Iron Horse Wealth Management’s Bank of America BAC Stock Holding History

Iron Horse 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
2025 Q2	$146K	Buy	3,076 +2,400	+355%	+$101K	0.04%	67
2025 Q1	$28.2K	Buy	676 +129	+24%	+$5.75K	0.01%	168
2024 Q4	$24K	Hold	547	–	–	0.01%	166
2024 Q3	$21.7K	Sell	547 -51	-9%	-$2.04K	0.01%	172
2024 Q2	$23.8K	Buy	598 +500	+510%	+$19.2K	0.01%	149
2024 Q1	$3.71K	Buy	98 +1	+1%	+$34	﹤0.01%	284
2023 Q4	$3.28K	Sell	97 -1	-1%	-$29	﹤0.01%	308
2023 Q3	$2.67K	Buy	98 +48	+96%	+$1.42K	﹤0.01%	326
2023 Q2	$1.45K	Hold	50	–	–	﹤0.01%	255
2023 Q1	$1.43K	Buy	+50	New	+$1.65K	﹤0.01%	290
2022 Q3	–	Sell	-12	Closed	–	–	146
2022 Q2	$0	Buy	+12	New	+$432	﹤0.01%	250

Other funds holding BAC

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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

Norges Bank Oslo, Norway $935B AUM

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Iron Horse Wealth Management's BAC Position: Q2 2025 in Review

Iron Horse Wealth Management increased its Bank of America (BAC) stake by 355% in Q2 2025, buying an estimated $101K and bringing the position to 3,076 shares worth $146K. The position accounts for 0.04% of the portfolio, ranked #67.

Iron Horse Wealth Management first reported a position in BAC in Q2 2022 and has held it in 11 quarters since. 3,315 funds tracked by Wall St. Rank hold BAC as of Q2 2025.

Iron Horse Wealth Management held 3,076 shares of Bank of America worth $146K as of Q2 2025.
Iron Horse Wealth Management bought 2,400 Bank of America shares in Q2 2025, an estimated $101K.
Bank of America made up 0.04% of Iron Horse Wealth Management's portfolio in Q2 2025, its #67 holding.
Iron Horse Wealth Management first reported a position in Bank of America in Q2 2022 and has held it in 11 quarters since.
3,315 funds tracked by Wall St. Rank held Bank of America as of Q2 2025.

Based on Iron Horse Wealth Management's 13F filing for Q2 2025, filed 22 Jul 2025.