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

LeConte 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
2026
Q1 		$436K Sell
8,945
-207
-2% -$10.7K 0.28% 65
2025
Q4 		$503K Buy
9,152
+533
+6% +$28.2K 0.33% 45
2025
Q3 		$445K Buy
8,619
+1,602
+23% +$78.2K 0.3% 50
2025
Q2 		$332K Buy
+7,017
New +$295K 0.22% 60

Other funds holding BAC

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
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
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

LeConte Wealth Management's BAC Position: Q1 2026 in Review

LeConte Wealth Management reduced its Bank of America (BAC) stake by 2.3% in Q1 2026, selling an estimated $10.7K and leaving 8,945 shares worth $436K. The position accounts for 0.28% of the portfolio, ranked #65.

LeConte Wealth Management first reported a position in BAC in Q2 2025 and has held it in 4 quarters since. The position peaked at $503K in Q4 2025. 3,461 funds tracked by Wall St. Rank hold BAC as of Q1 2026.

  • LeConte Wealth Management held 8,945 shares of Bank of America worth $436K as of Q1 2026.
  • LeConte Wealth Management sold 207 Bank of America shares in Q1 2026, an estimated $10.7K.
  • Bank of America made up 0.28% of LeConte Wealth Management's portfolio in Q1 2026, its #65 holding.
  • LeConte Wealth Management first reported a position in Bank of America in Q2 2025 and has held it in 4 quarters since.
  • LeConte Wealth Management's Bank of America position peaked at $503K in Q4 2025.
  • 3,461 funds tracked by Wall St. Rank held Bank of America as of Q1 2026.

Based on LeConte Wealth Management's 13F filing for Q1 2026, filed 12 May 2026.