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LMG Wealth Partners’s Bank of America BAC Stock Holding History

LMG Wealth Partners’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 		$561K Sell
9,851
-1,648
-14% -$87.6K 0.09% 118
2026
Q1 		$561K Sell
11,499
-240
-2% -$12.4K 0.1% 110
2025
Q4 		$646K Buy
11,739
+128
+1% +$6.77K 0.12% 106
2025
Q3 		$599K Buy
11,611
+31
+0.3% +$1.51K 0.11% 106
2025
Q2 		$548K Buy
11,580
+25
+0.2% +$1.05K 0.11% 99
2025
Q1 		$482K Sell
11,555
-67
-0.6% -$2.99K 0.11% 97
2024
Q4 		$511K Buy
11,622
+140
+1% +$6.16K 0.11% 93
2024
Q3 		$456K Sell
11,482
-404
-3% -$16.2K 0.1% 92
2024
Q2 		$473K Sell
11,886
-8,500
-42% -$326K 0.12% 91
2024
Q1 		$773K Sell
20,386
-601
-3% -$20.6K 0.19% 86
2023
Q4 		$707K Sell
20,987
-1,048
-5% -$30.5K 0.2% 70
2023
Q3 		$603K Buy
22,035
+365
+2% +$10.8K 0.18% 71
2023
Q2 		$622K Buy
21,670
+346
+2% +$9.87K 0.19% 70
2023
Q1 		$610K Buy
21,324
+566
+3% +$18.7K 0.2% 73
2022
Q4 		$717K Buy
+20,758
New +$715K 0.24% 68

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

LMG Wealth Partners's BAC Position: Q2 2026 in Review

LMG Wealth Partners reduced its Bank of America (BAC) stake by 14% in Q2 2026, selling an estimated $87.6K and leaving 9,851 shares worth $561K. The position accounts for 0.09% of the portfolio, ranked #118.

LMG Wealth Partners first reported a position in BAC in Q4 2022 and has held it in 15 quarters since. The position peaked at $773K in Q1 2024. 3,609 funds tracked by Wall St. Rank hold BAC as of Q2 2026.

  • LMG Wealth Partners held 9,851 shares of Bank of America worth $561K as of Q2 2026.
  • LMG Wealth Partners sold 1,648 Bank of America shares in Q2 2026, an estimated $87.6K.
  • Bank of America made up 0.09% of LMG Wealth Partners's portfolio in Q2 2026, its #118 holding.
  • LMG Wealth Partners first reported a position in Bank of America in Q4 2022 and has held it in 15 quarters since.
  • LMG Wealth Partners's Bank of America position peaked at $773K in Q1 2024.
  • 3,609 funds tracked by Wall St. Rank held Bank of America as of Q2 2026.

Based on LMG Wealth Partners's 13F filing for Q2 2026, filed 12 Aug 2026.