Ipswich Investment 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
Q1 | – | Sell |
-4,250
| Closed | -$234K | – | 187 |
|
|
2025
Q4 | $234K | Hold |
4,250
| – | – | 0.05% | 170 |
|
|
2025
Q3 | $219K | Hold |
4,250
| – | – | 0.05% | 175 |
|
|
2025
Q2 | $201K | Buy |
+4,250
| New | +$179K | 0.05% | 183 |
|
|
2022
Q1 | – | Sell |
-4,765
| Closed | -$212K | – | 191 |
|
|
2021
Q4 | $212K | Hold |
4,765
| – | – | 0.05% | 193 |
|
|
2021
Q3 | $202K | Buy |
+4,765
| New | +$192K | 0.05% | 191 |
|
|
2020
Q2 | – | Sell |
-10,076
| Closed | -$214K | – | 166 |
|
|
2020
Q1 | $214K | Hold |
10,076
| – | – | 0.08% | 149 |
|
|
2019
Q4 | $355K | Sell |
10,076
-100
| -1% | -$3.23K | 0.1% | 141 |
|
|
2019
Q3 | $297K | Hold |
10,176
| – | – | 0.09% | 150 |
|
|
2019
Q2 | $295K | Hold |
10,176
| – | – | 0.09% | 149 |
|
|
2019
Q1 | $281K | Sell |
10,176
-300
| -3% | -$8.48K | 0.09% | 151 |
|
|
2018
Q4 | $258K | Hold |
10,476
| – | – | 0.09% | 146 |
|
|
2018
Q3 | $309K | Hold |
10,476
| – | – | 0.1% | 138 |
|
|
2018
Q2 | $295K | Buy |
10,476
+300
| +3% | +$8.95K | 0.14% | 76 |
|
|
2018
Q1 | $305K | Hold |
10,176
| – | – | 0.13% | 119 |
|
|
2017
Q4 | $300K | Hold |
10,176
| – | – | 0.13% | 118 |
|
|
2017
Q3 | $258K | Sell |
10,176
-500
| -5% | -$12.1K | 0.12% | 122 |
|
|
2017
Q2 | $259K | Buy |
10,676
+800
| +8% | +$18.7K | 0.12% | 120 |
|
|
2017
Q1 | $233K | Sell |
9,876
-400
| -4% | -$9.49K | 0.1% | 119 |
|
|
2016
Q4 | $227K | Sell |
10,276
-1,000
| -9% | -$19.3K | 0.1% | 119 |
|
|
2016
Q3 | $176K | Sell |
11,276
-400
| -3% | -$5.96K | 0.09% | 126 |
|
|
2016
Q2 | $155K | Sell |
11,676
-1,517
| -11% | -$21.3K | 0.08% | 130 |
|
|
2016
Q1 | $185K | Hold |
13,193
| – | – | 0.09% | 128 |
|
|
2015
Q4 | $222K | Buy |
13,193
+1
| +0% | +$17 | 0.1% | 126 |
|
|
2015
Q3 | $206K | Buy |
13,192
+1,000
| +8% | +$16.8K | 0.1% | 130 |
|
|
2015
Q2 | $208K | Buy |
12,192
+1,000
| +9% | +$16.5K | 0.09% | 123 |
|
|
2015
Q1 | $172K | Buy |
11,192
+1
| +0% | +$16 | 0.08% | 130 |
|
|
2014
Q4 | $200K | Hold |
11,191
| – | – | 0.09% | 127 |
|
|
2014
Q3 | $191K | Buy |
+11,191
| New | +$178K | 0.08% | 125 |
|
Other funds holding BAC
Ipswich Investment Management's BAC Position: Q1 2026 in Review
Ipswich Investment Management sold out of Bank of America (BAC) in Q1 2026, closing a stake of 4,250 shares — an estimated $234K sold.
Ipswich Investment Management first reported a position in BAC in Q3 2014 and held it in 28 quarters. The position peaked at $355K in Q4 2019. 3,478 funds tracked by Wall St. Rank hold BAC as of Q1 2026.
- Ipswich Investment Management reported no remaining Bank of America position as of Q1 2026 after selling out during the quarter.
- Ipswich Investment Management sold 4,250 Bank of America shares in Q1 2026, an estimated $234K.
- Ipswich Investment Management first reported a position in Bank of America in Q3 2014 and held it in 28 quarters.
- Ipswich Investment Management's Bank of America position peaked at $355K in Q4 2019.
- 3,478 funds tracked by Wall St. Rank held Bank of America as of Q1 2026.
Based on Ipswich Investment Management's 13F filing for Q1 2026, filed 10 Apr 2026.