Landmark Wealth Management (New York)’s Bank of America BAC Stock Holding History

Landmark Wealth Management (New York)’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	$2.69M	Buy	+55,189	New	+$2.85M	0.72%	32
2022 Q2	–	Sell	-266	Closed	-$266	–	54
2022 Q1	$266	Buy	+266	New	+$12K	﹤0.01%	162

Other funds holding BAC

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

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

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

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

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

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

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

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

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

Landmark Wealth Management (New York)'s BAC Position: Q1 2026 in Review

Landmark Wealth Management (New York) opened a new position in Bank of America (BAC) in Q1 2026: 55,189 shares worth $2.69M. The stake represents 0.72% of the portfolio and ranks #32 among its holdings. This is a return to the name: Landmark Wealth Management (New York) previously reported a position in BAC as recently as Q1 2022.

Landmark Wealth Management (New York) first reported a position in BAC in Q1 2022 and has held it in 2 quarters since. 3,463 funds tracked by Wall St. Rank hold BAC as of Q1 2026.

Landmark Wealth Management (New York) held 55,189 shares of Bank of America worth $2.69M as of Q1 2026.
Bank of America was a new Landmark Wealth Management (New York) position in Q1 2026.
Bank of America made up 0.72% of Landmark Wealth Management (New York)'s portfolio in Q1 2026, its #32 holding.
Landmark Wealth Management (New York) first reported a position in Bank of America in Q1 2022 and has held it in 2 quarters since.
3,463 funds tracked by Wall St. Rank held Bank of America as of Q1 2026.

Based on Landmark Wealth Management (New York)'s 13F filing for Q1 2026, filed 29 Apr 2026.