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Lee Johnson Capital Management’s Bank of America BAC Stock Holding History

Lee Johnson Capital 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
Q2 		$404K Sell
7,085
-22
-0.3% -$1.17K 0.13% 66
2026
Q1 		$346K Buy
7,107
+100
+1% +$5.16K 0.12% 75
2025
Q4 		$385K Sell
7,007
-109
-2% -$5.76K 0.13% 78
2025
Q3 		$367K Buy
7,116
+131
+2% +$6.39K 0.12% 81
2025
Q2 		$331K Hold
6,985
– – 0.11% 66
2025
Q1 		$291K Hold
6,985
– – 0.15% 35
2024
Q4 		$307K Hold
6,985
– – 0.16% 28
2024
Q3 		$277K Hold
6,985
– – 0.14% 33
2024
Q2 		$278K Hold
6,985
– – 0.14% 15
2024
Q1 		$265K Hold
6,985
– – 0.14% 20
2023
Q4 		$235K Sell
6,985
-1,476
-17% -$43K 0.36% 11
2023
Q3 		$232K Hold
8,461
– – 0.22% 14
2023
Q2 		$243K Sell
8,461
-340
-4% -$9.7K 0.23% 11
2023
Q1 		$252K Sell
8,801
-5,000
-36% -$165K 0.26% 16
2022
Q4 		$457K Sell
13,801
-333
-2% -$11.5K 0.85% 17
2022
Q3 		$427K Sell
14,134
-710
-5% -$23.7K 0.88% 20
2022
Q2 		$462K Hold
14,844
– – 0.55% 30
2022
Q1 		$612K Sell
14,844
-37,765
-72% -$1.7M 0.55% 45
2021
Q4 		$2.34M Buy
+52,609
New +$2.4M 1.92% 15

Other funds holding BAC

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Lee Johnson Capital Management's BAC Position: Q2 2026 in Review

Lee Johnson Capital Management reduced its Bank of America (BAC) stake by 0.31% in Q2 2026, selling an estimated $1.17K and leaving 7,085 shares worth $404K. The position accounts for 0.13% of the portfolio, ranked #66.

Lee Johnson Capital Management first reported a position in BAC in Q4 2021 and has held it in 19 quarters since. The position peaked at $2.34M in Q4 2021. 3,609 funds tracked by Wall St. Rank hold BAC as of Q2 2026.

  • Lee Johnson Capital Management held 7,085 shares of Bank of America worth $404K as of Q2 2026.
  • Lee Johnson Capital Management sold 22 Bank of America shares in Q2 2026, an estimated $1.17K.
  • Bank of America made up 0.13% of Lee Johnson Capital Management's portfolio in Q2 2026, its #66 holding.
  • Lee Johnson Capital Management first reported a position in Bank of America in Q4 2021 and has held it in 19 quarters since.
  • Lee Johnson Capital Management's Bank of America position peaked at $2.34M in Q4 2021.
  • 3,609 funds tracked by Wall St. Rank held Bank of America as of Q2 2026.

Based on Lee Johnson Capital Management's 13F filing for Q2 2026, filed 7 Aug 2026.