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Lynch & Associates’s Bank of America BAC Stock Holding History

Lynch & Associates’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 		$8.1M Sell
142,080
-2,479
-2% -$132K 1.41% 22
2026
Q1 		$7.05M Buy
144,559
+665
+0.5% +$34.3K 1.32% 24
2025
Q4 		$7.91M Sell
143,894
-395
-0.3% -$20.9K 1.5% 21
2025
Q3 		$7.44M Sell
144,289
-495
-0.3% -$24.1K 1.44% 21
2025
Q2 		$6.85M Buy
144,784
+1,345
+0.9% +$56.6K 1.38% 23
2025
Q1 		$5.99M Sell
143,439
-999
-0.7% -$44.5K 1.29% 26
2024
Q4 		$6.35M Sell
144,438
-2,519
-2% -$111K 1.38% 23
2024
Q3 		$5.83M Buy
146,957
+906
+0.6% +$36.3K 1.23% 28
2024
Q2 		$5.81M Buy
146,051
+5,190
+4% +$199K 1.31% 26
2024
Q1 		$5.34M Sell
140,861
-3,092
-2% -$106K 1.23% 28
2023
Q4 		$4.85M Sell
143,953
-1,740
-1% -$50.7K 1.18% 27
2023
Q3 		$3.99M Sell
145,693
-4,243
-3% -$126K 1.05% 32
2023
Q2 		$4.3M Buy
149,936
+7,934
+6% +$226K 1.1% 32
2023
Q1 		$4.06M Sell
142,002
-1,579
-1% -$52.1K 1.07% 32
2022
Q4 		$4.76M Buy
143,581
+2,225
+2% +$76.6K 1.24% 30
2022
Q3 		$4.27M Buy
141,356
+6,878
+5% +$230K 1.25% 31
2022
Q2 		$4.19M Buy
134,478
+1,926
+1% +$69.3K 1.14% 31
2022
Q1 		$5.46M Sell
132,552
-133
-0.1% -$6K 1.32% 27
2021
Q4 		$5.9M Buy
132,685
+5,682
+4% +$259K 1.39% 25
2021
Q3 		$5.39M Buy
127,003
+456
+0.4% +$18.4K 1.4% 26
2021
Q2 		$5.22M Buy
126,547
+4,548
+4% +$186K 1.34% 29
2021
Q1 		$4.72M Buy
121,999
+2,952
+2% +$102K 1.27% 30
2020
Q4 		$3.61M Buy
119,047
+4,598
+4% +$123K 0.98% 34
2020
Q3 		$2.76M Buy
+114,449
New +$2.85M 0.83% 37

Other funds holding BAC

LMFP
Larry Mathis Financial Planning Phoenix, Arizona $124B AUM
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
FWIA
Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
CRM
Cardano Risk Management Rotterdam, Netherlands $13B AUM 49.44% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
OIAM
OFI Invest Asset Management Paris, France $10B AUM 48.47% 1-Year Est. Return
DJC
Daily Journal Corp Los Angeles, California $257M AUM 13.37% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return
EB
Eastern Bank Boston, Massachusetts $6.53B AUM 30.05% 1-Year Est. Return

Lynch & Associates's BAC Position: Q2 2026 in Review

Lynch & Associates reduced its Bank of America (BAC) stake by 1.7% in Q2 2026, selling an estimated $132K and leaving 142,080 shares worth $8.1M. The position accounts for 1.41% of the portfolio, ranked #22.

Lynch & Associates first reported a position in BAC in Q3 2020 and has held it in 24 quarters since. 649 funds tracked by Wall St. Rank hold BAC as of Q2 2026.

  • Lynch & Associates held 142,080 shares of Bank of America worth $8.1M as of Q2 2026.
  • Lynch & Associates sold 2,479 Bank of America shares in Q2 2026, an estimated $132K.
  • Bank of America made up 1.41% of Lynch & Associates's portfolio in Q2 2026, its #22 holding.
  • Lynch & Associates first reported a position in Bank of America in Q3 2020 and has held it in 24 quarters since.
  • 649 funds tracked by Wall St. Rank held Bank of America as of Q2 2026.

Based on Lynch & Associates's 13F filing for Q2 2026, filed 13 Jul 2026.