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 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 New York $5.72T AUM 30.48% 1-Year Est. Return

Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

LMG Wealth Partners's BAC Position: Q1 2026 in Review

LMG Wealth Partners reduced its Bank of America (BAC) stake by 2% in Q1 2026, selling an estimated $12.4K and leaving 11,499 shares worth $561K. The position accounts for 0.1% of the portfolio, ranked #110.

LMG Wealth Partners first reported a position in BAC in Q4 2022 and has held it in 14 quarters since. The position peaked at $773K in Q1 2024. 3,459 funds tracked by Wall St. Rank hold BAC as of Q1 2026.

LMG Wealth Partners held 11,499 shares of Bank of America worth $561K as of Q1 2026.
LMG Wealth Partners sold 240 Bank of America shares in Q1 2026, an estimated $12.4K.
Bank of America made up 0.1% of LMG Wealth Partners's portfolio in Q1 2026, its #110 holding.
LMG Wealth Partners first reported a position in Bank of America in Q4 2022 and has held it in 14 quarters since.
LMG Wealth Partners's Bank of America position peaked at $773K in Q1 2024.
3,459 funds tracked by Wall St. Rank held Bank of America as of Q1 2026.

Based on LMG Wealth Partners's 13F filing for Q1 2026, filed 17 Apr 2026.