Lorne Steinberg Wealth Management’s Bank of America BAC Stock Holding History

Lorne Steinberg Wealth 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	–	Sell	-3,991	Closed	-$220K	–	69
2025 Q4	$220K	Buy	+3,991	New	+$211K	0.05%	67
2023 Q1	–	Sell	-6,977	Closed	-$231K	–	67
2022 Q4	$231K	Hold	6,977	–	–	0.1%	67
2022 Q3	$211K	Sell	6,977 -185	-3%	-$6.18K	0.1%	60
2022 Q2	$223K	Hold	7,162	–	–	0.1%	63
2022 Q1	$295K	Sell	7,162 -1,385	-16%	-$62.5K	0.14%	56
2021 Q4	$380K	Buy	8,547 +1,674	+24%	+$76.3K	0.16%	54
2021 Q3	$292K	Sell	6,873 -400	-5%	-$16.1K	0.14%	57
2021 Q2	$300K	Buy	7,273 +1,028	+16%	+$42.1K	0.15%	56
2021 Q1	$242K	Buy	+6,245	New	+$215K	0.13%	59

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

Lorne Steinberg Wealth Management's BAC Position: Q1 2026 in Review

Lorne Steinberg Wealth Management sold out of Bank of America (BAC) in Q1 2026, closing a stake of 3,991 shares — an estimated $220K sold.

Lorne Steinberg Wealth Management first reported a position in BAC in Q1 2021 and held it in 9 quarters. The position peaked at $380K in Q4 2021. 3,459 funds tracked by Wall St. Rank hold BAC as of Q1 2026.

Lorne Steinberg Wealth Management reported no remaining Bank of America position as of Q1 2026 after selling out during the quarter.
Lorne Steinberg Wealth Management sold 3,991 Bank of America shares in Q1 2026, an estimated $220K.
Lorne Steinberg Wealth Management first reported a position in Bank of America in Q1 2021 and held it in 9 quarters.
Lorne Steinberg Wealth Management's Bank of America position peaked at $380K in Q4 2021.
3,459 funds tracked by Wall St. Rank held Bank of America as of Q1 2026.

Based on Lorne Steinberg Wealth Management's 13F filing for Q1 2026, filed 8 May 2026.