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Kelly Lawrence W & Associates’s Bank of America BAC Stock Holding History

Kelly Lawrence W & Associates’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 		$675K Hold
11,846
– – 0.14% 54
2026
Q1 		$577K Hold
11,846
– – 0.16% 58
2025
Q4 		$652K Hold
11,846
– – 0.16% 53
2025
Q3 		$611K Hold
11,846
– – 0.15% 54
2025
Q2 		$561K Sell
11,846
-1,300
-10% -$54.7K 0.15% 52
2025
Q1 		$549K Hold
13,146
– – 0.13% 53
2024
Q4 		$578K Hold
13,146
– – 0.13% 54
2024
Q3 		$522K Buy
13,146
+3,982
+43% +$160K 0.12% 59
2024
Q2 		$364K Buy
9,164
+3,794
+71% +$145K 0.08% 65
2024
Q1 		$204K Buy
5,370
+5,182
+2,756% +$178K 0.05% 73
2023
Q4 		$6.33K Buy
+188
New +$5.47K ﹤0.01% 148
2022
Q4 		– Sell
-15,700
Closed -$474K – 166
2022
Q3 		$474K Hold
15,700
– – 0.13% 62
2022
Q2 		$489K Buy
+15,700
New +$565K 0.13% 59
2017
Q2 		– Sell
-22
Closed -$1K – 137
2017
Q1 		$1K Buy
+22
New +$522 ﹤0.01% 158
2016
Q1 		– Sell
-769,385
Closed -$12.9M – 160
2015
Q4 		$12.9M Buy
769,385
+1,000
+0.1% +$16.9K 2.93% 15
2015
Q3 		$12M Sell
768,385
-7,200
-0.9% -$121K 2.78% 15
2015
Q2 		$13.2M Buy
775,585
+55,130
+8% +$909K 2.63% 13
2015
Q1 		$11.1M Sell
720,455
-5,450
-0.8% -$87.5K 2.39% 19
2014
Q4 		$13M Buy
+725,905
New +$12.4M 2.71% 17
2014
Q3 		– Sell
-1,340
Closed -$20K – 89
2014
Q2 		$20K Sell
1,340
-1,000
-43% -$15.5K ﹤0.01% 112
2014
Q1 		$40K Buy
2,340
+140
+6% +$2.35K 0.01% 102
2013
Q4 		$34K Buy
+2,200
New +$32.6K 0.01% 105

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

Kelly Lawrence W & Associates's BAC Position: Q2 2026 in Review

Kelly Lawrence W & Associates held its Bank of America (BAC) position steady in Q2 2026 at 11,846 shares worth $675K. The position accounts for 0.14% of the portfolio, ranked #54.

Kelly Lawrence W & Associates first reported a position in BAC in Q4 2013 and has held it in 22 quarters since. The position peaked at $13.2M in Q2 2015. 3,605 funds tracked by Wall St. Rank hold BAC as of Q2 2026.

  • Kelly Lawrence W & Associates held 11,846 shares of Bank of America worth $675K as of Q2 2026.
  • Kelly Lawrence W & Associates left its Bank of America share count unchanged in Q2 2026.
  • Bank of America made up 0.14% of Kelly Lawrence W & Associates's portfolio in Q2 2026, its #54 holding.
  • Kelly Lawrence W & Associates first reported a position in Bank of America in Q4 2013 and has held it in 22 quarters since.
  • Kelly Lawrence W & Associates's Bank of America position peaked at $13.2M in Q2 2015.
  • 3,605 funds tracked by Wall St. Rank held Bank of America as of Q2 2026.

Based on Kelly Lawrence W & Associates's 13F filing for Q2 2026, filed 14 Aug 2026.