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J.P. Marvel Investment Advisors’s Bank of America BAC Stock Holding History

J.P. Marvel Investment Advisors’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 		$13.5M Sell
276,613
-714
-0.3% -$36.8K 1.91% 17
2025
Q4 		$15.3M Sell
277,327
-15,018
-5% -$794K 2.12% 14
2025
Q3 		$15.1M Buy
292,345
+161
+0.1% +$7.85K 2.19% 14
2025
Q2 		$13.8M Hold
292,184
– – 2.23% 15
2025
Q1 		$12.2M Sell
292,184
-180
-0.1% -$8.02K 2.11% 13
2024
Q4 		$12.8M Sell
292,364
-1,320
-0.4% -$58.1K 2.12% 12
2024
Q3 		$11.7M Sell
293,684
-427
-0.1% -$17.1K 1.9% 13
2024
Q2 		$11.7M Sell
294,111
-65
-0% -$2.49K 1.92% 13
2024
Q1 		$11.2M Buy
294,176
+22,662
+8% +$778K 1.93% 14
2023
Q4 		$9.14M Sell
271,514
-6,070
-2% -$177K 1.81% 18
2023
Q3 		$7.6M Hold
277,584
– – 1.64% 22
2023
Q2 		$7.96M Sell
277,584
-1,218
-0.4% -$34.8K 1.66% 20
2023
Q1 		$7.97M Hold
278,802
– – 1.8% 21
2022
Q4 		$9.23M Sell
278,802
-55
-0% -$1.89K 2.17% 18
2022
Q3 		$8.42M Hold
278,857
– – 2.15% 17
2022
Q2 		$8.68M Sell
278,857
-1,770
-0.6% -$63.7K 2.09% 16
2022
Q1 		$11.6M Sell
280,627
-420
-0.1% -$18.9K 2.35% 16
2021
Q4 		$12.5M Buy
+281,047
New +$12.8M 2.44% 14
2021
Q3 		– Sell
-281,337
Closed -$11.6M – 67
2021
Q2 		$11.6M Buy
281,337
+13
+0% +$533 2.47% 14
2021
Q1 		$10.9M Sell
281,324
-300
-0.1% -$10.4K 2.58% 13
2020
Q4 		$8.54M Hold
281,624
– – 2.21% 15
2020
Q3 		$6.78M Buy
281,624
+2,540
+0.9% +$63.2K 1.95% 20
2020
Q2 		$6.63M Sell
279,084
-236
-0.1% -$5.58K 2.1% 18
2020
Q1 		$5.93M Buy
279,320
+1,640
+0.6% +$49.2K 2.25% 18
2019
Q4 		$9.78M Buy
277,680
+1,385
+0.5% +$44.8K 2.83% 14
2019
Q3 		$8.06M Buy
+276,295
New +$7.94M 2.58% 12
2019
Q1 		$7.69M Sell
278,865
-220
-0.1% -$6.22K 2.49% 14
2018
Q4 		$6.88M Buy
+279,085
New +$7.57M 2.48% 16
2018
Q2 		$7.9M Sell
280,155
-260
-0.1% -$7.76K 2.42% 14
2018
Q1 		$8.41M Buy
280,415
+1,750
+0.6% +$55K 2.6% 14
2017
Q4 		$8.23M Sell
278,665
-989
-0.4% -$27.3K 2.51% 15
2017
Q3 		$7.09M Buy
279,654
+104,689
+60% +$2.54M 2.25% 16
2017
Q2 		$4.25M Hold
174,965
– – 1.4% 33
2017
Q1 		$4.13M Sell
174,965
-7,797
-4% -$185K 1.37% 34
2016
Q4 		$4.04M Buy
182,762
+58,610
+47% +$1.13M 1.38% 33
2016
Q3 		$1.94M Buy
124,152
+35,987
+41% +$536K 0.69% 48
2016
Q2 		$1.17M Sell
88,165
-2,137
-2% -$30K 0.41% 51
2016
Q1 		$1.22M Sell
90,302
-1,293
-1% -$17.5K 0.44% 51
2015
Q4 		$1.54M Buy
+91,595
New +$1.55M 0.54% 49
2015
Q2 		$1.49M Sell
87,255
-700
-0.8% -$11.5K 0.5% 52
2015
Q1 		$1.35M Hold
87,955
– – 0.46% 52
2014
Q4 		$1.57M Hold
87,955
– – 0.55% 52
2014
Q3 		$1.5M Sell
87,955
-2,458
-3% -$39.1K 0.54% 53
2014
Q2 		$1.39M Hold
90,413
– – 0.47% 55
2014
Q1 		$1.55M Sell
90,413
-4,520
-5% -$76K 0.55% 54
2013
Q4 		$1.48M Buy
94,933
+3,000
+3% +$44.5K 0.53% 52
2013
Q3 		$1.27M Sell
91,933
-50
-0.1% -$714 0.49% 55
2013
Q2 		$1.18M Buy
+91,983
New +$1.17M 0.49% 55

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

J.P. Marvel Investment Advisors's BAC Position: Q1 2026 in Review

J.P. Marvel Investment Advisors reduced its Bank of America (BAC) stake by 0.26% in Q1 2026, selling an estimated $36.8K and leaving 276,613 shares worth $13.5M. The position accounts for 1.91% of the portfolio, ranked #17.

J.P. Marvel Investment Advisors first reported a position in BAC in Q2 2013 and has held it in 48 quarters since. The position peaked at $15.3M in Q4 2025. 3,459 funds tracked by Wall St. Rank hold BAC as of Q1 2026.

  • J.P. Marvel Investment Advisors held 276,613 shares of Bank of America worth $13.5M as of Q1 2026.
  • J.P. Marvel Investment Advisors sold 714 Bank of America shares in Q1 2026, an estimated $36.8K.
  • Bank of America made up 1.91% of J.P. Marvel Investment Advisors's portfolio in Q1 2026, its #17 holding.
  • J.P. Marvel Investment Advisors first reported a position in Bank of America in Q2 2013 and has held it in 48 quarters since.
  • J.P. Marvel Investment Advisors's Bank of America position peaked at $15.3M in Q4 2025.
  • 3,459 funds tracked by Wall St. Rank held Bank of America as of Q1 2026.

Based on J.P. Marvel Investment Advisors's 13F filing for Q1 2026, filed 6 May 2026.