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Keudell/Morrison Wealth Management’s Bank of America BAC Stock Holding History

Keudell/Morrison 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 		$454K Sell
7,966
-206
-3% -$11K 0.09% 147
2026
Q1 		$398K Sell
8,172
-445
-5% -$23K 0.08% 153
2025
Q4 		$474K Buy
+8,617
New +$455K 0.1% 136
2025
Q2 		$392K Sell
8,287
-179
-2% -$7.53K 0.09% 142
2025
Q1 		$353K Buy
8,466
+175
+2% +$7.8K 0.08% 146
2024
Q4 		$364K Buy
8,291
+223
+3% +$9.81K 0.1% 140
2024
Q3 		$320K Sell
8,068
-13,640
-63% -$547K 0.09% 153
2024
Q2 		$863K Buy
21,708
+3,800
+21% +$146K 0.25% 71
2024
Q1 		$679K Buy
17,908
+181
+1% +$6.21K 0.21% 88
2023
Q4 		$597K Sell
17,727
-77
-0.4% -$2.24K 0.2% 92
2023
Q3 		$487K Sell
17,804
-7,067
-28% -$209K 0.15% 101
2023
Q2 		$714K Buy
24,871
+32
+0.1% +$913 0.21% 78
2023
Q1 		$710K Sell
24,839
-2,724
-10% -$89.9K 0.21% 78
2022
Q4 		$913K Buy
27,563
+777
+3% +$26.8K 0.29% 62
2022
Q3 		$809K Buy
26,786
+14
+0.1% +$468 0.3% 65
2022
Q2 		$833K Buy
26,772
+454
+2% +$16.3K 0.3% 69
2022
Q1 		$1.08M Buy
26,318
+500
+2% +$22.6K 0.45% 58
2021
Q4 		$1.15M Buy
25,818
+7,041
+37% +$321K 0.45% 55
2021
Q3 		$797K Sell
18,777
-1,529
-8% -$61.6K 0.34% 67
2021
Q2 		$837K Buy
20,306
+482
+2% +$19.8K 0.46% 68
2021
Q1 		$767K Buy
19,824
+433
+2% +$14.9K 0.45% 68
2020
Q4 		$588K Sell
19,391
-479
-2% -$12.8K 0.37% 80
2020
Q3 		$479K Buy
19,870
+80
+0.4% +$1.99K 0.31% 85
2020
Q2 		$470K Sell
19,790
-923
-4% -$21.8K 0.39% 82
2020
Q1 		$440K Sell
20,713
-572
-3% -$17.1K 0.43% 82
2019
Q4 		$750K Sell
21,285
-504
-2% -$16.3K 0.52% 63
2019
Q3 		$636K Sell
21,789
-616
-3% -$17.7K 0.52% 65
2019
Q2 		$625K Buy
22,405
+200
+0.9% +$5.77K 0.55% 65
2019
Q1 		$613K Buy
+22,205
New +$628K 0.54% 64

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

Keudell/Morrison Wealth Management's BAC Position: Q2 2026 in Review

Keudell/Morrison Wealth Management reduced its Bank of America (BAC) stake by 2.5% in Q2 2026, selling an estimated $11K and leaving 7,966 shares worth $454K. The position accounts for 0.09% of the portfolio, ranked #147.

Keudell/Morrison Wealth Management first reported a position in BAC in Q1 2019 and has held it in 29 quarters since. The position peaked at $1.15M in Q4 2021. 3,597 funds tracked by Wall St. Rank hold BAC as of Q2 2026.

  • Keudell/Morrison Wealth Management held 7,966 shares of Bank of America worth $454K as of Q2 2026.
  • Keudell/Morrison Wealth Management sold 206 Bank of America shares in Q2 2026, an estimated $11K.
  • Bank of America made up 0.09% of Keudell/Morrison Wealth Management's portfolio in Q2 2026, its #147 holding.
  • Keudell/Morrison Wealth Management first reported a position in Bank of America in Q1 2019 and has held it in 29 quarters since.
  • Keudell/Morrison Wealth Management's Bank of America position peaked at $1.15M in Q4 2021.
  • 3,597 funds tracked by Wall St. Rank held Bank of America as of Q2 2026.

Based on Keudell/Morrison Wealth Management's 13F filing for Q2 2026, filed 15 Jul 2026.