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Hamilton Wealth’s Bank of America BAC Stock Holding History

Hamilton Wealth’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 		$316K Buy
+6,475
New +$334K 0.06% 87
2024
Q4 		– Sell
-5,106
Closed -$203K – 98
2024
Q3 		$203K Sell
5,106
-378
-7% -$15.1K 0.05% 102
2024
Q2 		$218K Hold
5,484
– – 0.06% 90
2024
Q1 		$208K Sell
5,484
-2,077
-27% -$71.3K 0.06% 97
2023
Q4 		$255K Sell
7,561
-790
-9% -$23K 0.08% 74
2023
Q3 		$229K Buy
+8,351
New +$247K 0.08% 82

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

Hamilton Wealth's BAC Position: Q1 2026 in Review

Hamilton Wealth opened a new position in Bank of America (BAC) in Q1 2026: 6,475 shares worth $316K. The stake represents 0.06% of the portfolio and ranks #87 among its holdings. This is a return to the name: Hamilton Wealth previously reported a position in BAC as recently as Q3 2024.

Hamilton Wealth first reported a position in BAC in Q3 2023 and has held it in 6 quarters since. 3,463 funds tracked by Wall St. Rank hold BAC as of Q1 2026.

  • Hamilton Wealth held 6,475 shares of Bank of America worth $316K as of Q1 2026.
  • Bank of America was a new Hamilton Wealth position in Q1 2026.
  • Bank of America made up 0.06% of Hamilton Wealth's portfolio in Q1 2026, its #87 holding.
  • Hamilton Wealth first reported a position in Bank of America in Q3 2023 and has held it in 6 quarters since.
  • 3,463 funds tracked by Wall St. Rank held Bank of America as of Q1 2026.

Based on Hamilton Wealth's 13F filing for Q1 2026, filed 18 May 2026.