L.M. Kohn & Company’s Bank of America BAC Stock Holding History

L.M. Kohn & Company’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
2025 Q1	–	Sell	-5,036	Closed	-$221K	–	276
2024 Q4	$221K	Buy	+5,036	New	+$222K	0.06%	235

Other funds holding BAC

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

L.M. Kohn & Company's BAC Position: Q1 2025 in Review

L.M. Kohn & Company sold out of Bank of America (BAC) in Q1 2025, closing a stake of 5,036 shares — an estimated $221K sold.

L.M. Kohn & Company first reported a position in BAC in Q4 2024 and held it in 1 quarter. The position peaked at $221K in Q4 2024. 3,207 funds tracked by Wall St. Rank hold BAC as of Q1 2025.

L.M. Kohn & Company reported no remaining Bank of America position as of Q1 2025 after selling out during the quarter.
L.M. Kohn & Company sold 5,036 Bank of America shares in Q1 2025, an estimated $221K.
L.M. Kohn & Company first reported a position in Bank of America in Q4 2024 and held it in 1 quarter.
L.M. Kohn & Company's Bank of America position peaked at $221K in Q4 2024.
3,207 funds tracked by Wall St. Rank held Bank of America as of Q1 2025.

Based on L.M. Kohn & Company's 13F filing for Q1 2025, filed 21 Apr 2025.