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Lynx Investment Advisory’s Bank of America BAC Stock Holding History

Lynx Investment Advisory’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 		$297K Sell
6,087
-151
-2% -$7.79K 0.14% 142
2025
Q4 		$343K Buy
6,238
+789
+14% +$41.7K 0.19% 121
2025
Q3 		$281K Sell
5,449
-1,082
-17% -$52.8K 0.17% 127
2025
Q2 		$309K Buy
6,531
+42
+0.6% +$1.77K 0.2% 113
2025
Q1 		$271K Hold
6,489
– – 0.18% 120
2024
Q4 		$285K Buy
+6,489
New +$285K 0.19% 119
2024
Q3 		– Sell
-2,253
Closed -$89.6K – 190
2024
Q2 		$89.6K Buy
+2,253
New +$86.3K 0.07% 188

Other funds holding BAC

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
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
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Lynx Investment Advisory's BAC Position: Q1 2026 in Review

Lynx Investment Advisory reduced its Bank of America (BAC) stake by 2.4% in Q1 2026, selling an estimated $7.79K and leaving 6,087 shares worth $297K. The position accounts for 0.14% of the portfolio, ranked #142.

Lynx Investment Advisory first reported a position in BAC in Q2 2024 and has held it in 7 quarters since. The position peaked at $343K in Q4 2025. 3,459 funds tracked by Wall St. Rank hold BAC as of Q1 2026.

  • Lynx Investment Advisory held 6,087 shares of Bank of America worth $297K as of Q1 2026.
  • Lynx Investment Advisory sold 151 Bank of America shares in Q1 2026, an estimated $7.79K.
  • Bank of America made up 0.14% of Lynx Investment Advisory's portfolio in Q1 2026, its #142 holding.
  • Lynx Investment Advisory first reported a position in Bank of America in Q2 2024 and has held it in 7 quarters since.
  • Lynx Investment Advisory's Bank of America position peaked at $343K in Q4 2025.
  • 3,459 funds tracked by Wall St. Rank held Bank of America as of Q1 2026.

Based on Lynx Investment Advisory's 13F filing for Q1 2026, filed 24 Apr 2026.