Jackson Thornton Wealth Management’s Bank of America BAC Stock Holding History

Jackson Thornton 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
2026 Q1	$415K	Sell	7,904 -1,631	-17%	-$84.2K	0.04%	131
2025 Q4	$546K	Buy	9,535 +607	+7%	+$32.1K	0.05%	104
2025 Q3	$445K	Buy	8,928 +3,456	+63%	+$169K	0.05%	114
2025 Q2	$258K	Buy	+5,472	New	+$230K	0.03%	104
2025 Q1	–	Sell	-5,088	Closed	-$224K	–	105
2024 Q4	$224K	Buy	+5,088	New	+$224K	0.03%	76

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

Jackson Thornton Wealth Management's BAC Position: Q1 2026 in Review

Jackson Thornton Wealth Management reduced its Bank of America (BAC) stake by 17% in Q1 2026, selling an estimated $84.2K and leaving 7,904 shares worth $415K. The position accounts for 0.04% of the portfolio, ranked #131.

Jackson Thornton Wealth Management first reported a position in BAC in Q4 2024 and has held it in 5 quarters since. The position peaked at $546K in Q4 2025. 3,460 funds tracked by Wall St. Rank hold BAC as of Q1 2026.

Jackson Thornton Wealth Management held 7,904 shares of Bank of America worth $415K as of Q1 2026.
Jackson Thornton Wealth Management sold 1,631 Bank of America shares in Q1 2026, an estimated $84.2K.
Bank of America made up 0.04% of Jackson Thornton Wealth Management's portfolio in Q1 2026, its #131 holding.
Jackson Thornton Wealth Management first reported a position in Bank of America in Q4 2024 and has held it in 5 quarters since.
Jackson Thornton Wealth Management's Bank of America position peaked at $546K in Q4 2025.
3,460 funds tracked by Wall St. Rank held Bank of America as of Q1 2026.

Based on Jackson Thornton Wealth Management's 13F filing for Q1 2026, filed 29 Apr 2026.