Limestone Investment Advisors’s Bank of America BAC Stock Holding History

Limestone Investment Advisors’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	$8.42M	Buy	172,700 +6,600	+4%	+$341K	0.67%	27
2025 Q4	$9.14M	Sell	166,100 -34,900	-17%	-$1.84M	0.88%	19
2025 Q3	$10.4M	Sell	201,000 -30,000	-13%	-$1.46M	0.82%	22
2025 Q2	$10.9M	Buy	+231,000	New	+$9.72M	0.95%	28

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

Limestone Investment Advisors's BAC Position: Q1 2026 in Review

Limestone Investment Advisors opened a new position in Bank of America (BAC) in Q1 2026: 56,267 shares worth $2.74M. The stake represents 0.22% of the portfolio and ranks #78 among its holdings.

3,459 funds tracked by Wall St. Rank hold BAC as of Q1 2026.

Limestone Investment Advisors held 56,267 shares of Bank of America worth $2.74M as of Q1 2026.
Bank of America was a new Limestone Investment Advisors position in Q1 2026.
Bank of America made up 0.22% of Limestone Investment Advisors's portfolio in Q1 2026, its #78 holding.
3,459 funds tracked by Wall St. Rank held Bank of America as of Q1 2026.

Based on Limestone Investment Advisors's 13F filing for Q1 2026, filed 15 May 2026.