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Hemington Wealth Management’s Bank of America BAC Stock Holding History

Hemington 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
2025
Q3 		$563K Buy
10,928
+325
+3% +$15.9K 0.07% 78
2025
Q2 		$501K Sell
10,603
-191
-2% -$8.04K 0.07% 78
2025
Q1 		$450K Sell
10,794
-891
-8% -$39.7K 0.07% 78
2024
Q4 		$513K Buy
11,685
+611
+6% +$26.9K 0.13% 70
2024
Q3 		$463K Sell
11,074
-1,043
-9% -$41.8K 0.12% 74
2024
Q2 		$481K Buy
12,117
+99
+0.8% +$3.79K 0.16% 69
2024
Q1 		$456K Sell
12,018
-653
-5% -$22.4K 0.17% 76
2023
Q4 		$427K Buy
12,671
+67
+0.5% +$1.95K 0.16% 72
2023
Q3 		$345K Sell
12,604
-870
-6% -$25.7K 0.16% 69
2023
Q2 		$386K Sell
13,474
-536
-4% -$15.3K 0.16% 68
2023
Q1 		$400K Hold
14,010
– – 0.16% 67
2022
Q4 		$464K Buy
14,010
+298
+2% +$10.3K 0.2% 53
2022
Q3 		$414K Sell
13,712
-110
-0.8% -$3.68K 0.18% 57
2022
Q2 		$430K Sell
13,822
-3
-0% -$108 0.17% 64
2022
Q1 		$570K Buy
13,825
+5,057
+58% +$228K 0.19% 60
2021
Q4 		$266K Sell
8,768
-1,183
-12% -$53.9K 0.12% 72
2021
Q3 		$422K Buy
9,951
+54
+0.5% +$2.17K 0.16% 66
2021
Q2 		$408K Buy
9,897
+1,034
+12% +$42.4K 0.17% 62
2021
Q1 		$343K Buy
8,863
+95
+1% +$3.28K 0.15% 67
2020
Q4 		$266K Buy
+8,768
New +$235K 0.12% 72

Other funds holding BAC

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Hemington Wealth Management's BAC Position: Q3 2025 in Review

Hemington Wealth Management increased its Bank of America (BAC) stake by 3.1% in Q3 2025, buying an estimated $15.9K and bringing the position to 10,928 shares worth $563K. The position accounts for 0.07% of the portfolio, ranked #78.

Hemington Wealth Management first reported a position in BAC in Q4 2020 and has held it in 20 quarters since. The position peaked at $570K in Q1 2022. 3,360 funds tracked by Wall St. Rank hold BAC as of Q3 2025.

  • Hemington Wealth Management held 10,928 shares of Bank of America worth $563K as of Q3 2025.
  • Hemington Wealth Management bought 325 Bank of America shares in Q3 2025, an estimated $15.9K.
  • Bank of America made up 0.07% of Hemington Wealth Management's portfolio in Q3 2025, its #78 holding.
  • Hemington Wealth Management first reported a position in Bank of America in Q4 2020 and has held it in 20 quarters since.
  • Hemington Wealth Management's Bank of America position peaked at $570K in Q1 2022.
  • 3,360 funds tracked by Wall St. Rank held Bank of America as of Q3 2025.

Based on Hemington Wealth Management's 13F filing for Q3 2025, filed 24 Oct 2025.