Marvin & Palmer Associates’s Bank of America BAC Stock Holding History

Marvin & Palmer Associates’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	–	Sell	-69,206	Closed	-$3.81M	–	24
2025 Q4	$3.81M	Buy	69,206 +4,204	+6%	+$222K	2.69%	15
2025 Q3	$3.47M	Buy	+65,002	New	+$3.17M	2.58%	17

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

Marvin & Palmer Associates's BAC Position: Q1 2026 in Review

Marvin & Palmer Associates sold out of Bank of America (BAC) in Q1 2026, closing a stake of 69,206 shares — an estimated $3.81M sold.

Marvin & Palmer Associates first reported a position in BAC in Q3 2025 and held it in 2 quarters. The position peaked at $3.81M in Q4 2025. 3,460 funds tracked by Wall St. Rank hold BAC as of Q1 2026.

Marvin & Palmer Associates reported no remaining Bank of America position as of Q1 2026 after selling out during the quarter.
Marvin & Palmer Associates sold 69,206 Bank of America shares in Q1 2026, an estimated $3.81M.
Marvin & Palmer Associates first reported a position in Bank of America in Q3 2025 and held it in 2 quarters.
Marvin & Palmer Associates's Bank of America position peaked at $3.81M in Q4 2025.
3,460 funds tracked by Wall St. Rank held Bank of America as of Q1 2026.

Based on Marvin & Palmer Associates's 13F filing for Q1 2026, filed 8 May 2026.