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Massachusetts Wealth Management’s Bank of America BAC Stock Holding History

Massachusetts Wealth Management’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 		$4.32M Buy
75,790
+175
+0.2% +$9.31K 1.65% 18
2026
Q1 		$3.69M Buy
75,615
+385
+0.5% +$19.9K 1.6% 19
2025
Q4 		$4.14M Buy
75,230
+268
+0.4% +$14.2K 1.93% 12
2025
Q3 		$3.87M Buy
74,962
+3,725
+5% +$182K 1.92% 12
2025
Q2 		$3.37M Buy
+71,237
New +$3M 1.9% 12
2025
Q1 		– Sell
-72,062
Closed -$3.17M – 89
2024
Q4 		$3.17M Buy
72,062
+2,400
+3% +$106K 1.96% 9
2024
Q3 		$2.76M Sell
69,662
-1,960
-3% -$78.6K 1.74% 16
2024
Q2 		$2.85M Sell
71,622
-350
-0.5% -$13.4K 1.91% 10
2024
Q1 		$2.73M Buy
71,972
+906
+1% +$31.1K 1.92% 12
2023
Q4 		$2.39M Buy
71,066
+680
+1% +$19.8K 1.93% 11
2023
Q3 		$1.93M Sell
70,386
-1,150
-2% -$34K 1.77% 15
2023
Q2 		$2.05M Buy
71,536
+1,350
+2% +$38.5K 1.96% 12
2023
Q1 		$2.01M Sell
70,186
-3,016
-4% -$99.6K 2.07% 12
2022
Q4 		$2.6M Buy
+73,202
New +$2.52M 2.51% 7

Other funds holding BAC

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Massachusetts Wealth Management's BAC Position: Q2 2026 in Review

Massachusetts Wealth Management increased its Bank of America (BAC) stake by 0.23% in Q2 2026, buying an estimated $9.31K and bringing the position to 75,790 shares worth $4.32M. The position accounts for 1.65% of the portfolio, ranked #18.

Massachusetts Wealth Management first reported a position in BAC in Q4 2022 and has held it in 14 quarters since. 3,597 funds tracked by Wall St. Rank hold BAC as of Q2 2026.

  • Massachusetts Wealth Management held 75,790 shares of Bank of America worth $4.32M as of Q2 2026.
  • Massachusetts Wealth Management bought 175 Bank of America shares in Q2 2026, an estimated $9.31K.
  • Bank of America made up 1.65% of Massachusetts Wealth Management's portfolio in Q2 2026, its #18 holding.
  • Massachusetts Wealth Management first reported a position in Bank of America in Q4 2022 and has held it in 14 quarters since.
  • 3,597 funds tracked by Wall St. Rank held Bank of America as of Q2 2026.

Based on Massachusetts Wealth Management's 13F filing for Q2 2026, filed 3 Aug 2026.