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Inlet Private Wealth’s Bank of America BAC Stock Holding History

Inlet Private Wealth’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 		$5.8M Sell
118,919
-8,030
-6% -$414K 1.48% 21
2025
Q4 		$6.98M Sell
126,949
-7,600
-6% -$402K 1.62% 21
2025
Q3 		$6.94M Buy
134,549
+536
+0.4% +$26.1K 1.57% 20
2025
Q2 		$6.34M Sell
134,013
-100
-0.1% -$4.21K 1.56% 20
2025
Q1 		$5.6M Hold
134,113
– – 1.45% 24
2024
Q4 		$5.89M Sell
134,113
-10,000
-7% -$440K 1.56% 19
2024
Q3 		$5.72M Sell
144,113
-877
-0.6% -$35.1K 1.45% 22
2024
Q2 		$5.77M Buy
144,990
+20
+0% +$766 1.58% 19
2024
Q1 		$5.5M Sell
144,970
-200
-0.1% -$6.87K 1.54% 25
2023
Q4 		$4.89M Sell
145,170
-11,000
-7% -$320K 1.5% 25
2023
Q3 		$4.28M Sell
156,170
-3,900
-2% -$115K 1.41% 23
2023
Q2 		$4.59M Buy
160,070
+2,900
+2% +$82.8K 1.16% 27
2023
Q1 		$4.5M Sell
157,170
-2,450
-2% -$80.9K 1.17% 26
2022
Q4 		$5.29M Sell
159,620
-2,346
-1% -$80.8K 1.36% 19
2022
Q3 		$4.89M Buy
161,966
+1,544
+1% +$51.6K 1.46% 18
2022
Q2 		$4.99M Sell
160,422
-587
-0.4% -$21.1K 1.43% 18
2022
Q1 		$6.64M Buy
161,009
+1,210
+0.8% +$54.6K 1.66% 16
2021
Q4 		$7.11M Buy
159,799
+9
+0% +$410 1.72% 14
2021
Q3 		$6.78M Hold
159,790
– – 1.82% 11
2021
Q2 		$6.59M Sell
159,790
-400
-0.2% -$16.4K 1.73% 11
2021
Q1 		$6.2M Buy
160,190
+2,800
+2% +$96.6K 1.77% 13
2020
Q4 		$4.77M Buy
157,390
+2,700
+2% +$72.4K 1.56% 16
2020
Q3 		$3.73M Buy
154,690
+16,670
+12% +$415K 1.45% 16
2020
Q2 		$3.28M Hold
138,020
– – 1.31% 21
2020
Q1 		$2.93M Buy
138,020
+3,700
+3% +$111K 1.36% 18
2019
Q4 		$4.73M Buy
134,320
+1,000
+0.8% +$32.3K 1.57% 16
2019
Q3 		$3.89M Buy
133,320
+200
+0.2% +$5.75K 1.44% 20
2019
Q2 		$3.92M Buy
133,120
+2,930
+2% +$84.5K 1.41% 19
2019
Q1 		$3.59M Buy
130,190
+31,127
+31% +$880K 1.44% 17
2018
Q4 		$2.44M Buy
+99,063
New +$2.69M 1.31% 19

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

Inlet Private Wealth's BAC Position: Q1 2026 in Review

Inlet Private Wealth reduced its Bank of America (BAC) stake by 6.3% in Q1 2026, selling an estimated $414K and leaving 118,919 shares worth $5.8M. The position accounts for 1.48% of the portfolio, ranked #21.

Inlet Private Wealth first reported a position in BAC in Q4 2018 and has held it in 30 quarters since. The position peaked at $7.11M in Q4 2021. 3,459 funds tracked by Wall St. Rank hold BAC as of Q1 2026.

  • Inlet Private Wealth held 118,919 shares of Bank of America worth $5.8M as of Q1 2026.
  • Inlet Private Wealth sold 8,030 Bank of America shares in Q1 2026, an estimated $414K.
  • Bank of America made up 1.48% of Inlet Private Wealth's portfolio in Q1 2026, its #21 holding.
  • Inlet Private Wealth first reported a position in Bank of America in Q4 2018 and has held it in 30 quarters since.
  • Inlet Private Wealth's Bank of America position peaked at $7.11M in Q4 2021.
  • 3,459 funds tracked by Wall St. Rank held Bank of America as of Q1 2026.

Based on Inlet Private Wealth's 13F filing for Q1 2026, filed 13 May 2026.