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Marcum Wealth’s Bank of America BAC Stock Holding History

Marcum Wealth’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
2025
Q1 		$1.59M Sell
37,984
-295
-0.8% -$13.1K 0.14% 78
2024
Q4 		$1.68M Buy
38,279
+1,333
+4% +$58.6K 0.15% 71
2024
Q3 		$1.47M Sell
36,946
-981
-3% -$39.3K 0.14% 79
2024
Q2 		$1.51M Sell
37,927
-1,860
-5% -$71.3K 0.15% 72
2024
Q1 		$1.51M Sell
39,787
-740
-2% -$25.4K 0.15% 71
2023
Q4 		$1.36M Sell
40,527
-5,667
-12% -$165K 0.15% 77
2023
Q3 		$1.26M Buy
46,194
+3,351
+8% +$99.1K 0.15% 74
2023
Q2 		$1.23M Buy
42,843
+4,809
+13% +$137K 0.14% 78
2023
Q1 		$1.09M Sell
38,034
-1,262
-3% -$41.7K 0.14% 87
2022
Q4 		$1.3M Buy
39,296
+45
+0.1% +$1.55K 0.17% 65
2022
Q3 		$1.19M Buy
39,251
+628
+2% +$21K 0.18% 64
2022
Q2 		$1.2M Buy
38,623
+3,196
+9% +$115K 0.18% 70
2022
Q1 		$1.46M Buy
35,427
+1,823
+5% +$82.3K 0.2% 67
2021
Q4 		$1.5M Sell
33,604
-1,254
-4% -$57.1K 0.21% 70
2021
Q3 		$1.48M Buy
34,858
+4,404
+14% +$177K 0.23% 60
2021
Q2 		$1.26M Buy
30,454
+1,063
+4% +$43.6K 0.2% 67
2021
Q1 		$1.14M Buy
29,391
+9,418
+47% +$325K 0.19% 72
2020
Q4 		$605K Buy
19,973
+1,322
+7% +$35.4K 0.14% 54
2020
Q3 		$449K Buy
18,651
+1,868
+11% +$46.5K 0.14% 55
2020
Q2 		$399K Sell
16,783
-3,243
-16% -$76.6K 0.12% 66
2020
Q1 		$425K Buy
20,026
+2,741
+16% +$82.2K 0.16% 42
2019
Q4 		$609K Buy
+17,285
New +$559K 0.23% 42

Other funds holding BAC

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Marcum Wealth's BAC Position: Q1 2025 in Review

Marcum Wealth reduced its Bank of America (BAC) stake by 0.77% in Q1 2025, selling an estimated $13.1K and leaving 37,984 shares worth $1.59M. The position accounts for 0.14% of the portfolio, ranked #78.

Marcum Wealth first reported a position in BAC in Q4 2019 and has held it in 22 quarters since. The position peaked at $1.68M in Q4 2024. 3,207 funds tracked by Wall St. Rank hold BAC as of Q1 2025.

  • Marcum Wealth held 37,984 shares of Bank of America worth $1.59M as of Q1 2025.
  • Marcum Wealth sold 295 Bank of America shares in Q1 2025, an estimated $13.1K.
  • Bank of America made up 0.14% of Marcum Wealth's portfolio in Q1 2025, its #78 holding.
  • Marcum Wealth first reported a position in Bank of America in Q4 2019 and has held it in 22 quarters since.
  • Marcum Wealth's Bank of America position peaked at $1.68M in Q4 2024.
  • 3,207 funds tracked by Wall St. Rank held Bank of America as of Q1 2025.

Based on Marcum Wealth's 13F filing for Q1 2025, filed 2 Apr 2025.