Marino Stram & Associates’s Bank of America BAC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $661K | Buy |
13,556
+120
| +0.9% | +$6.19K | 0.12% | 103 |
|
|
2025
Q4 | $739K | Sell |
13,436
-1,059
| -7% | -$56K | 0.13% | 102 |
|
|
2025
Q3 | $748K | Buy |
14,495
+603
| +4% | +$29.4K | 0.13% | 100 |
|
|
2025
Q2 | $657K | Buy |
13,892
+70
| +0.5% | +$2.94K | 0.13% | 102 |
|
|
2025
Q1 | $577K | Buy |
13,822
+618
| +5% | +$27.5K | 0.13% | 107 |
|
|
2024
Q4 | $580K | Buy |
13,204
+222
| +2% | +$9.77K | 0.13% | 106 |
|
|
2024
Q3 | $515K | Sell |
12,982
-41
| -0.3% | -$1.64K | 0.12% | 107 |
|
|
2024
Q2 | $518K | Sell |
13,023
-4,107
| -24% | -$157K | 0.13% | 105 |
|
|
2024
Q1 | $650K | Sell |
17,130
-1,105
| -6% | -$37.9K | 0.15% | 98 |
|
|
2023
Q4 | $614K | Sell |
18,235
-640
| -3% | -$18.6K | 0.16% | 95 |
|
|
2023
Q3 | $517K | Sell |
18,875
-1,216
| -6% | -$36K | 0.15% | 96 |
|
|
2023
Q2 | $576K | Buy |
20,091
+2,531
| +14% | +$72.2K | 0.16% | 93 |
|
|
2023
Q1 | $502K | Buy |
17,560
+760
| +5% | +$25.1K | 0.15% | 95 |
|
|
2022
Q4 | $556K | Sell |
16,800
-81
| -0.5% | -$2.79K | 0.18% | 88 |
|
|
2022
Q3 | $510K | Buy |
16,881
+545
| +3% | +$18.2K | 0.18% | 85 |
|
|
2022
Q2 | $509K | Buy |
16,336
+1,493
| +10% | +$53.8K | 0.18% | 93 |
|
|
2022
Q1 | $612K | Buy |
14,843
+2,879
| +24% | +$130K | 0.19% | 86 |
|
|
2021
Q4 | $532K | Sell |
11,964
-865
| -7% | -$39.4K | 0.16% | 98 |
|
|
2021
Q3 | $545K | Sell |
12,829
-27,724
| -68% | -$1.12M | 0.19% | 86 |
|
|
2021
Q2 | $1.67M | Buy |
40,553
+27,882
| +220% | +$1.14M | 0.44% | 60 |
|
|
2021
Q1 | $490K | Buy |
12,671
+30
| +0.2% | +$1.03K | 0.19% | 80 |
|
|
2020
Q4 | $383K | Buy |
12,641
+140
| +1% | +$3.75K | 0.17% | 87 |
|
|
2020
Q3 | $301K | Buy |
12,501
+2,414
| +24% | +$60.1K | 0.16% | 89 |
|
|
2020
Q2 | $241K | Sell |
10,087
-43
| -0.4% | -$1.02K | 0.14% | 96 |
|
|
2020
Q1 | $215K | Buy |
10,130
+45
| +0.4% | +$1.35K | 0.17% | 83 |
|
|
2019
Q4 | $355K | Buy |
10,085
+16
| +0.2% | +$517 | 0.23% | 67 |
|
|
2019
Q3 | $294K | Buy |
10,069
+35
| +0.3% | +$1.01K | 0.21% | 65 |
|
|
2019
Q2 | $291K | Buy |
10,034
+16
| +0.2% | +$461 | 0.21% | 66 |
|
|
2019
Q1 | $276K | Buy |
10,018
+449
| +5% | +$12.7K | 0.2% | 64 |
|
|
2018
Q4 | $236K | Buy |
9,569
+117
| +1% | +$3.17K | 0.21% | 67 |
|
|
2018
Q3 | $278K | Buy |
9,452
+619
| +7% | +$18.9K | 0.22% | 64 |
|
|
2018
Q2 | $249K | Sell |
8,833
-603
| -6% | -$18K | 0.22% | 71 |
|
|
2018
Q1 | $283K | Sell |
9,436
-200
| -2% | -$6.28K | 0.26% | 66 |
|
|
2017
Q4 | $284K | Buy |
+9,636
| New | +$266K | 0.26% | 67 |
|
Other funds holding BAC
VCM
VPM
Marino Stram & Associates's BAC Position: Q1 2026 in Review
Marino Stram & Associates increased its Bank of America (BAC) stake by 0.89% in Q1 2026, buying an estimated $6.19K and bringing the position to 13,556 shares worth $661K. The position accounts for 0.12% of the portfolio, ranked #103.
Marino Stram & Associates first reported a position in BAC in Q4 2017 and has held it in 34 quarters since. The position peaked at $1.67M in Q2 2021. 3,459 funds tracked by Wall St. Rank hold BAC as of Q1 2026.
- Marino Stram & Associates held 13,556 shares of Bank of America worth $661K as of Q1 2026.
- Marino Stram & Associates bought 120 Bank of America shares in Q1 2026, an estimated $6.19K.
- Bank of America made up 0.12% of Marino Stram & Associates's portfolio in Q1 2026, its #103 holding.
- Marino Stram & Associates first reported a position in Bank of America in Q4 2017 and has held it in 34 quarters since.
- Marino Stram & Associates's Bank of America position peaked at $1.67M in Q2 2021.
- 3,459 funds tracked by Wall St. Rank held Bank of America as of Q1 2026.
Based on Marino Stram & Associates's 13F filing for Q1 2026, filed 29 Apr 2026.