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McDonald Partners’s Bank of America BAC Stock Holding History

McDonald 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 		$4.16M Buy
85,264
+75,200
+747% +$3.88M 0.98% 32
2025
Q4 		$554K Sell
10,064
-3,632
-27% -$192K 0.17% 123
2025
Q3 		$707K Sell
13,696
-35,795
-72% -$1.75M 0.21% 113
2025
Q2 		$2.34M Buy
49,491
+984
+2% +$41.4K 0.56% 49
2025
Q1 		$2.03M Sell
48,507
-1,194
-2% -$53.2K 0.53% 54
2024
Q4 		$2.18M Sell
49,701
-2,142
-4% -$94.2K 0.56% 48
2024
Q3 		$2.06M Sell
51,843
-3,762
-7% -$151K 0.51% 55
2024
Q2 		$2.21M Buy
55,605
+354
+0.6% +$13.6K 0.59% 43
2024
Q1 		$2.1M Sell
55,251
-1,604
-3% -$55.1K 0.58% 47
2023
Q4 		$1.91M Buy
56,855
+3,500
+7% +$102K 0.57% 46
2023
Q3 		$1.46M Sell
53,355
-7,533
-12% -$223K 0.48% 61
2023
Q2 		$1.75M Buy
60,888
+11,078
+22% +$316K 0.53% 52
2023
Q1 		$1.42M Buy
49,810
+2,947
+6% +$97.3K 0.46% 65
2022
Q4 		$1.55M Buy
46,863
+20,458
+77% +$705K 0.53% 53
2022
Q3 		$797K Sell
26,405
-1,582
-6% -$52.9K 0.3% 100
2022
Q2 		$871K Buy
27,987
+4,781
+21% +$172K 0.22% 123
2022
Q1 		$957K Buy
+23,206
New +$1.05M 0.21% 129
2021
Q4 		– Sell
-18,445
Closed -$783K – 561
2021
Q3 		$783K Sell
18,445
-271
-1% -$10.9K 0.18% 145
2021
Q2 		$772K Sell
18,716
-108
-0.6% -$4.43K 0.18% 137
2021
Q1 		$728K Buy
18,824
+234
+1% +$8.07K 0.19% 140
2020
Q4 		$563K Buy
+18,590
New +$498K 0.16% 154

Other funds holding BAC

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
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
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

McDonald Partners's BAC Position: Q1 2026 in Review

McDonald Partners increased its Bank of America (BAC) stake by 747% in Q1 2026, buying an estimated $3.88M and bringing the position to 85,264 shares worth $4.16M. The position accounts for 0.98% of the portfolio, ranked #32.

McDonald Partners first reported a position in BAC in Q4 2020 and has held it in 21 quarters since. 3,459 funds tracked by Wall St. Rank hold BAC as of Q1 2026.

  • McDonald Partners held 85,264 shares of Bank of America worth $4.16M as of Q1 2026.
  • McDonald Partners bought 75,200 Bank of America shares in Q1 2026, an estimated $3.88M.
  • Bank of America made up 0.98% of McDonald Partners's portfolio in Q1 2026, its #32 holding.
  • McDonald Partners first reported a position in Bank of America in Q4 2020 and has held it in 21 quarters since.
  • 3,459 funds tracked by Wall St. Rank held Bank of America as of Q1 2026.

Based on McDonald Partners's 13F filing for Q1 2026, filed 15 May 2026.