Lantern Wealth Advisors’s Bank of America BAC Stock Holding History

Lantern Wealth Advisors’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	$685K	Sell	12,020 -2,633	-18%	-$140K	0.31%	80
2026 Q1	$714K	Buy	14,653 +2,139	+17%	+$110K	0.37%	73
2025 Q4	$688K	Buy	12,514 +133	+1%	+$7.03K	0.37%	73
2025 Q3	$639K	Sell	12,381 -2,620	-17%	-$128K	0.34%	73
2025 Q2	$710K	Buy	+15,001	New	+$631K	0.42%	65
2024 Q4	$899K	Buy	20,458 +1,791	+10%	+$78.8K	0.58%	46
2024 Q3	$741K	Sell	18,667 -5,638	-23%	-$226K	0.51%	52
2024 Q2	$967K	Sell	24,305 -1,227	-5%	-$47K	0.7%	40
2024 Q1	$968K	Buy	25,532 +13	+0.1%	+$446	0.68%	42
2023 Q4	$859K	Buy	+25,519	New	+$743K	0.67%	44

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

Lantern Wealth Advisors's BAC Position: Q2 2026 in Review

Lantern Wealth Advisors reduced its Bank of America (BAC) stake by 18% in Q2 2026, selling an estimated $140K and leaving 12,020 shares worth $685K. The position accounts for 0.31% of the portfolio, ranked #80.

Lantern Wealth Advisors first reported a position in BAC in Q4 2023 and has held it in 10 quarters since. The position peaked at $968K in Q1 2024. 3,597 funds tracked by Wall St. Rank hold BAC as of Q2 2026.

Lantern Wealth Advisors held 12,020 shares of Bank of America worth $685K as of Q2 2026.
Lantern Wealth Advisors sold 2,633 Bank of America shares in Q2 2026, an estimated $140K.
Bank of America made up 0.31% of Lantern Wealth Advisors's portfolio in Q2 2026, its #80 holding.
Lantern Wealth Advisors first reported a position in Bank of America in Q4 2023 and has held it in 10 quarters since.
Lantern Wealth Advisors's Bank of America position peaked at $968K in Q1 2024.
3,597 funds tracked by Wall St. Rank held Bank of America as of Q2 2026.

Based on Lantern Wealth Advisors's 13F filing for Q2 2026, filed 28 Jul 2026.