Institute for Wealth Management’s Bank of America BAC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $4.45M | Sell |
78,179
-349
| -0.4% | -$18.6K | 0.39% | 49 |
|
|
2026
Q1 | $3.83M | Buy |
78,528
+927
| +1% | +$47.8K | 0.41% | 50 |
|
|
2025
Q4 | $4.27M | Sell |
77,601
-809
| -1% | -$42.8K | 0.45% | 44 |
|
|
2025
Q3 | $4.05M | Sell |
78,410
-890
| -1% | -$43.4K | 0.42% | 44 |
|
|
2025
Q2 | $3.75M | Sell |
79,300
-517
| -0.6% | -$21.8K | 0.42% | 44 |
|
|
2025
Q1 | $3.33M | Buy |
79,817
+128
| +0.2% | +$5.7K | 0.43% | 46 |
|
|
2024
Q4 | $3.5M | Sell |
79,689
-653
| -0.8% | -$28.7K | 0.44% | 41 |
|
|
2024
Q3 | $3.19M | Sell |
80,342
-1,184
| -1% | -$47.5K | 0.4% | 45 |
|
|
2024
Q2 | $3.24M | Sell |
81,526
-197
| -0.2% | -$7.55K | 0.43% | 43 |
|
|
2024
Q1 | $3.1M | Sell |
81,723
-50
| -0.1% | -$1.72K | 0.4% | 45 |
|
|
2023
Q4 | $2.75M | Sell |
81,773
-277
| -0.3% | -$8.06K | 0.45% | 46 |
|
|
2023
Q3 | $2.25M | Buy |
82,050
+2,274
| +3% | +$67.3K | 0.41% | 53 |
|
|
2023
Q2 | $2.29M | Buy |
79,776
+3,357
| +4% | +$95.8K | 0.39% | 60 |
|
|
2023
Q1 | $2.19M | Sell |
76,419
-1,032
| -1% | -$34.1K | 0.42% | 55 |
|
|
2022
Q4 | $2.57M | Sell |
77,451
-5,604
| -7% | -$193K | 0.54% | 38 |
|
|
2022
Q3 | $2.51M | Sell |
83,055
-62
| -0.1% | -$2.07K | 0.56% | 36 |
|
|
2022
Q2 | $2.59M | Sell |
83,117
-12,130
| -13% | -$437K | 0.51% | 38 |
|
|
2022
Q1 | $3.93M | Buy |
95,247
+1,139
| +1% | +$51.4K | 0.64% | 26 |
|
|
2021
Q4 | $4.19M | Sell |
94,108
-498
| -0.5% | -$22.7K | 0.68% | 25 |
|
|
2021
Q3 | $4.02M | Buy |
94,606
+745
| +0.8% | +$30K | 0.7% | 23 |
|
|
2021
Q2 | $3.87M | Sell |
93,861
-850
| -0.9% | -$34.8K | 0.68% | 24 |
|
|
2021
Q1 | $3.66M | Sell |
94,711
-2,606
| -3% | -$89.9K | 0.7% | 25 |
|
|
2020
Q4 | $2.95M | Buy |
97,317
+1,574
| +2% | +$42.2K | 0.59% | 34 |
|
|
2020
Q3 | $2.31M | Sell |
95,743
-1,830
| -2% | -$45.6K | 0.53% | 38 |
|
|
2020
Q2 | $2.32M | Buy |
97,573
+566
| +0.6% | +$13.4K | 0.57% | 35 |
|
|
2020
Q1 | $2.06M | Sell |
97,007
-20,517
| -17% | -$615K | 0.63% | 31 |
|
|
2019
Q4 | $4.14M | Sell |
117,524
-3,236
| -3% | -$105K | 0.93% | 14 |
|
|
2019
Q3 | $3.52M | Sell |
120,760
-26,777
| -18% | -$770K | 0.89% | 18 |
|
|
2019
Q2 | $4.28M | Buy |
147,537
+5,438
| +4% | +$157K | 0.95% | 13 |
|
|
2019
Q1 | $3.92M | Buy |
142,099
+7,092
| +5% | +$200K | 0.85% | 16 |
|
|
2018
Q4 | $3.33M | Buy |
135,007
+10,861
| +9% | +$295K | 1.36% | 9 |
|
|
2018
Q3 | $3.74M | Sell |
124,146
-7,317
| -6% | -$223K | 1.26% | 14 |
|
|
2018
Q2 | $3.7M | Sell |
131,463
-826
| -0.6% | -$24.6K | 1.18% | 14 |
|
|
2018
Q1 | $3.96M | Sell |
132,289
-42,481
| -24% | -$1.33M | 1.17% | 12 |
|
|
2017
Q4 | $5.33M | Buy |
174,770
+46,811
| +37% | +$1.29M | 1.23% | 7 |
|
|
2017
Q3 | $3.24M | Sell |
127,959
-616
| -0.5% | -$14.9K | 1.05% | 13 |
|
|
2017
Q2 | $3.11M | Buy |
+128,575
| New | +$3M | 0.86% | 14 |
|
|
2013
Q3 | – | Sell |
-1,000
| Closed | -$13K | – | 69 |
|
|
2013
Q2 | $13K | Buy |
+1,000
| New | +$12.8K | 0.01% | 80 |
|
Other funds holding BAC
Institute for Wealth Management's BAC Position: Q2 2026 in Review
Institute for Wealth Management reduced its Bank of America (BAC) stake by 0.44% in Q2 2026, selling an estimated $18.6K and leaving 78,179 shares worth $4.45M. The position accounts for 0.39% of the portfolio, ranked #49.
Institute for Wealth Management first reported a position in BAC in Q2 2013 and has held it in 38 quarters since. The position peaked at $5.33M in Q4 2017. 3,597 funds tracked by Wall St. Rank hold BAC as of Q2 2026.
- Institute for Wealth Management held 78,179 shares of Bank of America worth $4.45M as of Q2 2026.
- Institute for Wealth Management sold 349 Bank of America shares in Q2 2026, an estimated $18.6K.
- Bank of America made up 0.39% of Institute for Wealth Management's portfolio in Q2 2026, its #49 holding.
- Institute for Wealth Management first reported a position in Bank of America in Q2 2013 and has held it in 38 quarters since.
- Institute for Wealth Management's Bank of America position peaked at $5.33M in Q4 2017.
- 3,597 funds tracked by Wall St. Rank held Bank of America as of Q2 2026.
Based on Institute for Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.