Li Lu’s Bank of America BAC Stock Holding History

Li Lu’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	–	Sell	-2,997,987	Closed	-$146M	–	9
2026 Q1	$146M	Sell	2,997,987 -7,433,400	-71%	-$384M	4.57%	6
2025 Q4	$574M	Hold	10,431,387	–	–	16.08%	3
2025 Q3	$538M	Hold	10,431,387	–	–	16.66%	4
2025 Q2	$494M	Sell	10,431,387 -3,415,246	-25%	-$144M	18.36%	1
2025 Q1	$578M	Sell	13,846,633 -4,234,500	-23%	-$189M	26.12%	1
2024 Q4	$795M	Hold	18,081,133	–	–	29.31%	1
2024 Q3	$717M	Hold	18,081,133	–	–	29.02%	1
2024 Q2	$719M	Hold	18,081,133	–	–	28.07%	1
2024 Q1	$686M	Hold	18,081,133	–	–	30.33%	1
2023 Q4	$609M	Hold	18,081,133	–	–	29.56%	1
2023 Q3	$495M	Hold	18,081,133	–	–	27.2%	1
2023 Q2	$519M	Hold	18,081,133	–	–	28.96%	1
2023 Q1	$517M	Buy	18,081,133 +3,494,146	+24%	+$115M	25.36%	1
2022 Q4	$483M	Hold	14,586,987	–	–	25.07%	2
2022 Q3	$441M	Hold	14,586,987	–	–	25.27%	2
2022 Q2	$454M	Hold	14,586,987	–	–	24.24%	2
2022 Q1	$601M	Hold	14,586,987	–	–	25.27%	2
2021 Q4	$649M	Buy	14,586,987 +2,228,000	+18%	+$101M	24.36%	2
2021 Q3	$525M	Hold	12,358,987	–	–	24.42%	2
2021 Q2	$510M	Hold	12,358,987	–	–	24.86%	2
2021 Q1	$478M	Hold	12,358,987	–	–	24.17%	2
2020 Q4	$375M	Hold	12,358,987	–	–	20.63%	2
2020 Q3	$298M	Hold	12,358,987	–	–	22.7%	3
2020 Q2	$294M	Hold	12,358,987	–	–	27.59%	2
2020 Q1	$262M	Buy	+12,358,987	New	+$371M	36.79%	2

Other funds holding BAC

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Li Lu's BAC Position: Q2 2026 in Review

Li Lu sold out of Bank of America (BAC) in Q2 2026, closing a stake of 2,997,987 shares — an estimated $146M sold.

Li Lu first reported a position in BAC in Q1 2020 and held it in 25 quarters. The position peaked at $795M in Q4 2024. 3,466 funds tracked by Wall St. Rank hold BAC as of Q2 2026.

Li Lu reported no remaining Bank of America position as of Q2 2026 after selling out during the quarter.
Li Lu sold 2,997,987 Bank of America shares in Q2 2026, an estimated $146M.
Li Lu first reported a position in Bank of America in Q1 2020 and held it in 25 quarters.
Li Lu's Bank of America position peaked at $795M in Q4 2024.
3,466 funds tracked by Wall St. Rank held Bank of America as of Q2 2026.

Based on Himalaya Capital Management's 13F filing for Q2 2026, filed 14 Aug 2026.