Litman Gregory Wealth Management’s Bank of America BAC Stock Holding History

Litman Gregory 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
2025 Q4	$58K	Buy	+1,055	New	+$55.8K	﹤0.01%	222
2021 Q2	–	Sell	-2,763	Closed	-$107K	–	83
2021 Q1	$107K	Sell	2,763 -128	-4%	-$4.42K	0.02%	73
2020 Q4	$88K	Buy	2,891 +76	+3%	+$2.04K	0.02%	79
2020 Q3	$68K	Hold	2,815	–	–	0.01%	87
2020 Q2	$67K	Hold	2,815	–	–	0.01%	83
2020 Q1	$60K	Buy	2,815 +815	+41%	+$24.4K	0.02%	75
2019 Q4	$70K	Sell	2,000 -22,415	-92%	-$724K	0.02%	85
2019 Q3	$712K	Sell	24,415 -9,888	-29%	-$284K	0.17%	35
2019 Q2	$995K	Sell	34,303 -4,752	-12%	-$137K	0.26%	30
2019 Q1	$1.08M	Sell	39,055 -744	-2%	-$21K	0.29%	30
2018 Q4	$981K	Buy	39,799 +2,744	+7%	+$74.4K	0.3%	31
2018 Q3	$1.09M	Hold	37,055	–	–	0.37%	29
2018 Q2	$1.04M	Sell	37,055 -68,605	-65%	-$2.05M	0.41%	22
2018 Q1	$3.17M	Buy	+105,660	New	+$3.32M	1.29%	14

Other funds holding BAC

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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

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

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

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

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

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 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

Litman Gregory Wealth Management's BAC Position: Q4 2025 in Review

Litman Gregory Wealth Management opened a new position in Bank of America (BAC) in Q4 2025: 1,055 shares worth $58K. The stake represents ﹤0.01% of the portfolio and ranks #222 among its holdings. This is a return to the name: Litman Gregory Wealth Management previously reported a position in BAC as recently as Q1 2021.

Litman Gregory Wealth Management first reported a position in BAC in Q1 2018 and has held it in 14 quarters since. The position peaked at $3.17M in Q1 2018. 3,608 funds tracked by Wall St. Rank hold BAC as of Q4 2025.

Litman Gregory Wealth Management held 1,055 shares of Bank of America worth $58K as of Q4 2025.
Bank of America was a new Litman Gregory Wealth Management position in Q4 2025.
Bank of America made up ﹤0.01% of Litman Gregory Wealth Management's portfolio in Q4 2025, its #222 holding.
Litman Gregory Wealth Management first reported a position in Bank of America in Q1 2018 and has held it in 14 quarters since.
Litman Gregory Wealth Management's Bank of America position peaked at $3.17M in Q1 2018.
3,608 funds tracked by Wall St. Rank held Bank of America as of Q4 2025.

Based on Litman Gregory Wealth Management's 13F filing for Q4 2025, filed 12 Feb 2026.