Lodestar Private Asset Management’s Bank of America BAC Stock Holding History

Lodestar Private Asset 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 Q1	$353K	Buy	7,242 +16	+0.2%	+$826	0.03%	175
2025 Q4	$397K	Sell	7,226 -288	-4%	-$15.2K	0.04%	165
2025 Q3	$388K	Sell	7,514 -36	-0.5%	-$1.76K	0.04%	170
2025 Q2	$357K	Sell	7,550 -156	-2%	-$6.56K	0.04%	170
2025 Q1	$322K	Buy	7,706 +16	+0.2%	+$713	0.04%	169
2024 Q4	$338K	Buy	7,690 +15	+0.2%	+$660	0.04%	167
2024 Q3	$305K	Sell	7,675 -1,831	-19%	-$73.4K	0.04%	180
2024 Q2	$378K	Buy	9,506 +2,097	+28%	+$80.4K	0.05%	155
2024 Q1	$281K	Sell	7,409 -105	-1%	-$3.6K	0.04%	181
2023 Q4	$253K	Buy	7,514 +21	+0.3%	+$611	0.04%	179
2023 Q3	$205K	Sell	7,493 -1,040	-12%	-$30.8K	0.04%	191
2023 Q2	$245K	Sell	8,533 -161	-2%	-$4.59K	0.04%	176
2023 Q1	$249K	Buy	8,694 +144	+2%	+$4.75K	0.04%	171
2022 Q4	$283K	Buy	+8,550	New	+$294K	0.05%	161

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

Lodestar Private Asset Management's BAC Position: Q1 2026 in Review

Lodestar Private Asset Management increased its Bank of America (BAC) stake by 0.22% in Q1 2026, buying an estimated $826 and bringing the position to 7,242 shares worth $353K. The position accounts for 0.03% of the portfolio, ranked #175.

Lodestar Private Asset Management first reported a position in BAC in Q4 2022 and has held it in 14 quarters since. The position peaked at $397K in Q4 2025. 3,459 funds tracked by Wall St. Rank hold BAC as of Q1 2026.

Lodestar Private Asset Management held 7,242 shares of Bank of America worth $353K as of Q1 2026.
Lodestar Private Asset Management bought 16 Bank of America shares in Q1 2026, an estimated $826.
Bank of America made up 0.03% of Lodestar Private Asset Management's portfolio in Q1 2026, its #175 holding.
Lodestar Private Asset Management first reported a position in Bank of America in Q4 2022 and has held it in 14 quarters since.
Lodestar Private Asset Management's Bank of America position peaked at $397K in Q4 2025.
3,459 funds tracked by Wall St. Rank held Bank of America as of Q1 2026.

Based on Lodestar Private Asset Management's 13F filing for Q1 2026, filed 27 Apr 2026.