M3 Advisory Group’s Bank of America BAC Stock Holding History

M3 Advisory Group’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	$760K	Buy	15,596 +231	+2%	+$11.9K	0.47%	44
2025 Q4	$845K	Buy	15,365 +133	+0.9%	+$7.03K	0.52%	40
2025 Q3	$786K	Buy	15,232 +176	+1%	+$8.59K	0.49%	42
2025 Q2	$712K	Buy	15,056 +762	+5%	+$32.1K	0.49%	41
2025 Q1	$596K	Buy	14,294 +485	+4%	+$21.6K	0.47%	44
2024 Q4	$607K	Buy	13,809 +57	+0.4%	+$2.51K	0.43%	49
2024 Q3	$546K	Buy	13,752 +160	+1%	+$6.41K	0.4%	54
2024 Q2	$541K	Buy	13,592 +44	+0.3%	+$1.69K	0.45%	49
2024 Q1	$514K	Sell	13,548 -1,056	-7%	-$36.3K	0.47%	48
2023 Q4	$492K	Buy	+14,604	New	+$425K	0.58%	39

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

M3 Advisory Group's BAC Position: Q1 2026 in Review

M3 Advisory Group increased its Bank of America (BAC) stake by 1.5% in Q1 2026, buying an estimated $11.9K and bringing the position to 15,596 shares worth $760K. The position accounts for 0.47% of the portfolio, ranked #44.

M3 Advisory Group first reported a position in BAC in Q4 2023 and has held it in 10 quarters since. The position peaked at $845K in Q4 2025. 3,459 funds tracked by Wall St. Rank hold BAC as of Q1 2026.

M3 Advisory Group held 15,596 shares of Bank of America worth $760K as of Q1 2026.
M3 Advisory Group bought 231 Bank of America shares in Q1 2026, an estimated $11.9K.
Bank of America made up 0.47% of M3 Advisory Group's portfolio in Q1 2026, its #44 holding.
M3 Advisory Group first reported a position in Bank of America in Q4 2023 and has held it in 10 quarters since.
M3 Advisory Group's Bank of America position peaked at $845K in Q4 2025.
3,459 funds tracked by Wall St. Rank held Bank of America as of Q1 2026.

Based on M3 Advisory Group's 13F filing for Q1 2026, filed 22 Apr 2026.