LWA
BAC icon

Lineweaver Wealth Advisors’s Bank of America BAC Stock Holding History

Lineweaver Wealth 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
Q2 		$3.49M Buy
61,243
+2,102
+4% +$112K 0.41% 55
2026
Q1 		$2.88M Buy
59,141
+1,100
+2% +$56.8K 0.39% 54
2025
Q4 		$3.19M Buy
58,041
+3,057
+6% +$162K 0.43% 47
2025
Q3 		$2.84M Buy
54,984
+77
+0.1% +$3.76K 0.42% 48
2025
Q2 		$2.6M Buy
54,907
+4,700
+9% +$198K 0.41% 49
2025
Q1 		$2.1M Buy
50,207
+6,392
+15% +$285K 0.36% 52
2024
Q4 		$1.93M Sell
43,815
-1,616
-4% -$71.1K 0.36% 58
2024
Q3 		$1.8M Buy
45,431
+1,316
+3% +$52.7K 0.34% 55
2024
Q2 		$1.75M Buy
44,115
+262
+0.6% +$10K 0.36% 55
2024
Q1 		$1.66M Buy
43,853
+2,727
+7% +$93.6K 0.39% 51
2023
Q4 		$1.38M Buy
41,126
+7,761
+23% +$226K 0.36% 56
2023
Q3 		$914K Buy
33,365
+17,065
+105% +$505K 0.27% 64
2023
Q2 		$468K Sell
16,300
-176
-1% -$5.02K 0.13% 86
2023
Q1 		$471K Buy
16,476
+1,216
+8% +$40.1K 0.14% 86
2022
Q4 		$505K Sell
15,260
-274
-2% -$9.44K 0.15% 86
2022
Q3 		$469K Buy
15,534
+343
+2% +$11.5K 0.15% 86
2022
Q2 		$472K Buy
15,191
+202
+1% +$7.27K 0.16% 87
2022
Q1 		$617K Sell
14,989
-3,049
-17% -$138K 0.18% 84
2021
Q4 		$802K Sell
18,038
-1,483
-8% -$67.6K 0.23% 70
2021
Q3 		$828K Buy
19,521
+1,039
+6% +$41.9K 0.25% 59
2021
Q2 		$762K Buy
18,482
+1,071
+6% +$43.9K 0.25% 57
2021
Q1 		$673K Buy
17,411
+2,552
+17% +$88.1K 0.24% 55
2020
Q4 		$450K Sell
14,859
-991
-6% -$26.6K 0.18% 56
2020
Q3 		$381K Buy
15,850
+3,249
+26% +$80.9K 0.17% 62
2020
Q2 		$299K Buy
12,601
+830
+7% +$19.6K 0.15% 64
2020
Q1 		$218K Buy
+11,771
New +$353K 0.14% 66

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

Lineweaver Wealth Advisors's BAC Position: Q2 2026 in Review

Lineweaver Wealth Advisors increased its Bank of America (BAC) stake by 3.6% in Q2 2026, buying an estimated $112K and bringing the position to 61,243 shares worth $3.49M. The position accounts for 0.41% of the portfolio, ranked #55.

Lineweaver Wealth Advisors first reported a position in BAC in Q1 2020 and has held it in 26 quarters since. 3,597 funds tracked by Wall St. Rank hold BAC as of Q2 2026.

  • Lineweaver Wealth Advisors held 61,243 shares of Bank of America worth $3.49M as of Q2 2026.
  • Lineweaver Wealth Advisors bought 2,102 Bank of America shares in Q2 2026, an estimated $112K.
  • Bank of America made up 0.41% of Lineweaver Wealth Advisors's portfolio in Q2 2026, its #55 holding.
  • Lineweaver Wealth Advisors first reported a position in Bank of America in Q1 2020 and has held it in 26 quarters since.
  • 3,597 funds tracked by Wall St. Rank held Bank of America as of Q2 2026.

Based on Lineweaver Wealth Advisors's 13F filing for Q2 2026, filed 9 Jul 2026.