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Madison Wealth Partners’s Bank of America BAC Stock Holding History

Madison Wealth Partners’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 		$1.48M Buy
25,962
+3,062
+13% +$163K 0.19% 61
2026
Q1 		$1.12M Buy
22,900
+1,199
+6% +$61.9K 0.18% 59
2025
Q4 		$1.19M Sell
21,701
-1,523
-7% -$80.5K 0.22% 54
2025
Q3 		$1.2M Sell
23,224
-933
-4% -$45.5K 0.24% 48
2025
Q2 		$1.14M Sell
24,157
-286
-1% -$12K 0.25% 50
2025
Q1 		$1.02M Buy
24,443
+20
+0.1% +$891 0.25% 49
2024
Q4 		$1.07M Buy
24,423
+199
+0.8% +$8.76K 0.3% 45
2024
Q3 		$961K Buy
24,224
+3,204
+15% +$128K 0.28% 51
2024
Q2 		$836K Sell
21,020
-400
-2% -$15.3K 0.29% 48
2024
Q1 		$812K Sell
21,420
-4,500
-17% -$154K 0.29% 44
2023
Q4 		$873K Buy
25,920
+16,021
+162% +$466K 0.35% 37
2023
Q3 		$271K Sell
9,899
-374
-4% -$11.1K 0.14% 68
2023
Q2 		$295K Sell
10,273
-8
-0.1% -$228 0.14% 70
2023
Q1 		$294K Sell
10,281
-86
-0.8% -$2.84K 0.15% 64
2022
Q4 		$343K Sell
10,367
-30
-0.3% -$1.03K 0.2% 57
2022
Q3 		$314K Buy
10,397
+923
+10% +$30.9K 0.21% 52
2022
Q2 		$295K Buy
9,474
+158
+2% +$5.69K 0.19% 58
2022
Q1 		$384K Buy
9,316
+307
+3% +$13.9K 0.21% 45
2021
Q4 		$401K Sell
9,009
-759
-8% -$34.6K 0.2% 44
2021
Q3 		$415K Buy
9,768
+44
+0.5% +$1.77K 0.23% 42
2021
Q2 		$401K Buy
9,724
+677
+7% +$27.8K 0.23% 43
2021
Q1 		$274K Hold
9,047
– – 0.19% 39
2020
Q4 		$274K Buy
+9,047
New +$242K 0.18% 40

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 $3.37T AUM 44.26% 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

Madison Wealth Partners's BAC Position: Q2 2026 in Review

Madison Wealth Partners increased its Bank of America (BAC) stake by 13% in Q2 2026, buying an estimated $163K and bringing the position to 25,962 shares worth $1.48M. The position accounts for 0.19% of the portfolio, ranked #61.

Madison Wealth Partners first reported a position in BAC in Q4 2020 and has held it in 23 quarters since. 3,617 funds tracked by Wall St. Rank hold BAC as of Q2 2026.

  • Madison Wealth Partners held 25,962 shares of Bank of America worth $1.48M as of Q2 2026.
  • Madison Wealth Partners bought 3,062 Bank of America shares in Q2 2026, an estimated $163K.
  • Bank of America made up 0.19% of Madison Wealth Partners's portfolio in Q2 2026, its #61 holding.
  • Madison Wealth Partners first reported a position in Bank of America in Q4 2020 and has held it in 23 quarters since.
  • 3,617 funds tracked by Wall St. Rank held Bank of America as of Q2 2026.

Based on Madison Wealth Partners's 13F filing for Q2 2026, filed 12 Aug 2026.