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

LJI 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 		$3.46M Buy
60,785
+10,312
+20% +$548K 0.49% 22
2026
Q1 		$2.46M Buy
50,473
+860
+2% +$44.4K 0.39% 26
2025
Q4 		$2.73M Buy
49,613
+88
+0.2% +$4.65K 0.42% 27
2025
Q3 		$2.55M Sell
49,525
-1,088
-2% -$53.1K 0.45% 24
2025
Q2 		$2.39M Sell
50,613
-1,444
-3% -$60.8K 0.42% 28
2025
Q1 		$2.17M Sell
52,057
-743
-1% -$33.1K 0.43% 30
2024
Q4 		$2.32M Sell
52,800
-2,435
-4% -$107K 0.46% 30
2024
Q3 		$2.19M Buy
55,235
+593
+1% +$23.8K 0.45% 31
2024
Q2 		$2.17M Sell
54,642
-1,493
-3% -$57.2K 0.48% 31
2024
Q1 		$2.13M Sell
56,135
-2,814
-5% -$96.6K 0.55% 26
2023
Q4 		$1.98M Sell
58,949
-312
-0.5% -$9.08K 0.51% 26
2023
Q3 		$1.62M Buy
59,261
+1,394
+2% +$41.2K 0.47% 31
2023
Q2 		$1.66M Sell
57,867
-2,794
-5% -$79.7K 0.48% 29
2023
Q1 		$1.73M Buy
60,661
+1,766
+3% +$58.3K 0.55% 28
2022
Q4 		$1.95M Buy
+58,895
New +$2.03M 0.68% 27

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

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

LJI Wealth Management increased its Bank of America (BAC) stake by 20% in Q2 2026, buying an estimated $548K and bringing the position to 60,785 shares worth $3.46M. The position accounts for 0.49% of the portfolio, ranked #22.

LJI Wealth Management first reported a position in BAC in Q4 2022 and has held it in 15 quarters since. 3,597 funds tracked by Wall St. Rank hold BAC as of Q2 2026.

  • LJI Wealth Management held 60,785 shares of Bank of America worth $3.46M as of Q2 2026.
  • LJI Wealth Management bought 10,312 Bank of America shares in Q2 2026, an estimated $548K.
  • Bank of America made up 0.49% of LJI Wealth Management's portfolio in Q2 2026, its #22 holding.
  • LJI Wealth Management first reported a position in Bank of America in Q4 2022 and has held it in 15 quarters since.
  • 3,597 funds tracked by Wall St. Rank held Bank of America as of Q2 2026.

Based on LJI Wealth Management's 13F filing for Q2 2026, filed 31 Jul 2026.