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King Wealth Management Group’s Bank of America BAC Stock Holding History

King Wealth Management Group’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 		$209K Buy
4,286
+3
+0.1% +$155 0.03% 150
2025
Q4 		$236K Sell
4,283
-188
-4% -$9.94K 0.03% 146
2025
Q3 		$231K Hold
4,471
– – 0.03% 150
2025
Q2 		$212K Buy
+4,471
New +$188K 0.03% 151
2025
Q1 		– Sell
-4,706
Closed -$207K – 160
2024
Q4 		$207K Buy
+4,706
New +$207K 0.03% 147
2024
Q3 		– Sell
-5,226
Closed -$208K – 152
2024
Q2 		$208K Sell
5,226
-3,000
-36% -$115K 0.03% 135
2024
Q1 		$312K Sell
8,226
-2,086
-20% -$71.6K 0.05% 111
2023
Q4 		$347K Sell
10,312
-154
-1% -$4.48K 0.07% 100
2023
Q3 		$287K Sell
10,466
-17
-0.2% -$503 0.06% 115
2023
Q2 		$301K Buy
10,483
+17
+0.2% +$485 0.06% 115
2023
Q1 		$299K Buy
10,466
+3,000
+40% +$99K 0.07% 114
2022
Q4 		$247K Sell
7,466
-8,000
-52% -$276K 0.06% 119
2022
Q3 		$467K Sell
15,466
-1,500
-9% -$50.1K 0.12% 82
2022
Q2 		$528K Buy
16,966
+9,085
+115% +$327K 0.13% 81
2022
Q1 		$325K Sell
7,881
-30
-0.4% -$1.35K 0.06% 130
2021
Q4 		$352K Buy
7,911
+800
+11% +$36.4K 0.07% 126
2021
Q3 		$302K Buy
+7,111
New +$286K 0.06% 139
2020
Q4 		– Sell
-9,391
Closed -$226K – 155
2020
Q3 		$226K Hold
9,391
– – 0.06% 148
2020
Q2 		$223K Buy
+9,391
New +$222K 0.07% 135
2014
Q3 		– Sell
-114,733
Closed -$1.76M – 103
2014
Q2 		$1.76M Buy
114,733
+1,357
+1% +$21.1K 1.08% 26
2014
Q1 		$1.95M Sell
113,376
-3,661
-3% -$61.6K 1.34% 20
2013
Q4 		$1.82M Buy
117,037
+3,025
+3% +$44.9K 1.04% 28
2013
Q3 		$1.57M Buy
114,012
+5,432
+5% +$77.5K 1.02% 28
2013
Q2 		$1.4M Buy
+108,580
New +$1.38M 0.97% 30

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

King Wealth Management Group's BAC Position: Q1 2026 in Review

King Wealth Management Group increased its Bank of America (BAC) stake by 0.07% in Q1 2026, buying an estimated $155 and bringing the position to 4,286 shares worth $209K. The position accounts for 0.03% of the portfolio, ranked #150.

King Wealth Management Group first reported a position in BAC in Q2 2013 and has held it in 24 quarters since. The position peaked at $1.95M in Q1 2014. 3,459 funds tracked by Wall St. Rank hold BAC as of Q1 2026.

  • King Wealth Management Group held 4,286 shares of Bank of America worth $209K as of Q1 2026.
  • King Wealth Management Group bought 3 Bank of America shares in Q1 2026, an estimated $155.
  • Bank of America made up 0.03% of King Wealth Management Group's portfolio in Q1 2026, its #150 holding.
  • King Wealth Management Group first reported a position in Bank of America in Q2 2013 and has held it in 24 quarters since.
  • King Wealth Management Group's Bank of America position peaked at $1.95M in Q1 2014.
  • 3,459 funds tracked by Wall St. Rank held Bank of America as of Q1 2026.

Based on King Wealth Management Group's 13F filing for Q1 2026, filed 4 May 2026.