Marietta Investment Partners’s Bank of America BAC Stock Holding History

Marietta Investment 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	$4.85M	Sell	85,191 -3,384	-4%	-$180K	0.83%	36
2026 Q1	$4.32M	Sell	88,575 -5,063	-5%	-$261K	0.86%	34
2025 Q4	$5.15M	Buy	93,638 +8,255	+10%	+$436K	1.02%	30
2025 Q3	$4.4M	Buy	85,383 +1,113	+1%	+$54.3K	0.85%	35
2025 Q2	$3.99M	Sell	84,270 -628	-0.7%	-$26.4K	0.87%	33
2025 Q1	$3.54M	Buy	84,898 +37,324	+78%	+$1.66M	0.85%	34
2024 Q4	$2.09M	Buy	47,574 +8,307	+21%	+$365K	0.46%	53
2024 Q3	$1.56M	Buy	+39,267	New	+$1.57M	0.33%	65

Other funds holding BAC

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Marietta Investment Partners's BAC Position: Q2 2026 in Review

Marietta Investment Partners reduced its Bank of America (BAC) stake by 3.8% in Q2 2026, selling an estimated $180K and leaving 85,191 shares worth $4.85M. The position accounts for 0.83% of the portfolio, ranked #36.

Marietta Investment Partners first reported a position in BAC in Q3 2024 and has held it in 8 quarters since. The position peaked at $5.15M in Q4 2025. 3,621 funds tracked by Wall St. Rank hold BAC as of Q2 2026.

Marietta Investment Partners held 85,191 shares of Bank of America worth $4.85M as of Q2 2026.
Marietta Investment Partners sold 3,384 Bank of America shares in Q2 2026, an estimated $180K.
Bank of America made up 0.83% of Marietta Investment Partners's portfolio in Q2 2026, its #36 holding.
Marietta Investment Partners first reported a position in Bank of America in Q3 2024 and has held it in 8 quarters since.
Marietta Investment Partners's Bank of America position peaked at $5.15M in Q4 2025.
3,621 funds tracked by Wall St. Rank held Bank of America as of Q2 2026.

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