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

IMG 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 		$101K Sell
2,068
-3,083
-60% -$159K 0.06% 141
2025
Q4 		$283K Buy
5,151
+376
+8% +$19.9K 0.18% 75
2025
Q3 		$246K Hold
4,775
– – 0.17% 78
2025
Q2 		$226K Buy
4,775
+2,707
+131% +$114K 0.18% 74
2025
Q1 		$86.3K Hold
2,068
– – 0.08% 115
2024
Q4 		$90.9K Buy
+2,068
New +$91K 0.08% 108

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

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

IMG Wealth Management reduced its Bank of America (BAC) stake by 60% in Q1 2026, selling an estimated $159K and leaving 2,068 shares worth $101K. The position accounts for 0.06% of the portfolio, ranked #141.

IMG Wealth Management first reported a position in BAC in Q4 2024 and has held it in 6 quarters since. The position peaked at $283K in Q4 2025. 3,459 funds tracked by Wall St. Rank hold BAC as of Q1 2026.

  • IMG Wealth Management held 2,068 shares of Bank of America worth $101K as of Q1 2026.
  • IMG Wealth Management sold 3,083 Bank of America shares in Q1 2026, an estimated $159K.
  • Bank of America made up 0.06% of IMG Wealth Management's portfolio in Q1 2026, its #141 holding.
  • IMG Wealth Management first reported a position in Bank of America in Q4 2024 and has held it in 6 quarters since.
  • IMG Wealth Management's Bank of America position peaked at $283K in Q4 2025.
  • 3,459 funds tracked by Wall St. Rank held Bank of America as of Q1 2026.

Based on IMG Wealth Management's 13F filing for Q1 2026, filed 15 May 2026.