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

Iams 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 Q2	$1.8M	Sell	31,516 -1,065	-3%	-$56.6K	0.54%	59
2026 Q1	$1.59M	Buy	32,581 +3,758	+13%	+$194K	0.55%	58
2025 Q4	$1.59M	Sell	28,823 -1,218	-4%	-$64.4K	0.57%	56
2025 Q3	$1.55M	Sell	30,041 -2,653	-8%	-$129K	0.62%	50
2025 Q2	$1.55M	Sell	32,694 -1,920	-6%	-$80.8K	0.71%	46
2025 Q1	$1.44M	Buy	34,614 +2,321	+7%	+$103K	0.66%	54
2024 Q4	$1.42M	Sell	32,293 -102	-0.3%	-$4.49K	0.65%	50
2024 Q3	$1.29M	Sell	32,395 -9	-0%	-$361	0.63%	51
2024 Q2	$1.29M	Sell	32,404 -2,269	-7%	-$87K	0.71%	47
2024 Q1	$1.19M	Sell	34,673 -1,493	-4%	-$51.3K	0.73%	43
2023 Q4	$1.22M	Sell	36,166 -1,097	-3%	-$31.9K	0.79%	41
2023 Q3	$1.02M	Buy	+37,263	New	+$1.1M	0.71%	49
2023 Q2	–	Sell	-31,731	Closed	-$905K	–	135
2023 Q1	$903K	Buy	31,731 +15,373	+94%	+$507K	0.75%	47
2022 Q4	$542K	Buy	+16,358	New	+$563K	0.55%	62

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

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

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

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

Iams Wealth Management's BAC Position: Q2 2026 in Review

Iams Wealth Management reduced its Bank of America (BAC) stake by 3.3% in Q2 2026, selling an estimated $56.6K and leaving 31,516 shares worth $1.8M. The position accounts for 0.54% of the portfolio, ranked #59.

Iams Wealth Management first reported a position in BAC in Q4 2022 and has held it in 14 quarters since. 3,597 funds tracked by Wall St. Rank hold BAC as of Q2 2026.

Iams Wealth Management held 31,516 shares of Bank of America worth $1.8M as of Q2 2026.
Iams Wealth Management sold 1,065 Bank of America shares in Q2 2026, an estimated $56.6K.
Bank of America made up 0.54% of Iams Wealth Management's portfolio in Q2 2026, its #59 holding.
Iams Wealth Management first reported a position in Bank of America in Q4 2022 and has held it in 14 quarters since.
3,597 funds tracked by Wall St. Rank held Bank of America as of Q2 2026.

Based on Iams Wealth Management's 13F filing for Q2 2026, filed 16 Jul 2026.