LMR Partners’s Bank of America BAC Stock Holding History

LMR 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	$8.46M	Buy	173,500 +123,900	+250%	+$6.39M	0.02%	479
2025 Q4	$2.73M	Sell	49,600 -4,200	-8%	-$222K	0.01%	732
2025 Q3	$2.78M	Sell	53,800 -210,200	-80%	-$10.3M	0.01%	649
2025 Q2	$12.5M	Sell	264,000 -154,300	-37%	-$6.49M	0.09%	231
2025 Q1	$17.5M	Buy	418,300 +277,300	+197%	+$12.4M	0.16%	148
2024 Q4	$6.2M	Buy	141,000 +28,400	+25%	+$1.25M	0.05%	338
2024 Q3	$4.47M	Sell	112,600 -21,200	-16%	-$850K	0.04%	396
2024 Q2	$5.32M	Sell	133,800 -83,500	-38%	-$3.2M	0.04%	313
2024 Q1	$8.24M	Sell	217,300 -128,100	-37%	-$4.4M	0.08%	218
2023 Q4	$11.6M	Sell	345,400 -404,600	-54%	-$11.8M	0.13%	180
2023 Q3	$20.5M	Buy	+750,000	New	+$22.2M	0.23%	108
2023 Q2	–	Sell	-1,346,100	Closed	-$38.5M	–	910
2023 Q1	$38.5M	Buy	+1,346,100	New	+$44.4M	0.6%	35

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

LMR Partners's BAC Position: Q1 2026 in Review

LMR Partners opened a new position in Bank of America (BAC) in Q1 2026: 46,090 shares worth $2.25M. The stake represents ﹤0.01% of the portfolio and ranks #831 among its holdings. This is a return to the name: LMR Partners previously reported a position in BAC as recently as Q4 2024.

LMR Partners first reported a position in BAC in Q2 2014 and has held it in 25 quarters since. The position peaked at $14.2M in Q4 2023. 3,460 funds tracked by Wall St. Rank hold BAC as of Q1 2026.

LMR Partners held 46,090 shares of Bank of America worth $2.25M as of Q1 2026.
Bank of America was a new LMR Partners position in Q1 2026.
Bank of America made up ﹤0.01% of LMR Partners's portfolio in Q1 2026, its #831 holding.
LMR Partners first reported a position in Bank of America in Q2 2014 and has held it in 25 quarters since.
LMR Partners's Bank of America position peaked at $14.2M in Q4 2023.
3,460 funds tracked by Wall St. Rank held Bank of America as of Q1 2026.

Based on LMR Partners's 13F filing for Q1 2026, filed 15 May 2026.