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Jeppson Wealth Management’s Bank of America BAC Stock Holding History

Jeppson 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 		$2.39M Sell
49,106
-4,724
-9% -$244K 0.75% 34
2025
Q4 		$2.96M Sell
53,830
-98
-0.2% -$5.18K 0.94% 24
2025
Q3 		$2.78M Sell
53,928
-1,537
-3% -$75K 0.89% 24
2025
Q2 		$2.62M Buy
55,465
+2,273
+4% +$95.6K 0.91% 24
2025
Q1 		$2.22M Sell
53,192
-434
-0.8% -$19.3K 0.81% 27
2024
Q4 		$2.36M Sell
53,626
-281
-0.5% -$12.4K 0.85% 25
2024
Q3 		$2.14M Sell
53,907
-156
-0.3% -$6.25K 0.77% 31
2024
Q2 		$2.15M Sell
54,063
-256
-0.5% -$9.81K 0.82% 24
2024
Q1 		$2.06M Sell
54,319
-246
-0.5% -$8.45K 0.8% 24
2023
Q4 		$1.84M Sell
54,565
-556
-1% -$16.2K 0.76% 26
2023
Q3 		$1.51M Sell
55,121
-2,790
-5% -$82.5K 0.69% 30
2023
Q2 		$1.66M Sell
57,911
-3,084
-5% -$88K 0.72% 28
2023
Q1 		$1.74M Buy
60,995
+1,760
+3% +$58.1K 0.76% 28
2022
Q4 		$1.96M Buy
59,235
+679
+1% +$23.4K 0.83% 26
2022
Q3 		$1.77M Sell
58,556
-59
-0.1% -$1.97K 0.8% 25
2022
Q2 		$1.82M Buy
58,615
+7,776
+15% +$280K 0.78% 27
2022
Q1 		$2.1M Buy
50,839
+1,396
+3% +$63K 0.98% 21
2021
Q4 		$2.2M Sell
49,443
-1,225
-2% -$55.8K 1.06% 18
2021
Q3 		$2.15M Sell
50,668
-140
-0.3% -$5.64K 1.12% 18
2021
Q2 		$2.09M Buy
50,808
+253
+0.5% +$10.4K 1.14% 18
2021
Q1 		$1.96M Sell
50,555
-396
-0.8% -$13.7K 1.16% 18
2020
Q4 		$1.54M Buy
50,951
+13,857
+37% +$371K 1.03% 19
2020
Q3 		$894K Buy
+37,094
New +$924K 0.7% 36

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

Jeppson Wealth Management's BAC Position: Q1 2026 in Review

Jeppson Wealth Management reduced its Bank of America (BAC) stake by 8.8% in Q1 2026, selling an estimated $244K and leaving 49,106 shares worth $2.39M. The position accounts for 0.75% of the portfolio, ranked #34.

Jeppson Wealth Management first reported a position in BAC in Q3 2020 and has held it in 23 quarters since. The position peaked at $2.96M in Q4 2025. 3,459 funds tracked by Wall St. Rank hold BAC as of Q1 2026.

  • Jeppson Wealth Management held 49,106 shares of Bank of America worth $2.39M as of Q1 2026.
  • Jeppson Wealth Management sold 4,724 Bank of America shares in Q1 2026, an estimated $244K.
  • Bank of America made up 0.75% of Jeppson Wealth Management's portfolio in Q1 2026, its #34 holding.
  • Jeppson Wealth Management first reported a position in Bank of America in Q3 2020 and has held it in 23 quarters since.
  • Jeppson Wealth Management's Bank of America position peaked at $2.96M in Q4 2025.
  • 3,459 funds tracked by Wall St. Rank held Bank of America as of Q1 2026.

Based on Jeppson Wealth Management's 13F filing for Q1 2026, filed 14 Apr 2026.