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Investment Partners’s Bank of America BAC Stock Holding History

Investment Partners’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 		$341K Sell
6,993
-493
-7% -$25.4K 0.12% 127
2025
Q4 		$412K Sell
7,486
-144
-2% -$7.61K 0.14% 114
2025
Q3 		$394K Buy
7,630
+123
+2% +$6K 0.14% 114
2025
Q2 		$355K Sell
7,507
-100
-1% -$4.21K 0.13% 122
2025
Q1 		$317K Buy
7,607
+233
+3% +$10.4K 0.13% 119
2024
Q4 		$324K Buy
7,374
+912
+14% +$40.1K 0.13% 120
2024
Q3 		$256K Sell
6,462
-209
-3% -$8.38K 0.11% 134
2024
Q2 		$265K Buy
6,671
+6
+0.1% +$230 0.12% 126
2024
Q1 		$253K Buy
6,665
+7
+0.1% +$240 0.11% 130
2023
Q4 		$224K Buy
+6,658
New +$194K 0.11% 129
2023
Q3 		– Sell
-7,396
Closed -$212K – 134
2023
Q2 		$212K Sell
7,396
-2,636
-26% -$75.2K 0.11% 125
2023
Q1 		$287K Buy
10,032
+13
+0.1% +$429 0.15% 116
2022
Q4 		$332K Sell
10,019
-28,726
-74% -$989K 0.18% 111
2022
Q3 		$1.17M Buy
38,745
+28,503
+278% +$953K 0.35% 76
2022
Q2 		$319K Buy
10,242
+258
+3% +$9.29K 0.16% 116
2022
Q1 		$412K Buy
9,984
+10
+0.1% +$451 0.17% 101
2021
Q4 		$444K Buy
9,974
+2,511
+34% +$114K 0.18% 100
2021
Q3 		$317K Buy
7,463
+11
+0.1% +$443 0.14% 124
2021
Q2 		$307K Buy
7,452
+10
+0.1% +$410 0.14% 124
2021
Q1 		$288K Buy
7,442
+11
+0.1% +$380 0.14% 126
2020
Q4 		$225K Buy
+7,431
New +$199K 0.12% 134
2020
Q3 		– Sell
-9,599
Closed -$228K – 132
2020
Q2 		$228K Buy
9,599
+32
+0.3% +$756 0.13% 118
2020
Q1 		$203K Buy
9,567
+236
+3% +$7.08K 0.15% 116
2019
Q4 		$329K Sell
9,331
-628
-6% -$20.3K 0.22% 100
2019
Q3 		$290K Buy
9,959
+499
+5% +$14.3K 0.21% 103
2019
Q2 		$274K Sell
9,460
-784
-8% -$22.6K 0.2% 113
2019
Q1 		$283K Buy
10,244
+20
+0.2% +$565 0.2% 103
2018
Q4 		$252K Sell
10,224
-727
-7% -$19.7K 0.21% 105
2018
Q3 		$284 Sell
10,951
-194
-2% -$5.91K 0.16% 91
2018
Q2 		$314K Sell
11,145
-4,476
-29% -$134K 0.23% 90
2018
Q1 		$468K Sell
15,621
-1,832
-10% -$57.5K 0.35% 69
2017
Q4 		$515K Buy
17,453
+2,197
+14% +$60.6K 0.38% 67
2017
Q3 		$387K Sell
15,256
-182
-1% -$4.42K 0.33% 74
2017
Q2 		$375K Buy
15,438
+281
+2% +$6.55K 0.34% 77
2017
Q1 		$358K Buy
15,157
+1,188
+9% +$28.2K 0.34% 78
2016
Q4 		$309K Sell
13,969
-23,866
-63% -$460K 0.3% 85
2016
Q3 		$592K Buy
37,835
+23,451
+163% +$349K 0.34% 83
2016
Q2 		$191K Sell
14,384
-25,912
-64% -$364K 0.19% 107
2016
Q1 		$678K Buy
40,296
+26,147
+185% +$353K 0.44% 70
2015
Q4 		$238K Sell
14,149
-319
-2% -$5.39K 0.29% 85
2015
Q3 		$227K Buy
14,468
+10
+0.1% +$168 0.3% 85
2015
Q2 		$246K Sell
14,458
-1,875
-11% -$30.9K 0.3% 84
2015
Q1 		$254K Sell
16,333
-74
-0.5% -$1.19K 0.28% 82
2014
Q4 		$293K Buy
+16,407
New +$281K 0.34% 76

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

Investment Partners's BAC Position: Q1 2026 in Review

Investment Partners reduced its Bank of America (BAC) stake by 6.6% in Q1 2026, selling an estimated $25.4K and leaving 6,993 shares worth $341K. The position accounts for 0.12% of the portfolio, ranked #127.

Investment Partners first reported a position in BAC in Q4 2014 and has held it in 44 quarters since. The position peaked at $1.17M in Q3 2022. 3,461 funds tracked by Wall St. Rank hold BAC as of Q1 2026.

  • Investment Partners held 6,993 shares of Bank of America worth $341K as of Q1 2026.
  • Investment Partners sold 493 Bank of America shares in Q1 2026, an estimated $25.4K.
  • Bank of America made up 0.12% of Investment Partners's portfolio in Q1 2026, its #127 holding.
  • Investment Partners first reported a position in Bank of America in Q4 2014 and has held it in 44 quarters since.
  • Investment Partners's Bank of America position peaked at $1.17M in Q3 2022.
  • 3,461 funds tracked by Wall St. Rank held Bank of America as of Q1 2026.

Based on Investment Partners's 13F filing for Q1 2026, filed 5 May 2026.