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LM Advisors’s Bank of America BAC Stock Holding History

LM 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 		$3.16M Buy
55,337
+52,856
+2,130% +$2.81M 0.36% 50
2026
Q1 		$50.9K Sell
2,481
-294
-11% -$15.2K 0.8% 36
2025
Q4 		$50.5K Sell
2,775
-38,112
-93% -$2.01M 0.91% 32
2025
Q3 		$2.11M Sell
40,887
-9,000
-18% -$439K 0.3% 58
2025
Q2 		$2.36M Sell
49,887
-1,538
-3% -$64.7K 0.3% 50
2025
Q1 		$2.15M Sell
51,425
-497
-1% -$22.1K 0.39% 52
2024
Q4 		$2.28M Buy
51,922
+1,981
+4% +$87.2K 0.41% 46
2024
Q3 		$1.98M Buy
49,941
+1,000
+2% +$40.1K 0.4% 48
2024
Q2 		$1.95M Hold
48,941
– – 0.34% 55
2024
Q1 		$2.24M Sell
48,941
-6,065
-11% -$208K 0.36% 58
2023
Q4 		$1.85M Buy
+55,006
New +$1.6M 0.37% 55

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

LM Advisors's BAC Position: Q2 2026 in Review

LM Advisors increased its Bank of America (BAC) stake by 2,130% in Q2 2026, buying an estimated $2.81M and bringing the position to 55,337 shares worth $3.16M. The position accounts for 0.36% of the portfolio, ranked #50.

LM Advisors first reported a position in BAC in Q4 2023 and has held it in 11 quarters since. 3,597 funds tracked by Wall St. Rank hold BAC as of Q2 2026.

  • LM Advisors held 55,337 shares of Bank of America worth $3.16M as of Q2 2026.
  • LM Advisors bought 52,856 Bank of America shares in Q2 2026, an estimated $2.81M.
  • Bank of America made up 0.36% of LM Advisors's portfolio in Q2 2026, its #50 holding.
  • LM Advisors first reported a position in Bank of America in Q4 2023 and has held it in 11 quarters since.
  • 3,597 funds tracked by Wall St. Rank held Bank of America as of Q2 2026.

Based on LM Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.