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 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 $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

Marietta Investment Partners's BAC Position: Q1 2026 in Review

Marietta Investment Partners reduced its Bank of America (BAC) stake by 5.4% in Q1 2026, selling an estimated $261K and leaving 88,575 shares worth $4.32M. The position accounts for 0.86% of the portfolio, ranked #34.

Marietta Investment Partners first reported a position in BAC in Q3 2024 and has held it in 7 quarters since. The position peaked at $5.15M in Q4 2025. 3,462 funds tracked by Wall St. Rank hold BAC as of Q1 2026.

Marietta Investment Partners held 88,575 shares of Bank of America worth $4.32M as of Q1 2026.
Marietta Investment Partners sold 5,063 Bank of America shares in Q1 2026, an estimated $261K.
Bank of America made up 0.86% of Marietta Investment Partners's portfolio in Q1 2026, its #34 holding.
Marietta Investment Partners first reported a position in Bank of America in Q3 2024 and has held it in 7 quarters since.
Marietta Investment Partners's Bank of America position peaked at $5.15M in Q4 2025.
3,462 funds tracked by Wall St. Rank held Bank of America as of Q1 2026.

Based on Marietta Investment Partners's 13F filing for Q1 2026, filed 28 Apr 2026.