Letson Investment Management’s Bank of America BAC Stock Holding History

Letson 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
2026 Q1	$5.29M	Sell	108,557 -37	-0%	-$1.91K	2.03%	13
2025 Q4	$5.97M	Buy	108,594 +1	+0%	+$53	2.19%	11
2025 Q3	$5.6M	Buy	108,593 +1,073	+1%	+$52.3K	2.01%	16
2025 Q2	$5.09M	Buy	107,520 +1	+0%	+$42	2.01%	16
2025 Q1	$4.49M	Buy	107,519 +1	+0%	+$45	1.81%	17
2024 Q4	$4.73M	Sell	107,518 -4,045	-4%	-$178K	1.91%	18
2024 Q3	$4.43M	Buy	111,563 +1,427	+1%	+$57.2K	1.74%	19
2024 Q2	$4.38M	Buy	110,136 +3,775	+4%	+$145K	1.94%	19
2024 Q1	$4.03M	Buy	106,361 +1,256	+1%	+$43.1K	1.71%	19
2023 Q4	$3.54M	Buy	+105,105	New	+$3.06M	1.65%	20

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

Letson Investment Management's BAC Position: Q1 2026 in Review

Letson Investment Management reduced its Bank of America (BAC) stake by 0.03% in Q1 2026, selling an estimated $1.91K and leaving 108,557 shares worth $5.29M. The position accounts for 2.03% of the portfolio, ranked #13.

Letson Investment Management first reported a position in BAC in Q4 2023 and has held it in 10 quarters since. The position peaked at $5.97M in Q4 2025. 3,459 funds tracked by Wall St. Rank hold BAC as of Q1 2026.

Letson Investment Management held 108,557 shares of Bank of America worth $5.29M as of Q1 2026.
Letson Investment Management sold 37 Bank of America shares in Q1 2026, an estimated $1.91K.
Bank of America made up 2.03% of Letson Investment Management's portfolio in Q1 2026, its #13 holding.
Letson Investment Management first reported a position in Bank of America in Q4 2023 and has held it in 10 quarters since.
Letson Investment Management's Bank of America position peaked at $5.97M in Q4 2025.
3,459 funds tracked by Wall St. Rank held Bank of America as of Q1 2026.

Based on Letson Investment Management's 13F filing for Q1 2026, filed 24 Apr 2026.