LAM
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Lummis Asset Management’s Bank of America BAC Stock Holding History

Lummis 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
Q2 		$3.19K Buy
+56
New +$2.98K ﹤0.01% 157
2024
Q4 		– Sell
-532
Closed -$21.1K – 147
2024
Q3 		$21.1K Hold
532
– – 0.02% 78
2024
Q2 		$21.2K Buy
532
+71
+15% +$2.72K 0.03% 73
2024
Q1 		$17.5K Hold
461
– – 0.02% 81
2023
Q4 		$15.5K Buy
+461
New +$13.4K 0.01% 109

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 $3.38T AUM 44.17% 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

Lummis Asset Management's BAC Position: Q2 2026 in Review

Lummis Asset Management opened a new position in Bank of America (BAC) in Q2 2026: 56 shares worth $3.19K. The stake represents ﹤0.01% of the portfolio and ranks #157 among its holdings. This is a return to the name: Lummis Asset Management previously reported a position in BAC as recently as Q3 2024.

Lummis Asset Management first reported a position in BAC in Q4 2023 and has held it in 5 quarters since. The position peaked at $21.2K in Q2 2024. 3,621 funds tracked by Wall St. Rank hold BAC as of Q2 2026.

  • Lummis Asset Management held 56 shares of Bank of America worth $3.19K as of Q2 2026.
  • Bank of America was a new Lummis Asset Management position in Q2 2026.
  • Bank of America made up ﹤0.01% of Lummis Asset Management's portfolio in Q2 2026, its #157 holding.
  • Lummis Asset Management first reported a position in Bank of America in Q4 2023 and has held it in 5 quarters since.
  • Lummis Asset Management's Bank of America position peaked at $21.2K in Q2 2024.
  • 3,621 funds tracked by Wall St. Rank held Bank of America as of Q2 2026.

Based on Lummis Asset Management's 13F filing for Q2 2026, filed 3 Aug 2026.