Ironwood Investment Management’s Bank of America BAC Stock Holding History

Ironwood Investment 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
2026 Q1	$278K	Sell	5,707 -13	-0.2%	-$671	0.12%	142
2025 Q4	$315K	Hold	5,720	–	–	0.13%	136
2025 Q3	$295K	Hold	5,720	–	–	0.13%	134
2025 Q2	$271K	Sell	5,720 -19	-0.3%	-$799	0.13%	133
2025 Q1	$239K	Sell	5,739 -100	-2%	-$4.46K	0.13%	132
2024 Q4	$257K	Hold	5,839	–	–	0.13%	139
2024 Q3	$232K	Sell	5,839 -740	-11%	-$29.7K	0.11%	140
2024 Q2	$262K	Hold	6,579	–	–	0.14%	132
2024 Q1	$249K	Sell	6,579 -686	-9%	-$23.5K	0.12%	145
2023 Q4	$245K	Buy	+7,265	New	+$212K	0.13%	138
2023 Q3	–	Sell	-7,265	Closed	-$208K	–	165
2023 Q2	$208K	Hold	7,265	–	–	0.12%	146
2023 Q1	$208K	Sell	7,265 -346	-5%	-$11.4K	0.13%	141
2022 Q4	$252K	Sell	7,611 -1,100	-13%	-$37.9K	0.17%	128
2022 Q3	$263K	Hold	8,711	–	–	0.18%	130
2022 Q2	$271K	Sell	8,711 -40	-0.5%	-$1.44K	0.18%	129
2022 Q1	$361K	Sell	8,751 -582	-6%	-$26.3K	0.2%	127
2021 Q4	$415K	Sell	9,333 -200	-2%	-$9.11K	0.21%	129
2021 Q3	$405K	Sell	9,533 -300	-3%	-$12.1K	0.21%	124
2021 Q2	$405K	Hold	9,833	–	–	0.2%	132
2021 Q1	$380K	Sell	9,833 -175	-2%	-$6.04K	0.2%	131
2020 Q4	$303K	Buy	10,008 +100	+1%	+$2.68K	0.18%	137
2020 Q3	$239K	Hold	9,908	–	–	0.17%	139
2020 Q2	$235K	Sell	9,908 -36	-0.4%	-$851	0.18%	129
2020 Q1	$211K	Sell	9,944 -675	-6%	-$20.2K	0.21%	129
2019 Q4	$374K	Sell	10,619 -13	-0.1%	-$420	0.26%	117
2019 Q3	$310K	Sell	10,632 -333	-3%	-$9.57K	0.23%	123
2019 Q2	$318K	Hold	10,965	–	–	0.25%	121
2019 Q1	$303K	Sell	10,965 -69	-0.6%	-$1.95K	0.25%	126
2018 Q4	$272K	Hold	11,034	–	–	0.25%	127
2018 Q3	$325K	Hold	11,034	–	–	0.23%	133
2018 Q2	$311K	Sell	11,034 -25	-0.2%	-$746	0.22%	133
2018 Q1	$332K	Sell	11,059 -100	-0.9%	-$3.14K	0.24%	131
2017 Q4	$329K	Hold	11,159	–	–	0.24%	135
2017 Q3	$283K	Hold	11,159	–	–	0.2%	139
2017 Q2	$271K	Sell	11,159 -167	-1%	-$3.89K	0.2%	144
2017 Q1	$267K	Hold	11,326	–	–	0.2%	148
2016 Q4	$250K	Sell	11,326 -369	-3%	-$7.11K	0.18%	151
2016 Q3	$183K	Hold	11,695	–	–	0.14%	159
2016 Q2	$155K	Sell	11,695 -160	-1%	-$2.25K	0.12%	159
2016 Q1	$160K	Sell	11,855 -32	-0.3%	-$432	0.1%	156
2015 Q4	$200K	Hold	11,887	–	–	0.08%	154
2015 Q3	$185K	Sell	11,887 -40	-0.3%	-$673	0.07%	148
2015 Q2	$203K	Sell	11,927 -35	-0.3%	-$577	0.05%	153
2015 Q1	$184K	Sell	11,962 -4,938	-29%	-$79.3K	0.03%	157
2014 Q4	$302K	Buy	16,900 +160	+1%	+$2.74K	0.06%	146
2014 Q3	$285K	Hold	16,740	–	–	0.05%	149
2014 Q2	$257K	Buy	16,740 +2,747	+20%	+$42.7K	0.04%	155
2014 Q1	$241K	Buy	13,993 +2,064	+17%	+$34.7K	0.04%	148
2013 Q4	$186K	Sell	11,929 -355	-3%	-$5.27K	0.03%	157
2013 Q3	$170K	Sell	12,284 -55	-0.4%	-$785	0.03%	152
2013 Q2	$159K	Buy	+12,339	New	+$157K	0.03%	152

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

Ironwood Investment Management's BAC Position: Q1 2026 in Review

Ironwood Investment Management reduced its Bank of America (BAC) stake by 0.23% in Q1 2026, selling an estimated $671 and leaving 5,707 shares worth $278K. The position accounts for 0.12% of the portfolio, ranked #142.

Ironwood Investment Management first reported a position in BAC in Q2 2013 and has held it in 51 quarters since. The position peaked at $415K in Q4 2021. 3,462 funds tracked by Wall St. Rank hold BAC as of Q1 2026.

Ironwood Investment Management held 5,707 shares of Bank of America worth $278K as of Q1 2026.
Ironwood Investment Management sold 13 Bank of America shares in Q1 2026, an estimated $671.
Bank of America made up 0.12% of Ironwood Investment Management's portfolio in Q1 2026, its #142 holding.
Ironwood Investment Management first reported a position in Bank of America in Q2 2013 and has held it in 51 quarters since.
Ironwood Investment Management's Bank of America position peaked at $415K in Q4 2021.
3,462 funds tracked by Wall St. Rank held Bank of America as of Q1 2026.

Based on Ironwood Investment Management's 13F filing for Q1 2026, filed 15 May 2026.