Lathrop Investment Management’s Bank of America BAC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $883K | Sell |
15,502
-100
| -0.6% | -$5.32K | 0.16% | 56 |
|
|
2026
Q1 | $761K | Sell |
15,602
-1,404
| -8% | -$72.4K | 0.14% | 53 |
|
|
2025
Q4 | $935K | Sell |
17,006
-60
| -0.4% | -$3.17K | 0.17% | 51 |
|
|
2025
Q3 | $880K | Sell |
17,066
-1,229
| -7% | -$60K | 0.16% | 50 |
|
|
2025
Q2 | $866K | Sell |
18,295
-163
| -0.9% | -$6.86K | 0.16% | 51 |
|
|
2025
Q1 | $770K | Buy |
18,458
+169
| +0.9% | +$7.53K | 0.15% | 55 |
|
|
2024
Q4 | $804K | Sell |
18,289
-516
| -3% | -$22.7K | 0.15% | 53 |
|
|
2024
Q3 | $746K | Buy |
18,805
+850
| +5% | +$34.1K | 0.14% | 56 |
|
|
2024
Q2 | $714K | Hold |
17,955
| – | – | 0.14% | 52 |
|
|
2024
Q1 | $681K | Hold |
17,955
| – | – | 0.13% | 54 |
|
|
2023
Q4 | $605K | Hold |
17,955
| – | – | 0.12% | 51 |
|
|
2023
Q3 | $492K | Sell |
17,955
-300
| -2% | -$8.88K | 0.11% | 56 |
|
|
2023
Q2 | $524K | Sell |
18,255
-320
| -2% | -$9.13K | 0.11% | 53 |
|
|
2023
Q1 | $531K | Sell |
18,575
-428
| -2% | -$14.1K | 0.11% | 52 |
|
|
2022
Q4 | $629K | Sell |
19,003
-1,922
| -9% | -$66.2K | 0.14% | 52 |
|
|
2022
Q3 | $632K | Sell |
20,925
-150
| -0.7% | -$5.01K | 0.17% | 44 |
|
|
2022
Q2 | $656K | Hold |
21,075
| – | – | 0.16% | 46 |
|
|
2022
Q1 | $869K | Sell |
21,075
-347
| -2% | -$15.7K | 0.18% | 43 |
|
|
2021
Q4 | $953K | Buy |
21,422
+308
| +1% | +$14K | 0.19% | 38 |
|
|
2021
Q3 | $896K | Sell |
21,114
-4,301
| -17% | -$173K | 0.19% | 37 |
|
|
2021
Q2 | $1.05M | Sell |
25,415
-769
| -3% | -$31.5K | 0.22% | 37 |
|
|
2021
Q1 | $1.01M | Hold |
26,184
| – | – | 0.23% | 39 |
|
|
2020
Q4 | $794K | Hold |
26,184
| – | – | 0.2% | 40 |
|
|
2020
Q3 | $631K | Sell |
26,184
-1,409
| -5% | -$35.1K | 0.18% | 41 |
|
|
2020
Q2 | $655K | Buy |
27,593
+1,000
| +4% | +$23.6K | 0.2% | 42 |
|
|
2020
Q1 | $565K | Buy |
26,593
+2,512
| +10% | +$75.3K | 0.2% | 44 |
|
|
2019
Q4 | $848K | Hold |
24,081
| – | – | 0.23% | 36 |
|
|
2019
Q3 | $702K | Hold |
24,081
| – | – | 0.19% | 37 |
|
|
2019
Q2 | $698K | Hold |
24,081
| – | – | 0.2% | 36 |
|
|
2019
Q1 | $664K | Hold |
24,081
| – | – | 0.2% | 37 |
|
|
2018
Q4 | $593K | Sell |
24,081
-486
| -2% | -$13.2K | 0.21% | 39 |
|
|
2018
Q3 | $724K | Buy |
24,567
+612
| +3% | +$18.6K | 0.19% | 34 |
|
|
2018
Q2 | $675K | Sell |
23,955
-20
| -0.1% | -$597 | 0.18% | 35 |
|
|
2018
Q1 | $719K | Buy |
23,975
+511
| +2% | +$16.1K | 0.21% | 34 |
|
|
2017
Q4 | $693K | Buy |
23,464
+2,777
| +13% | +$76.5K | 0.19% | 35 |
|
|
2017
Q3 | $524K | Sell |
20,687
-421
| -2% | -$10.2K | 0.15% | 37 |
|
|
2017
Q2 | $512K | Buy |
21,108
+8
| +0% | +$187 | 0.15% | 36 |
|
|
2017
Q1 | $498K | Buy |
21,100
+9
| +0% | +$214 | 0.15% | 37 |
|
|
2016
Q4 | $466K | Sell |
21,091
-28,598
| -58% | -$551K | 0.14% | 41 |
|
|
2016
Q3 | $715K | Buy |
49,689
+23,413
| +89% | +$349K | 0.11% | 45 |
|
|
2016
Q2 | $349K | Buy |
26,276
+515
| +2% | +$7.24K | 0.11% | 46 |
|
|
2016
Q1 | $348K | Buy |
25,761
+10
| +0% | +$135 | 0.11% | 43 |
|
|
2015
Q4 | $433K | Sell |
25,751
-843
| -3% | -$14.3K | 0.14% | 41 |
|
|
2015
Q3 | $414K | Buy |
26,594
+9
| +0% | +$151 | 0.14% | 40 |
|
|
2015
Q2 | $452K | Sell |
26,585
-259
| -1% | -$4.27K | 0.15% | 43 |
|
|
2015
Q1 | $413K | Buy |
26,844
+9
| +0% | +$145 | 0.14% | 42 |
|
|
2014
Q4 | $480K | Buy |
26,835
+7
| +0% | +$120 | 0.17% | 40 |
|
|
2014
Q3 | $457K | Buy |
26,828
+1,000
| +4% | +$15.9K | 0.17% | 41 |
|
|
2014
Q2 | $397K | Sell |
25,828
-1,798
| -7% | -$27.9K | 0.15% | 43 |
|
|
2014
Q1 | $475K | Buy |
27,626
+1,000
| +4% | +$16.8K | 0.19% | 38 |
|
|
2013
Q4 | $415K | Sell |
26,626
-119
| -0.4% | -$1.76K | 0.18% | 44 |
|
|
2013
Q3 | $369K | Buy |
26,745
+475
| +2% | +$6.78K | 0.17% | 40 |
|
|
2013
Q2 | $338K | Buy |
+26,270
| New | +$335K | 0.17% | 40 |
|
Other funds holding BAC
Lathrop Investment Management's BAC Position: Q2 2026 in Review
Lathrop Investment Management reduced its Bank of America (BAC) stake by 0.64% in Q2 2026, selling an estimated $5.32K and leaving 15,502 shares worth $883K. The position accounts for 0.16% of the portfolio, ranked #56.
Lathrop Investment Management first reported a position in BAC in Q2 2013 and has held it in 53 quarters since. The position peaked at $1.05M in Q2 2021. 3,597 funds tracked by Wall St. Rank hold BAC as of Q2 2026.
- Lathrop Investment Management held 15,502 shares of Bank of America worth $883K as of Q2 2026.
- Lathrop Investment Management sold 100 Bank of America shares in Q2 2026, an estimated $5.32K.
- Bank of America made up 0.16% of Lathrop Investment Management's portfolio in Q2 2026, its #56 holding.
- Lathrop Investment Management first reported a position in Bank of America in Q2 2013 and has held it in 53 quarters since.
- Lathrop Investment Management's Bank of America position peaked at $1.05M in Q2 2021.
- 3,597 funds tracked by Wall St. Rank held Bank of America as of Q2 2026.
Based on Lathrop Investment Management's 13F filing for Q2 2026, filed 10 Aug 2026.