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JT Stratford LLC’s Bank of America BAC Stock Holding History

JT Stratford LLC’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 		$1.76M Buy
36,000
+2,718
+8% +$140K 0.22% 106
2025
Q4 		$1.83M Buy
33,282
+4,116
+14% +$218K 0.24% 95
2025
Q3 		$1.5M Buy
29,166
+10,203
+54% +$498K 0.2% 106
2025
Q2 		$897K Buy
18,963
+2,983
+19% +$125K 0.14% 154
2025
Q1 		$667K Sell
15,980
-173
-1% -$7.71K 0.12% 169
2024
Q4 		$710K Sell
16,153
-1,321
-8% -$58.1K 0.12% 168
2024
Q3 		$693K Buy
17,474
+627
+4% +$25.1K 0.12% 170
2024
Q2 		$670K Sell
16,847
-1,424
-8% -$54.6K 0.12% 162
2024
Q1 		$693K Sell
18,271
-1,447
-7% -$49.7K 0.14% 168
2023
Q4 		$664K Buy
19,718
+2,380
+14% +$69.3K 0.15% 155
2023
Q3 		$475K Sell
17,338
-9,706
-36% -$287K 0.12% 170
2023
Q2 		$776K Buy
27,044
+9,616
+55% +$274K 0.21% 118
2023
Q1 		$498K Buy
17,428
+5,747
+49% +$190K 0.14% 152
2022
Q4 		$387K Buy
11,681
+2,718
+30% +$93.6K 0.12% 158
2022
Q3 		$271K Sell
8,963
-1,022
-10% -$34.2K 0.1% 167
2022
Q2 		$311K Sell
9,985
-1,356
-12% -$48.8K 0.1% 170
2022
Q1 		$467K Buy
11,341
+129
+1% +$5.82K 0.14% 132
2021
Q4 		$499K Buy
11,212
+118
+1% +$5.38K 0.14% 137
2021
Q3 		$471K Buy
11,094
+409
+4% +$16.5K 0.14% 125
2021
Q2 		$441K Buy
10,685
+99
+0.9% +$4.06K 0.14% 134
2021
Q1 		$410K Buy
10,586
+1,530
+17% +$52.8K 0.14% 131
2020
Q4 		$274K Sell
9,056
-32,819
-78% -$880K 0.1% 142
2020
Q3 		$1.01M Sell
41,875
-26
-0.1% -$647 0.43% 57
2020
Q2 		$995K Buy
+41,901
New +$990K 0.51% 61
2019
Q3 		– Sell
-30,728
Closed -$891K – 160
2019
Q2 		$891K Buy
30,728
+797
+3% +$23K 0.49% 56
2019
Q1 		$826K Buy
29,931
+564
+2% +$15.9K 0.47% 58
2018
Q4 		$724K Buy
+29,367
New +$797K 0.48% 59

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

JT Stratford LLC's BAC Position: Q1 2026 in Review

JT Stratford LLC increased its Bank of America (BAC) stake by 8.2% in Q1 2026, buying an estimated $140K and bringing the position to 36,000 shares worth $1.76M. The position accounts for 0.22% of the portfolio, ranked #106.

JT Stratford LLC first reported a position in BAC in Q4 2018 and has held it in 27 quarters since. The position peaked at $1.83M in Q4 2025. 3,461 funds tracked by Wall St. Rank hold BAC as of Q1 2026.

  • JT Stratford LLC held 36,000 shares of Bank of America worth $1.76M as of Q1 2026.
  • JT Stratford LLC bought 2,718 Bank of America shares in Q1 2026, an estimated $140K.
  • Bank of America made up 0.22% of JT Stratford LLC's portfolio in Q1 2026, its #106 holding.
  • JT Stratford LLC first reported a position in Bank of America in Q4 2018 and has held it in 27 quarters since.
  • JT Stratford LLC's Bank of America position peaked at $1.83M in Q4 2025.
  • 3,461 funds tracked by Wall St. Rank held Bank of America as of Q1 2026.

Based on JT Stratford LLC's 13F filing for Q1 2026, filed 15 May 2026.