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 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 New York $5.72T AUM 30.48% 1-Year Est. Return

Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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 Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Lee Johnson Capital Management's BAC Position: Q1 2026 in Review

Lee Johnson Capital Management increased its Bank of America (BAC) stake by 1.4% in Q1 2026, buying an estimated $5.16K and bringing the position to 7,107 shares worth $346K. The position accounts for 0.12% of the portfolio, ranked #75.

Lee Johnson Capital Management first reported a position in BAC in Q4 2021 and has held it in 18 quarters since. The position peaked at $2.34M in Q4 2021. 3,459 funds tracked by Wall St. Rank hold BAC as of Q1 2026.

Lee Johnson Capital Management held 7,107 shares of Bank of America worth $346K as of Q1 2026.
Lee Johnson Capital Management bought 100 Bank of America shares in Q1 2026, an estimated $5.16K.
Bank of America made up 0.12% of Lee Johnson Capital Management's portfolio in Q1 2026, its #75 holding.
Lee Johnson Capital Management first reported a position in Bank of America in Q4 2021 and has held it in 18 quarters since.
Lee Johnson Capital Management's Bank of America position peaked at $2.34M in Q4 2021.
3,459 funds tracked by Wall St. Rank held Bank of America as of Q1 2026.

Based on Lee Johnson Capital Management's 13F filing for Q1 2026, filed 16 Apr 2026.