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M Holdings Securities’s Bank of America BAC Stock Holding History

M Holdings Securities’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
2023
Q2 		– Sell
-65,782
Closed -$1.88M – 231
2023
Q1 		$1.88M Buy
+65,782
New +$2.17M 0.19% 91

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

M Holdings Securities's BAC Position: Q1 2026 in Review

M Holdings Securities reduced its Bank of America (BAC) stake by 19% in Q1 2026, selling an estimated $1.56M and leaving 128,884 shares worth $6.4M. The position accounts for 0.43% of the portfolio, ranked #48.

M Holdings Securities first reported a position in BAC in Q4 2013 and has held it in 43 quarters since. The position peaked at $8.75M in Q4 2025. 3,459 funds tracked by Wall St. Rank hold BAC as of Q1 2026.

  • M Holdings Securities held 128,884 shares of Bank of America worth $6.4M as of Q1 2026.
  • M Holdings Securities sold 30,286 Bank of America shares in Q1 2026, an estimated $1.56M.
  • Bank of America made up 0.43% of M Holdings Securities's portfolio in Q1 2026, its #48 holding.
  • M Holdings Securities first reported a position in Bank of America in Q4 2013 and has held it in 43 quarters since.
  • M Holdings Securities's Bank of America position peaked at $8.75M in Q4 2025.
  • 3,459 funds tracked by Wall St. Rank held Bank of America as of Q1 2026.

Based on M Holdings Securities's 13F filing for Q1 2026, filed 12 May 2026.