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Legacy Capital Wealth Partners’s Bank of America BAC Stock Holding History

Legacy Capital Wealth Partners’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 		$569K Buy
11,673
+2,167
+23% +$112K 0.12% 183
2025
Q4 		$523K Buy
9,506
+181
+2% +$9.57K 0.11% 191
2025
Q3 		$481K Buy
9,325
+151
+2% +$7.37K 0.1% 211
2025
Q2 		$434K Buy
9,174
+420
+5% +$17.7K 0.1% 223
2025
Q1 		$365K Sell
8,754
-160
-2% -$7.13K 0.09% 244
2024
Q4 		$392K Buy
8,914
+378
+4% +$16.6K 0.1% 223
2024
Q3 		$339K Buy
8,536
+171
+2% +$6.85K 0.07% 258
2024
Q2 		$333K Buy
+8,365
New +$321K 0.08% 223
2024
Q1 		– Sell
-8,770
Closed -$295K – 135
2023
Q4 		$295K Buy
8,770
+338
+4% +$9.84K 0.08% 216
2023
Q3 		$231K Buy
+8,432
New +$249K 0.06% 249

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