Investment Advisory Group’s Bank of America BAC Stock Holding History

Investment Advisory Group’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	$466K	Sell	9,558 -418	-4%	-$21.6K	0.12%	115
2025 Q4	$549K	Buy	9,976 +1,636	+20%	+$86.5K	0.14%	104
2025 Q3	$430K	Sell	8,340 -5	-0.1%	-$244	0.12%	113
2025 Q2	$395K	Buy	8,345 +541	+7%	+$22.8K	0.12%	114
2025 Q1	$326K	Buy	7,804 +70	+0.9%	+$3.12K	0.11%	123
2024 Q4	$340K	Sell	7,734 -25	-0.3%	-$1.1K	0.11%	116
2024 Q3	$308K	Buy	7,759 +54	+0.7%	+$2.16K	0.11%	127
2024 Q2	$306K	Buy	7,705 +1,032	+15%	+$39.5K	0.12%	118
2024 Q1	$253K	Buy	6,673 +25	+0.4%	+$858	0.1%	134
2023 Q4	$224K	Buy	+6,648	New	+$194K	0.1%	136
2023 Q2	–	Sell	-7,264	Closed	-$208K	–	148
2023 Q1	$208K	Buy	7,264 +424	+6%	+$14K	0.12%	128
2022 Q4	$227K	Buy	6,840 +8	+0.1%	+$276	0.14%	123
2022 Q3	$206K	Buy	6,832 +9	+0.1%	+$301	0.14%	118
2022 Q2	$215K	Sell	6,823 -371	-5%	-$13.4K	0.15%	114
2022 Q1	$295K	Buy	7,194 +274	+4%	+$12.4K	0.18%	97
2021 Q4	$339K	Buy	+6,920	New	+$315K	0.22%	83

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

Investment Advisory Group's BAC Position: Q1 2026 in Review

Investment Advisory Group reduced its Bank of America (BAC) stake by 4.2% in Q1 2026, selling an estimated $21.6K and leaving 9,558 shares worth $466K. The position accounts for 0.12% of the portfolio, ranked #115.

Investment Advisory Group first reported a position in BAC in Q4 2021 and has held it in 16 quarters since. The position peaked at $549K in Q4 2025. 3,462 funds tracked by Wall St. Rank hold BAC as of Q1 2026.

Investment Advisory Group held 9,558 shares of Bank of America worth $466K as of Q1 2026.
Investment Advisory Group sold 418 Bank of America shares in Q1 2026, an estimated $21.6K.
Bank of America made up 0.12% of Investment Advisory Group's portfolio in Q1 2026, its #115 holding.
Investment Advisory Group first reported a position in Bank of America in Q4 2021 and has held it in 16 quarters since.
Investment Advisory Group's Bank of America position peaked at $549K in Q4 2025.
3,462 funds tracked by Wall St. Rank held Bank of America as of Q1 2026.

Based on Investment Advisory Group's 13F filing for Q1 2026, filed 22 Apr 2026.