
2018
Q1 		$1.49M Sell
49,600
-500
-1% -$15.7K 1.6% 18
2017
Q4 		$1.48M Sell
50,100
-3,375
-6% -$93K 1.5% 19
2017
Q3 		$1.35M Sell
53,475
-3,775
-7% -$91.6K 1.36% 20
2017
Q2 		$1.39M Sell
57,250
-1,500
-3% -$35K 1.38% 19
2017
Q1 		$1.39M Hold
58,750
– – 1.36% 20
2016
Q4 		$1.3M Sell
58,750
-4,050
-6% -$78K 1.33% 22
2016
Q3 		$983K Buy
62,800
+3,650
+6% +$54.4K 1.02% 31
2016
Q2 		$785K Buy
59,150
+1,800
+3% +$25.3K 0.83% 45
2016
Q1 		$775K Buy
57,350
+10,850
+23% +$146K 0.8% 45
2015
Q4 		$783K Buy
46,500
+2,900
+7% +$49K 0.82% 43
2015
Q3 		$679K Buy
43,600
+2,350
+6% +$39.5K 0.74% 51
2015
Q2 		$702K Buy
41,250
+1,500
+4% +$24.7K 0.71% 57
2015
Q1 		$612K Buy
39,750
+2,700
+7% +$43.4K 0.63% 68
2014
Q4 		$663K Buy
+37,050
New +$634K 0.6% 62

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

Godshalk Welsh Capital Management's BAC Position: Q1 2026 in Review

Godshalk Welsh Capital Management reduced its Bank of America (BAC) stake by 0.56% in Q1 2026, selling an estimated $12.9K and leaving 44,070 shares worth $2.15M. The position accounts for 1.25% of the portfolio, ranked #24.

Godshalk Welsh Capital Management first reported a position in BAC in Q4 2014 and has held it in 46 quarters since. The position peaked at $2.44M in Q4 2025. 3,460 funds tracked by Wall St. Rank hold BAC as of Q1 2026.

  • Godshalk Welsh Capital Management held 44,070 shares of Bank of America worth $2.15M as of Q1 2026.
  • Godshalk Welsh Capital Management sold 250 Bank of America shares in Q1 2026, an estimated $12.9K.
  • Bank of America made up 1.25% of Godshalk Welsh Capital Management's portfolio in Q1 2026, its #24 holding.
  • Godshalk Welsh Capital Management first reported a position in Bank of America in Q4 2014 and has held it in 46 quarters since.
  • Godshalk Welsh Capital Management's Bank of America position peaked at $2.44M in Q4 2025.
  • 3,460 funds tracked by Wall St. Rank held Bank of America as of Q1 2026.

Based on Godshalk Welsh Capital Management's 13F filing for Q1 2026, filed 13 May 2026.