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Liberty Wealth Management’s Bank of America BAC Stock Holding History

Liberty Wealth 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 		$1.22M Hold
25,061
– – 0.15% 87
2026
Q1 		$1.22M Buy
25,061
+201
+0.8% +$10.4K 0.15% 87
2025
Q4 		$1.37M Buy
24,860
+33
+0.1% +$1.74K 0.18% 76
2025
Q3 		$1.28M Sell
24,827
-980
-4% -$47.8K 0.18% 78
2025
Q2 		$1.22M Sell
25,807
-1,740
-6% -$73.2K 0.19% 77
2025
Q1 		$1.15M Buy
27,547
+548
+2% +$24.4K 0.22% 61
2024
Q4 		$1.19M Buy
26,999
+743
+3% +$32.7K 0.2% 75
2024
Q3 		$1.04M Sell
26,256
-12,780
-33% -$512K 0.18% 75
2024
Q2 		$1.09M Buy
39,036
+12,064
+45% +$462K 0.2% 71
2024
Q1 		$1.02M Sell
26,972
-276
-1% -$9.47K 0.2% 71
2023
Q4 		$917K Buy
27,248
+7,988
+41% +$233K 0.2% 68
2023
Q3 		$527K Sell
19,260
-405
-2% -$12K 0.13% 91
2023
Q2 		$564K Sell
19,665
-2,808
-12% -$80.1K 0.14% 82
2023
Q1 		$641K Buy
+22,473
New +$742K 0.13% 95
2022
Q3 		$590K Buy
19,558
+62
+0.3% +$2.07K 0.16% 76
2022
Q2 		$606K Sell
19,496
-169
-0.9% -$6.08K 0.25% 73
2022
Q1 		$810K Sell
19,665
-355
-2% -$16K 0.29% 56
2021
Q4 		$890 Sell
20,020
-2,685
-12% -$122K 0.04% 70
2021
Q3 		$979K Buy
22,705
+1,673
+8% +$67.4K 0.35% 45
2021
Q2 		$830K Buy
21,032
+639
+3% +$26.2K 0.32% 46
2021
Q1 		$611K Hold
20,393
– – 0.3% 52
2020
Q4 		$611K Sell
20,393
-492
-2% -$13.2K 0.3% 52
2020
Q3 		$503K Buy
20,885
+987
+5% +$24.6K 0.3% 52
2020
Q2 		$473K Buy
19,898
+3,281
+20% +$77.5K 0.33% 49
2020
Q1 		$353K Buy
16,617
+309
+2% +$9.26K 0.31% 53
2019
Q4 		$574K Buy
16,308
+1,688
+12% +$54.6K 0.45% 40
2019
Q3 		$426K Sell
14,620
-4,302
-23% -$124K 0.4% 47
2019
Q2 		$549K Buy
18,922
+2,133
+13% +$61.5K 0.48% 46
2019
Q1 		$463K Sell
16,789
-5,749
-26% -$162K 0.35% 43
2018
Q4 		$555K Buy
+22,538
New +$611K 0.41% 32

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

Liberty Wealth Management's BAC Position: Q2 2026 in Review

Liberty Wealth Management held its Bank of America (BAC) position steady in Q2 2026 at 25,061 shares worth $1.22M. The position accounts for 0.15% of the portfolio, ranked #87.

Liberty Wealth Management first reported a position in BAC in Q4 2018 and has held it in 30 quarters since. The position peaked at $1.37M in Q4 2025. 3,597 funds tracked by Wall St. Rank hold BAC as of Q2 2026.

  • Liberty Wealth Management held 25,061 shares of Bank of America worth $1.22M as of Q2 2026.
  • Liberty Wealth Management left its Bank of America share count unchanged in Q2 2026.
  • Bank of America made up 0.15% of Liberty Wealth Management's portfolio in Q2 2026, its #87 holding.
  • Liberty Wealth Management first reported a position in Bank of America in Q4 2018 and has held it in 30 quarters since.
  • Liberty Wealth Management's Bank of America position peaked at $1.37M in Q4 2025.
  • 3,597 funds tracked by Wall St. Rank held Bank of America as of Q2 2026.

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