IWM
BAC icon

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

Inlight 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 		– Sell
-159
Closed -$8.74K – 68
2025
Q4 		$8.74K Sell
159
-226
-59% -$11.9K ﹤0.01% 150
2025
Q3 		$19.9K Hold
385
– – 0.01% 141
2025
Q2 		$18.2K Hold
385
– – 0.01% 139
2025
Q1 		$16.1K Buy
+385
New +$17.2K 0.01% 152

Other funds holding BAC

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

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

Inlight Wealth Management sold out of Bank of America (BAC) in Q1 2026, closing a stake of 159 shares — an estimated $8.74K sold.

Inlight Wealth Management first reported a position in BAC in Q1 2025 and held it in 4 quarters. The position peaked at $19.9K in Q3 2025. 3,478 funds tracked by Wall St. Rank hold BAC as of Q1 2026.

  • Inlight Wealth Management reported no remaining Bank of America position as of Q1 2026 after selling out during the quarter.
  • Inlight Wealth Management sold 159 Bank of America shares in Q1 2026, an estimated $8.74K.
  • Inlight Wealth Management first reported a position in Bank of America in Q1 2025 and held it in 4 quarters.
  • Inlight Wealth Management's Bank of America position peaked at $19.9K in Q3 2025.
  • 3,478 funds tracked by Wall St. Rank held Bank of America as of Q1 2026.

Based on Inlight Wealth Management's 13F filing for Q1 2026, filed 4 May 2026.