Lafayette Investments’s Bank of America BAC Stock Holding History

Lafayette Investments’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	$2.79M	Sell	49,030 -1,100	-2%	-$58.5K	0.52%	49
2026 Q1	$2.44M	Sell	50,130 -315	-0.6%	-$16.3K	0.49%	50
2025 Q4	$2.77M	Sell	50,445 -3,832	-7%	-$203K	0.52%	48
2025 Q3	$2.8M	Buy	54,277 +60	+0.1%	+$2.93K	0.54%	49
2025 Q2	$2.57M	Sell	54,217 -50	-0.1%	-$2.1K	0.52%	50
2025 Q1	$2.26M	Sell	54,267 -989	-2%	-$44.1K	0.48%	49
2024 Q4	$2.43M	Sell	55,256 -798	-1%	-$35.1K	0.52%	47
2024 Q3	$2.22M	Sell	56,054 -452	-0.8%	-$18.1K	0.47%	49
2024 Q2	$2.25M	Sell	56,506 -762	-1%	-$29.2K	0.51%	47
2024 Q1	$2.17M	Sell	57,268 -421	-0.7%	-$14.5K	0.49%	49
2023 Q4	$1.94M	Buy	57,689 +2	+0%	+$58	0.48%	51
2023 Q3	$1.58M	Sell	57,687 -1,498	-3%	-$44.3K	0.43%	54
2023 Q2	$1.7M	Sell	59,185 -2,699	-4%	-$77K	0.45%	54
2023 Q1	$1.77M	Buy	61,884 +2	+0%	+$66	0.49%	52
2022 Q4	$2.05M	Buy	61,882 +501	+0.8%	+$17.3K	0.58%	46
2022 Q3	$1.85M	Hold	61,381	–	–	0.57%	47
2022 Q2	$1.91M	Buy	61,381 +2	+0%	+$72	0.55%	50
2022 Q1	$2.53M	Sell	61,379 -1,028	-2%	-$46.4K	0.63%	47
2021 Q4	$2.78M	Buy	62,407 +200	+0.3%	+$9.11K	0.69%	45
2021 Q3	$2.64M	Sell	62,207 -214	-0.3%	-$8.62K	0.72%	45
2021 Q2	$2.57M	Buy	62,421 +1,201	+2%	+$49.2K	0.7%	46
2021 Q1	$2.37M	Sell	61,220 -1,699	-3%	-$58.6K	0.76%	45
2020 Q4	$1.91M	Sell	62,919 -999	-2%	-$26.8K	0.65%	45
2020 Q3	$1.54M	Sell	63,918 -860	-1%	-$21.4K	0.59%	47
2020 Q2	$1.54M	Sell	64,778 -199	-0.3%	-$4.7K	0.64%	46
2020 Q1	$1.38M	Buy	64,977 +171	+0.3%	+$5.13K	0.66%	43
2019 Q4	$2.28M	Sell	64,806 -1,599	-2%	-$51.7K	0.79%	38
2019 Q3	$1.94M	Sell	66,405 -248	-0.4%	-$7.13K	0.7%	39
2019 Q2	$1.93M	Buy	66,653 +2	+0%	+$58	0.68%	38
2019 Q1	$1.84M	Sell	66,651 -4,200	-6%	-$119K	0.68%	37
2018 Q4	$1.75M	Buy	70,851 +402	+0.6%	+$10.9K	0.7%	36
2018 Q3	$2.08M	Sell	70,449 -399	-0.6%	-$12.2K	0.72%	34
2018 Q2	$2M	Sell	70,848 -899	-1%	-$26.8K	0.73%	35
2018 Q1	$2.15M	Hold	71,747	–	–	0.8%	33
2017 Q4	$2.12M	Sell	71,747 -879	-1%	-$24.2K	0.76%	34
2017 Q3	$1.84M	Sell	72,626 -199	-0.3%	-$4.83K	0.68%	36
2017 Q2	$1.77M	Hold	72,825	–	–	0.66%	37
2017 Q1	$1.72M	Sell	72,825 -4,250	-6%	-$101K	0.64%	37
2016 Q4	$1.7M	Sell	77,075 -1,300	-2%	-$25K	0.65%	35
2016 Q3	$1.23M	Hold	78,375	–	–	0.49%	38
2016 Q2	$1.04M	Buy	78,375 +2,300	+3%	+$32.3K	0.42%	39
2016 Q1	$1.03M	Buy	76,075 +366	+0.5%	+$4.94K	0.43%	39
2015 Q4	$1.27M	Sell	75,709 -250	-0.3%	-$4.23K	0.53%	38
2015 Q3	$1.18M	Sell	75,959 -2,000	-3%	-$33.6K	0.52%	37
2015 Q2	$1.33M	Sell	77,959 -500	-0.6%	-$8.24K	0.56%	35
2015 Q1	$1.21M	Buy	78,459 +250	+0.3%	+$4.01K	0.51%	35
2014 Q4	$1.4M	Sell	78,209 -1,750	-2%	-$29.9K	0.59%	35
2014 Q3	$1.36M	Hold	79,959	–	–	0.61%	33
2014 Q2	$1.23M	Hold	79,959	–	–	0.54%	35
2014 Q1	$1.38M	Sell	79,959 -300	-0.4%	-$5.05K	0.63%	33
2013 Q4	$1.25M	Sell	80,259 -3,249	-4%	-$48.2K	0.59%	34
2013 Q3	$1.15M	Hold	83,508	–	–	0.56%	38
2013 Q2	$1.07M	Buy	+83,508	New	+$1.06M	0.52%	38

Other funds holding BAC

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Lafayette Investments's BAC Position: Q2 2026 in Review

Lafayette Investments reduced its Bank of America (BAC) stake by 2.2% in Q2 2026, selling an estimated $58.5K and leaving 49,030 shares worth $2.79M. The position accounts for 0.52% of the portfolio, ranked #49.

Lafayette Investments first reported a position in BAC in Q2 2013 and has held it in 53 quarters since. The position peaked at $2.8M in Q3 2025. 3,597 funds tracked by Wall St. Rank hold BAC as of Q2 2026.

Lafayette Investments held 49,030 shares of Bank of America worth $2.79M as of Q2 2026.
Lafayette Investments sold 1,100 Bank of America shares in Q2 2026, an estimated $58.5K.
Bank of America made up 0.52% of Lafayette Investments's portfolio in Q2 2026, its #49 holding.
Lafayette Investments first reported a position in Bank of America in Q2 2013 and has held it in 53 quarters since.
Lafayette Investments's Bank of America position peaked at $2.8M in Q3 2025.
3,597 funds tracked by Wall St. Rank held Bank of America as of Q2 2026.

Based on Lafayette Investments's 13F filing for Q2 2026, filed 11 Aug 2026.