Lawson Kroeker Investment Management’s Bank of America BAC Stock Holding History

Lawson Kroeker Investment 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 Q4	–	Sell	-26,006	Closed	-$1.34M	–	66
2025 Q3	$1.34M	Buy	26,006 +102	+0.4%	+$4.98K	0.25%	61
2025 Q2	$1.23M	Hold	25,904	–	–	0.23%	61
2025 Q1	$1.08M	Sell	25,904 -30	-0.1%	-$1.34K	0.2%	64
2024 Q4	$1.14M	Hold	25,934	–	–	0.21%	61
2024 Q3	$1.03M	Hold	25,934	–	–	0.19%	64
2024 Q2	$1.03M	Hold	25,934	–	–	0.2%	62
2024 Q1	$983K	Hold	25,934	–	–	0.19%	64
2023 Q4	$873K	Hold	25,934	–	–	0.18%	66
2023 Q3	$710K	Hold	25,934	–	–	0.16%	71
2023 Q2	$744K	Hold	25,934	–	–	0.18%	63
2023 Q1	$742K	Buy	+25,934	New	+$856K	0.17%	72
2015 Q2	–	Sell	-29,500	Closed	-$454K	–	84
2015 Q1	$454K	Buy	+29,500	New	+$474K	0.13%	76

Other funds holding BAC

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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

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

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

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

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 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

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Lawson Kroeker Investment Management's BAC Position: Q4 2025 in Review

Lawson Kroeker Investment Management sold out of Bank of America (BAC) in Q4 2025, closing a stake of 26,006 shares — an estimated $1.34M sold.

Lawson Kroeker Investment Management first reported a position in BAC in Q1 2015 and held it in 12 quarters. The position peaked at $1.34M in Q3 2025. 3,608 funds tracked by Wall St. Rank hold BAC as of Q4 2025.

Lawson Kroeker Investment Management reported no remaining Bank of America position as of Q4 2025 after selling out during the quarter.
Lawson Kroeker Investment Management sold 26,006 Bank of America shares in Q4 2025, an estimated $1.34M.
Lawson Kroeker Investment Management first reported a position in Bank of America in Q1 2015 and held it in 12 quarters.
Lawson Kroeker Investment Management's Bank of America position peaked at $1.34M in Q3 2025.
3,608 funds tracked by Wall St. Rank held Bank of America as of Q4 2025.

Based on Lawson Kroeker Investment Management's 13F filing for Q4 2025, filed 20 Jan 2026.