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

Hohimer 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
2026
Q1 		$1.01M Sell
20,674
-478
-2% -$24.7K 0.12% 159
2025
Q4 		$1.16M Buy
21,152
+335
+2% +$17.7K 0.16% 129
2025
Q3 		$1.07M Buy
20,817
+798
+4% +$38.9K 0.15% 134
2025
Q2 		$947K Buy
20,019
+364
+2% +$15.3K 0.17% 110
2025
Q1 		$820K Buy
+19,655
New +$876K 0.16% 121
2023
Q2 		– Sell
-111,305
Closed -$3.18M – 189
2023
Q1 		$3.18M Buy
111,305
+57,485
+107% +$1.9M 0.92% 34
2022
Q4 		$1.78M Sell
53,820
-60,238
-53% -$2.07M 0.57% 52
2022
Q3 		$3.44M Buy
114,058
+1,335
+1% +$44.6K 1.11% 26
2022
Q2 		$3.51M Buy
112,723
+6,551
+6% +$236K 1.04% 25
2022
Q1 		$4.38M Buy
106,172
+7,621
+8% +$344K 0.86% 30
2021
Q4 		$4.38M Buy
98,551
+152
+0.2% +$6.92K 0.92% 27
2021
Q3 		$4.18M Buy
98,399
+516
+0.5% +$20.8K 0.88% 39
2021
Q2 		$4.04M Buy
97,883
+35,616
+57% +$1.46M 0.83% 42
2021
Q1 		$2.41M Buy
62,267
+11,888
+24% +$410K 0.59% 64
2020
Q4 		$1.53M Sell
50,379
-1,429
-3% -$38.3K 0.4% 79
2020
Q3 		$1.23M Buy
51,808
+1,907
+4% +$47.5K 0.35% 96
2020
Q2 		$1.19M Buy
49,901
+24,535
+97% +$580K 0.41% 87
2020
Q1 		$595K Buy
25,366
+6,193
+32% +$186K 0.25% 124
2019
Q4 		$675K Buy
+19,173
New +$620K 0.23% 149

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

Hohimer Wealth Management's BAC Position: Q1 2026 in Review

Hohimer Wealth Management reduced its Bank of America (BAC) stake by 2.3% in Q1 2026, selling an estimated $24.7K and leaving 20,674 shares worth $1.01M. The position accounts for 0.12% of the portfolio, ranked #159.

Hohimer Wealth Management first reported a position in BAC in Q4 2019 and has held it in 19 quarters since. The position peaked at $4.38M in Q4 2021. 3,462 funds tracked by Wall St. Rank hold BAC as of Q1 2026.

  • Hohimer Wealth Management held 20,674 shares of Bank of America worth $1.01M as of Q1 2026.
  • Hohimer Wealth Management sold 478 Bank of America shares in Q1 2026, an estimated $24.7K.
  • Bank of America made up 0.12% of Hohimer Wealth Management's portfolio in Q1 2026, its #159 holding.
  • Hohimer Wealth Management first reported a position in Bank of America in Q4 2019 and has held it in 19 quarters since.
  • Hohimer Wealth Management's Bank of America position peaked at $4.38M in Q4 2021.
  • 3,462 funds tracked by Wall St. Rank held Bank of America as of Q1 2026.

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