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Laidlaw Wealth Management’s Bank of America BAC Stock Holding History

Laidlaw 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
2025
Q2 		– Sell
-10,409
Closed -$434K – 53
2025
Q1 		$434K Buy
10,409
+5,778
+125% +$257K 1.28% 23
2024
Q4 		$204K Buy
+4,631
New +$204K 0.09% 166
2024
Q3 		– Sell
-5,098
Closed -$203K – 191
2024
Q2 		$203K Sell
5,098
-2,985
-37% -$114K 0.11% 160
2024
Q1 		$306K Sell
8,083
-8,187
-50% -$281K 0.17% 135
2023
Q4 		$548K Sell
16,270
-185
-1% -$5.39K 0.2% 118
2023
Q3 		$451K Sell
16,455
-28,053
-63% -$830K 0.15% 161
2023
Q2 		$1.28M Buy
44,508
+4,107
+10% +$117K 0.25% 98
2023
Q1 		$1.16M Buy
40,401
+489
+1% +$16.1K 0.24% 109
2022
Q4 		$1.32M Buy
39,912
+257
+0.6% +$8.85K 0.28% 98
2022
Q3 		$1.2M Sell
39,655
-23,105
-37% -$772K 0.28% 96
2022
Q2 		$1.95M Buy
62,760
+21,287
+51% +$766K 0.4% 74
2022
Q1 		$1.71M Buy
41,473
+1,565
+4% +$70.6K 0.29% 96
2021
Q4 		$1.77M Sell
39,908
-2,097
-5% -$95.5K 0.28% 96
2021
Q3 		$1.78M Sell
42,005
-1,132
-3% -$45.6K 0.46% 65
2021
Q2 		$1.78M Buy
43,137
+2,017
+5% +$82.7K 0.46% 61
2021
Q1 		$1.59M Sell
41,120
-666
-2% -$23K 0.54% 51
2020
Q4 		$1.27M Buy
41,786
+21,099
+102% +$566K 0.27% 104
2020
Q3 		$498K Sell
20,687
-2,006
-9% -$49.9K 0.22% 107
2020
Q2 		$539K Buy
22,693
+6,884
+44% +$163K 0.28% 99
2020
Q1 		$336K Sell
15,809
-212
-1% -$6.36K 0.22% 105
2019
Q4 		$564K Buy
+16,021
New +$518K 0.36% 85

Other funds holding BAC

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
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
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Laidlaw Wealth Management's BAC Position: Q2 2025 in Review

Laidlaw Wealth Management sold out of Bank of America (BAC) in Q2 2025, closing a stake of 10,409 shares — an estimated $434K sold.

Laidlaw Wealth Management first reported a position in BAC in Q4 2019 and held it in 21 quarters. The position peaked at $1.95M in Q2 2022. 3,315 funds tracked by Wall St. Rank hold BAC as of Q2 2025.

  • Laidlaw Wealth Management reported no remaining Bank of America position as of Q2 2025 after selling out during the quarter.
  • Laidlaw Wealth Management sold 10,409 Bank of America shares in Q2 2025, an estimated $434K.
  • Laidlaw Wealth Management first reported a position in Bank of America in Q4 2019 and held it in 21 quarters.
  • Laidlaw Wealth Management's Bank of America position peaked at $1.95M in Q2 2022.
  • 3,315 funds tracked by Wall St. Rank held Bank of America as of Q2 2025.

Based on Laidlaw Wealth Management's 13F filing for Q2 2025, filed 13 Aug 2025.