Marco Investment Management’s Bank of America BAC Stock Holding History

Marco Investment Management’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	$4.32M	Sell	88,687 -2,712	-3%	-$140K	0.33%	69
2025 Q4	$5.03M	Sell	91,399 -1,373	-1%	-$72.6K	0.38%	62
2025 Q3	$4.79M	Sell	92,772 -1,134	-1%	-$55.3K	0.37%	61
2025 Q2	$4.44M	Buy	93,906 +237	+0.3%	+$9.97K	0.37%	59
2025 Q1	$3.91M	Hold	93,669	–	–	0.36%	62
2024 Q4	$4.12M	Hold	93,669	–	–	0.36%	63
2024 Q3	$3.72M	Hold	93,669	–	–	0.32%	69
2024 Q2	$3.73M	Sell	93,669 -5,026	-5%	-$193K	0.34%	63
2024 Q1	$3.74M	Buy	98,695 +988	+1%	+$33.9K	0.35%	66
2023 Q4	$3.29M	Sell	97,707 -3,913	-4%	-$114K	0.34%	70
2023 Q3	$2.78M	Sell	101,620 -16,386	-14%	-$485K	0.32%	68
2023 Q2	$3.39M	Hold	118,006	–	–	0.37%	64
2023 Q1	$3.37M	Buy	118,006 +13	+0%	+$429	0.38%	64
2022 Q4	$3.91M	Sell	117,993 -786	-0.7%	-$27.1K	0.46%	59
2022 Q3	$3.59M	Hold	118,779	–	–	0.45%	59
2022 Q2	$3.7M	Buy	118,779 +157	+0.1%	+$5.65K	0.43%	62
2022 Q1	$4.89M	Buy	118,622 +18	+0%	+$812	0.5%	60
2021 Q4	$5.28M	Sell	118,604 -591	-0.5%	-$26.9K	0.52%	57
2021 Q3	$5.06M	Sell	119,195 -2,031	-2%	-$81.8K	0.56%	54
2021 Q2	$5M	Buy	121,226 +49	+0%	+$2.01K	0.58%	53
2021 Q1	$4.69M	Buy	121,177 +9	+0%	+$311	0.61%	46
2020 Q4	$3.67M	Buy	121,168 +112	+0.1%	+$3K	0.53%	52
2020 Q3	$2.92M	Buy	121,056 +14	+0%	+$349	0.48%	52
2020 Q2	$2.88M	Buy	121,042 +14	+0%	+$331	0.53%	51
2020 Q1	$2.57M	Sell	121,028 -985	-0.8%	-$29.5K	0.54%	46
2019 Q4	$4.3M	Sell	122,013 -2,990	-2%	-$96.6K	0.67%	45
2019 Q3	$3.65M	Buy	125,003 +855	+0.7%	+$24.6K	0.62%	48
2019 Q2	$3.6M	Buy	124,148 +9	+0%	+$260	0.64%	46
2019 Q1	$3.42M	Buy	124,139 +1,665	+1%	+$47.1K	0.64%	45
2018 Q4	$3.02M	Sell	122,474 -470	-0.4%	-$12.8K	0.6%	51
2018 Q3	$3.62M	Buy	122,944 +105	+0.1%	+$3.2K	0.52%	56
2018 Q2	$3.46M	Sell	122,839 -21	-0%	-$627	0.54%	56
2018 Q1	$3.69M	Buy	122,860 +1,106	+0.9%	+$34.7K	0.57%	53
2017 Q4	$3.59M	Buy	121,754 +519	+0.4%	+$14.3K	0.55%	54
2017 Q3	$3.07M	Buy	121,235 +285	+0.2%	+$6.92K	0.48%	60
2017 Q2	$2.93M	Buy	120,950 +15	+0%	+$350	0.48%	63
2017 Q1	$2.85M	Sell	120,935 -7,985	-6%	-$189K	0.48%	63
2016 Q4	$2.85M	Sell	128,920 -2,987	-2%	-$57.5K	0.5%	63
2016 Q3	$2.06M	Sell	131,907 -548	-0.4%	-$8.16K	0.37%	77
2016 Q2	$1.76M	Buy	132,455 +525	+0.4%	+$7.38K	0.33%	84
2016 Q1	$1.78K	Sell	131,930 -7,747	-6%	-$105K	0.26%	86
2015 Q4	$2.35M	Sell	139,677 -5,237	-4%	-$88.6K	0.44%	70
2015 Q3	$2.26M	Sell	144,914 -86	-0.1%	-$1.45K	0.45%	71
2015 Q2	$2.47M	Sell	145,000 -2,611	-2%	-$43K	0.41%	75
2015 Q1	$2.27M	Sell	147,611 -1,070	-0.7%	-$17.2K	0.39%	75
2014 Q4	$2.66M	Buy	148,681 +2,512	+2%	+$43K	0.33%	73
2014 Q3	$2.49M	Sell	146,169 -14,698	-9%	-$234K	0.34%	71
2014 Q2	$2.47M	Buy	160,867 +27,959	+21%	+$434K	0.47%	73
2014 Q1	$2.29M	Buy	132,908 +5,867	+5%	+$98.7K	0.48%	73
2013 Q4	$1.98K	Sell	127,041 -2,998	-2%	-$44.5K	0.1%	77
2013 Q3	$1.79M	Buy	+130,039	New	+$1.86M	0.41%	78

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

Marco Investment Management's BAC Position: Q1 2026 in Review

Marco Investment Management reduced its Bank of America (BAC) stake by 3% in Q1 2026, selling an estimated $140K and leaving 88,687 shares worth $4.32M. The position accounts for 0.33% of the portfolio, ranked #69.

Marco Investment Management first reported a position in BAC in Q3 2013 and has held it in 51 quarters since. The position peaked at $5.28M in Q4 2021. 3,462 funds tracked by Wall St. Rank hold BAC as of Q1 2026.

Marco Investment Management held 88,687 shares of Bank of America worth $4.32M as of Q1 2026.
Marco Investment Management sold 2,712 Bank of America shares in Q1 2026, an estimated $140K.
Bank of America made up 0.33% of Marco Investment Management's portfolio in Q1 2026, its #69 holding.
Marco Investment Management first reported a position in Bank of America in Q3 2013 and has held it in 51 quarters since.
Marco Investment Management's Bank of America position peaked at $5.28M in Q4 2021.
3,462 funds tracked by Wall St. Rank held Bank of America as of Q1 2026.

Based on Marco Investment Management's 13F filing for Q1 2026, filed 8 May 2026.