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Johnson & White Wealth Management’s Bank of America BAC Stock Holding History

Johnson & White 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
Q2 		$1.93M Sell
33,894
-297
-0.9% -$15.8K 0.72% 34
2026
Q1 		$1.67M Buy
34,191
+184
+0.5% +$9.49K 0.71% 34
2025
Q4 		$1.87M Sell
34,007
-148
-0.4% -$7.82K 0.81% 29
2025
Q3 		$1.76M Sell
34,155
-560
-2% -$27.3K 0.81% 32
2025
Q2 		$1.64M Buy
34,715
+10
+0% +$421 0.83% 33
2025
Q1 		$1.45M Buy
34,705
+19
+0.1% +$847 0.81% 33
2024
Q4 		$1.54M Sell
34,686
-124
-0.4% -$5.46K 0.93% 31
2024
Q3 		$1.38M Buy
34,810
+828
+2% +$33.2K 1.19% 22
2024
Q2 		$1.35M Buy
33,982
+1,343
+4% +$51.5K 1.29% 20
2024
Q1 		$1.24M Buy
32,639
+2,065
+7% +$70.9K 0.9% 30
2023
Q4 		$1.03M Buy
30,574
+841
+3% +$24.5K 0.85% 31
2023
Q3 		$814K Buy
+29,733
New +$880K 0.74% 35
2023
Q2 		– Sell
-28,366
Closed -$811K – 41
2023
Q1 		$811K Buy
+28,366
New +$936K 0.72% 34
2022
Q4 		– Sell
-25,315
Closed -$765K – 82
2022
Q3 		$765K Buy
+25,315
New +$846K 0.86% 28

Other funds holding BAC

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Johnson & White Wealth Management's BAC Position: Q2 2026 in Review

Johnson & White Wealth Management reduced its Bank of America (BAC) stake by 0.87% in Q2 2026, selling an estimated $15.8K and leaving 33,894 shares worth $1.93M. The position accounts for 0.72% of the portfolio, ranked #34.

Johnson & White Wealth Management first reported a position in BAC in Q3 2022 and has held it in 14 quarters since. 3,597 funds tracked by Wall St. Rank hold BAC as of Q2 2026.

  • Johnson & White Wealth Management held 33,894 shares of Bank of America worth $1.93M as of Q2 2026.
  • Johnson & White Wealth Management sold 297 Bank of America shares in Q2 2026, an estimated $15.8K.
  • Bank of America made up 0.72% of Johnson & White Wealth Management's portfolio in Q2 2026, its #34 holding.
  • Johnson & White Wealth Management first reported a position in Bank of America in Q3 2022 and has held it in 14 quarters since.
  • 3,597 funds tracked by Wall St. Rank held Bank of America as of Q2 2026.

Based on Johnson & White Wealth Management's 13F filing for Q2 2026, filed 16 Jul 2026.