Icon Wealth Advisors’s Bank of America BAC Stock Holding History

Icon Wealth Advisors’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	$7.18M	Sell	135,701 -10,618	-7%	-$548K	0.47%	43
2025 Q4	$8.04M	Buy	146,319 +13	+0%	+$687	0.54%	41
2025 Q3	$7.55M	Sell	146,306 -1,854	-1%	-$90.4K	0.51%	41
2025 Q2	$7.01M	Sell	148,160 -266	-0.2%	-$11.2K	0.5%	43
2025 Q1	$6.19M	Sell	148,426 -2,232	-1%	-$99.5K	0.51%	45
2024 Q4	$6.62M	Sell	150,658 -3	-0%	-$132	0.54%	39
2024 Q3	$5.98M	Sell	150,661 -7,281	-5%	-$292K	0.5%	41
2024 Q2	$6.37M	Sell	157,942 -3,684	-2%	-$141K	0.57%	35
2024 Q1	$6.13M	Buy	161,626 +18,777	+13%	+$645K	0.57%	35
2023 Q4	$4.81M	Buy	+142,849	New	+$4.16M	0.5%	38
2022 Q4	$5.45M	Sell	164,530 -10,600	-6%	-$365K	0.63%	38
2022 Q3	$5.29M	Buy	+175,130	New	+$5.85M	0.64%	37

Other funds holding BAC

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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 Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Icon Wealth Advisors's BAC Position: Q1 2026 in Review

Icon Wealth Advisors reduced its Bank of America (BAC) stake by 7.3% in Q1 2026, selling an estimated $548K and leaving 135,701 shares worth $7.18M. The position accounts for 0.47% of the portfolio, ranked #43.

Icon Wealth Advisors first reported a position in BAC in Q3 2022 and has held it in 12 quarters since. The position peaked at $8.04M in Q4 2025. 3,459 funds tracked by Wall St. Rank hold BAC as of Q1 2026.

Icon Wealth Advisors held 135,701 shares of Bank of America worth $7.18M as of Q1 2026.
Icon Wealth Advisors sold 10,618 Bank of America shares in Q1 2026, an estimated $548K.
Bank of America made up 0.47% of Icon Wealth Advisors's portfolio in Q1 2026, its #43 holding.
Icon Wealth Advisors first reported a position in Bank of America in Q3 2022 and has held it in 12 quarters since.
Icon Wealth Advisors's Bank of America position peaked at $8.04M in Q4 2025.
3,459 funds tracked by Wall St. Rank held Bank of America as of Q1 2026.

Based on Icon Wealth Advisors's 13F filing for Q1 2026, filed 12 May 2026.