Joel Isaacson & Co’s Bank of America BAC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $3.2M | Buy |
65,704
+45
| +0.1% | +$2.32K | 0.11% | 93 |
|
|
2025
Q4 | $3.61M | Sell |
65,659
-24,989
| -28% | -$1.32M | 0.12% | 81 |
|
|
2025
Q3 | $4.68M | Buy |
90,648
+1,879
| +2% | +$91.7K | 0.17% | 62 |
|
|
2025
Q2 | $4.2M | Sell |
88,769
-239
| -0.3% | -$10.1K | 0.17% | 61 |
|
|
2025
Q1 | $3.71M | Buy |
89,008
+5,345
| +6% | +$238K | 0.17% | 60 |
|
|
2024
Q4 | $3.68M | Sell |
83,663
-11,013
| -12% | -$485K | 0.17% | 58 |
|
|
2024
Q3 | $3.76M | Sell |
94,676
-15,772
| -14% | -$632K | 0.18% | 55 |
|
|
2024
Q2 | $4.39M | Buy |
110,448
+1,919
| +2% | +$73.5K | 0.23% | 45 |
|
|
2024
Q1 | $4.12M | Buy |
108,529
+294
| +0.3% | +$10.1K | 0.23% | 47 |
|
|
2023
Q4 | $3.64M | Buy |
108,235
+1,359
| +1% | +$39.6K | 0.22% | 46 |
|
|
2023
Q3 | $2.93M | Buy |
106,876
+1,079
| +1% | +$31.9K | 0.2% | 49 |
|
|
2023
Q2 | $3.04M | Buy |
105,797
+356
| +0.3% | +$10.2K | 0.2% | 50 |
|
|
2023
Q1 | $3.02M | Buy |
105,441
+708
| +0.7% | +$23.4K | 0.22% | 49 |
|
|
2022
Q4 | $3.47M | Sell |
104,733
-4,505
| -4% | -$155K | 0.27% | 42 |
|
|
2022
Q3 | $3.3M | Sell |
109,238
-1,751
| -2% | -$58.5K | 0.29% | 40 |
|
|
2022
Q2 | $3.46M | Buy |
110,989
+239
| +0.2% | +$8.61K | 0.29% | 38 |
|
|
2022
Q1 | $4.3M | Buy |
110,750
+133
| +0.1% | +$6K | 0.32% | 36 |
|
|
2021
Q4 | $4.92M | Sell |
110,617
-3,598
| -3% | -$164K | 0.34% | 35 |
|
|
2021
Q3 | $4.85M | Sell |
114,215
-1,953
| -2% | -$78.7K | 0.37% | 34 |
|
|
2021
Q2 | $4.79M | Sell |
116,168
-373
| -0.3% | -$15.3K | 0.37% | 33 |
|
|
2021
Q1 | $4.51M | Buy |
116,541
+16
| +0% | +$552 | 0.4% | 32 |
|
|
2020
Q4 | $3.53M | Buy |
116,525
+95
| +0.1% | +$2.55K | 0.35% | 33 |
|
|
2020
Q3 | $2.81M | Buy |
116,430
+25
| +0% | +$622 | 0.36% | 30 |
|
|
2020
Q2 | $2.77M | Buy |
116,405
+1,144
| +1% | +$27K | 0.39% | 27 |
|
|
2020
Q1 | $2.45M | Buy |
115,261
+5,558
| +5% | +$167K | 0.43% | 28 |
|
|
2019
Q4 | $3.86M | Buy |
109,703
+17
| +0% | +$549 | 0.51% | 26 |
|
|
2019
Q3 | $3.2M | Sell |
109,686
-5,758
| -5% | -$166K | 0.46% | 28 |
|
|
2019
Q2 | $3.35M | Buy |
115,444
+6,122
| +6% | +$177K | 0.49% | 27 |
|
|
2019
Q1 | $3.02M | Buy |
109,322
+2,156
| +2% | +$60.9K | 0.44% | 31 |
|
|
2018
Q4 | $2.79M | Buy |
107,166
+5,838
| +6% | +$158K | 0.44% | 30 |
|
|
2018
Q3 | $2.98M | Buy |
101,328
+1,779
| +2% | +$54.2K | 0.47% | 27 |
|
|
2018
Q2 | $2.81M | Sell |
99,549
-3,939
| -4% | -$118K | 0.47% | 28 |
|
|
2018
Q1 | $3.1M | Buy |
103,488
+93,013
| +888% | +$2.92M | 0.54% | 26 |
|
|
2017
Q4 | $309K | Buy |
10,475
+422
| +4% | +$11.6K | 0.05% | 149 |
|
|
2017
Q3 | $255K | Sell |
10,053
-291
| -3% | -$7.06K | 0.05% | 162 |
|
|
2017
Q2 | $251K | Sell |
10,344
-990
| -9% | -$23.1K | 0.05% | 160 |
|
|
2017
Q1 | $267K | Buy |
11,334
+11
| +0.1% | +$261 | 0.05% | 144 |
|
|
2016
Q4 | $250K | Buy |
11,323
+1,260
| +13% | +$24.3K | 0.05% | 137 |
|
|
2016
Q3 | $157K | Sell |
10,063
-254
| -2% | -$3.78K | 0.03% | 185 |
|
|
2016
Q2 | $137K | Buy |
10,317
+731
| +8% | +$10.3K | 0.03% | 204 |
|
|
2016
Q1 | $130K | Buy |
9,586
+48
| +0.5% | +$648 | 0.03% | 215 |
|
|
2015
Q4 | $161K | Sell |
9,538
-547
| -5% | -$9.25K | 0.04% | 176 |
|
|
2015
Q3 | $157K | Sell |
10,085
-409
| -4% | -$6.88K | 0.04% | 171 |
|
|
2015
Q2 | $179K | Buy |
10,494
+357
| +4% | +$5.88K | 0.05% | 178 |
|
|
2015
Q1 | $156K | Buy |
10,137
+108
| +1% | +$1.74K | 0.04% | 199 |
|
|
2014
Q4 | $179K | Buy |
10,029
+142
| +1% | +$2.43K | 0.05% | 159 |
|
|
2014
Q3 | $169K | Buy |
9,887
+10
| +0.1% | +$159 | 0.05% | 143 |
|
|
2014
Q2 | $152K | Hold |
9,877
| – | – | 0.05% | 159 |
|
|
2014
Q1 | $170K | Buy |
9,877
+154
| +2% | +$2.59K | 0.06% | 136 |
|
|
2013
Q4 | $151K | Buy |
9,723
+477
| +5% | +$7.08K | 0.05% | 142 |
|
|
2013
Q3 | $128K | Buy |
9,246
+2,665
| +40% | +$38K | 0.05% | 146 |
|
|
2013
Q2 | $85K | Buy |
+6,581
| New | +$83.9K | 0.04% | 161 |
|
Other funds holding BAC
VCM
VPM
Joel Isaacson & Co's BAC Position: Q1 2026 in Review
Joel Isaacson & Co increased its Bank of America (BAC) stake by 0.07% in Q1 2026, buying an estimated $2.32K and bringing the position to 65,704 shares worth $3.2M. The position accounts for 0.11% of the portfolio, ranked #93.
Joel Isaacson & Co first reported a position in BAC in Q2 2013 and has held it in 52 quarters since. The position peaked at $4.92M in Q4 2021. 3,459 funds tracked by Wall St. Rank hold BAC as of Q1 2026.
- Joel Isaacson & Co held 65,704 shares of Bank of America worth $3.2M as of Q1 2026.
- Joel Isaacson & Co bought 45 Bank of America shares in Q1 2026, an estimated $2.32K.
- Bank of America made up 0.11% of Joel Isaacson & Co's portfolio in Q1 2026, its #93 holding.
- Joel Isaacson & Co first reported a position in Bank of America in Q2 2013 and has held it in 52 quarters since.
- Joel Isaacson & Co's Bank of America position peaked at $4.92M in Q4 2021.
- 3,459 funds tracked by Wall St. Rank held Bank of America as of Q1 2026.
Based on Joel Isaacson & Co's 13F filing for Q1 2026, filed 23 Apr 2026.