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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
Q2 		$6.15M Sell
107,967
-590
-0.5% -$31.4K 2.26% 10
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
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

Letson Investment Management's BAC Position: Q2 2026 in Review

Letson Investment Management reduced its Bank of America (BAC) stake by 0.54% in Q2 2026, selling an estimated $31.4K and leaving 107,967 shares worth $6.15M. The position accounts for 2.26% of the portfolio, ranked #10.

Letson Investment Management first reported a position in BAC in Q4 2023 and has held it in 11 quarters since. 3,616 funds tracked by Wall St. Rank hold BAC as of Q2 2026.

  • Letson Investment Management held 107,967 shares of Bank of America worth $6.15M as of Q2 2026.
  • Letson Investment Management sold 590 Bank of America shares in Q2 2026, an estimated $31.4K.
  • Bank of America made up 2.26% of Letson Investment Management's portfolio in Q2 2026, its #10 holding.
  • Letson Investment Management first reported a position in Bank of America in Q4 2023 and has held it in 11 quarters since.
  • 3,616 funds tracked by Wall St. Rank held Bank of America as of Q2 2026.

Based on Letson Investment Management's 13F filing for Q2 2026, filed 6 Aug 2026.