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

Horizons 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	$122K	Hold	2,496	–	–	0.08%	75
2025 Q4	$137K	Sell	2,496 -7	-0.3%	-$370	0.09%	71
2025 Q3	$129K	Sell	2,503 -152	-6%	-$7.42K	0.09%	75
2025 Q2	$126K	Hold	2,655	–	–	0.09%	76
2025 Q1	$111K	Hold	2,655	–	–	0.08%	76
2024 Q4	$117K	Hold	2,655	–	–	0.09%	74
2024 Q3	$105K	Hold	2,655	–	–	0.08%	80
2024 Q2	$114K	Hold	2,655	–	–	0.09%	76
2024 Q1	$89.4K	Hold	2,655	–	–	0.06%	76
2023 Q4	$89.4K	Hold	2,655	–	–	0.06%	76
2023 Q3	$72.7K	Hold	2,655	–	–	0.05%	78
2023 Q2	$76.2K	Buy	2,655 +873	+49%	+$24.9K	0.05%	80
2023 Q1	$51K	Buy	1,782 +221	+14%	+$7.29K	0.04%	85
2022 Q4	$52K	Hold	1,561	–	–	0.04%	86
2022 Q3	$47K	Hold	1,561	–	–	0.04%	79
2022 Q2	$57K	Buy	+1,561	New	+$56.2K	0.05%	78

Other funds holding BAC

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

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

Horizons Wealth Management held its Bank of America (BAC) position steady in Q1 2026 at 2,496 shares worth $122K. The position accounts for 0.08% of the portfolio, ranked #75.

Horizons Wealth Management first reported a position in BAC in Q2 2022 and has held it in 16 quarters since. The position peaked at $137K in Q4 2025. 3,478 funds tracked by Wall St. Rank hold BAC as of Q1 2026.

Horizons Wealth Management held 2,496 shares of Bank of America worth $122K as of Q1 2026.
Horizons Wealth Management left its Bank of America share count unchanged in Q1 2026.
Bank of America made up 0.08% of Horizons Wealth Management's portfolio in Q1 2026, its #75 holding.
Horizons Wealth Management first reported a position in Bank of America in Q2 2022 and has held it in 16 quarters since.
Horizons Wealth Management's Bank of America position peaked at $137K in Q4 2025.
3,478 funds tracked by Wall St. Rank held Bank of America as of Q1 2026.

Based on Horizons Wealth Management's 13F filing for Q1 2026, filed 2 Apr 2026.