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Means Investment Company’s Bank of America BAC Stock Holding History

Means Investment Company’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 		$5.69M Sell
116,738
-1,891
-2% -$97.6K 0.5% 27
2025
Q4 		$6.52M Sell
118,629
-683
-0.6% -$36.1K 0.55% 26
2025
Q3 		$6.16M Sell
119,312
-3,596
-3% -$175K 0.53% 27
2025
Q2 		$5.82M Sell
122,908
-2,830
-2% -$119K 0.55% 31
2025
Q1 		$5.25M Sell
125,738
-17,385
-12% -$775K 0.56% 30
2024
Q4 		$6.29M Sell
143,123
-846
-0.6% -$37.2K 0.65% 30
2024
Q3 		$5.71M Buy
143,969
+405
+0.3% +$16.2K 0.63% 30
2024
Q2 		$5.71M Sell
143,564
-9,636
-6% -$369K 0.68% 28
2024
Q1 		$5.81M Sell
153,200
-12,255
-7% -$421K 0.75% 26
2023
Q4 		$5.57M Sell
165,455
-8,154
-5% -$237K 0.8% 23
2023
Q3 		$4.75M Sell
173,609
-7,973
-4% -$236K 0.78% 24
2023
Q2 		$5.21M Buy
181,582
+965
+0.5% +$27.5K 0.82% 22
2023
Q1 		$5.17M Buy
180,617
+631
+0.4% +$20.8K 0.91% 23
2022
Q4 		$5.96M Sell
179,986
-621
-0.3% -$21.4K 1.19% 15
2022
Q3 		$5.45M Sell
180,607
-102
-0.1% -$3.41K 1.18% 15
2022
Q2 		$5.63M Buy
180,709
+476
+0.3% +$17.1K 1.19% 17
2022
Q1 		$7.43M Buy
180,233
+1,733
+1% +$78.2K 1.34% 14
2021
Q4 		$7.94M Buy
178,500
+555
+0.3% +$25.3K 1.4% 14
2021
Q3 		$7.55M Sell
177,945
-1,736
-1% -$69.9K 1.49% 13
2021
Q2 		$7.41M Sell
179,681
-180
-0.1% -$7.38K 1.48% 15
2021
Q1 		$6.96M Sell
179,861
-497
-0.3% -$17.1K 1.58% 12
2020
Q4 		$5.93M Sell
180,358
-4,799
-3% -$129K 1.35% 16
2020
Q3 		$4.5M Sell
185,157
-2,109
-1% -$52.5K 1.24% 13
2020
Q2 		$5.04M Sell
187,266
-8,400
-4% -$198K 1.58% 11
2020
Q1 		$4.27M Sell
195,666
-5,011
-2% -$150K 1.65% 11
2019
Q4 		$6.97M Buy
200,677
+4,072
+2% +$132K 2.33% 8
2019
Q3 		$6.37M Buy
196,605
+2,048
+1% +$58.9K 2.4% 7
2019
Q2 		$5.71M Buy
194,557
+304
+0.2% +$8.77K 2.34% 8
2019
Q1 		$5.36M Buy
194,253
+14,306
+8% +$404K 2.35% 7
2018
Q4 		$4.43M Buy
+179,947
New +$4.88M 2.45% 6

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

Means Investment Company's BAC Position: Q1 2026 in Review

Means Investment Company reduced its Bank of America (BAC) stake by 1.6% in Q1 2026, selling an estimated $97.6K and leaving 116,738 shares worth $5.69M. The position accounts for 0.5% of the portfolio, ranked #27.

Means Investment Company first reported a position in BAC in Q4 2018 and has held it in 30 quarters since. The position peaked at $7.94M in Q4 2021. 3,460 funds tracked by Wall St. Rank hold BAC as of Q1 2026.

  • Means Investment Company held 116,738 shares of Bank of America worth $5.69M as of Q1 2026.
  • Means Investment Company sold 1,891 Bank of America shares in Q1 2026, an estimated $97.6K.
  • Bank of America made up 0.5% of Means Investment Company's portfolio in Q1 2026, its #27 holding.
  • Means Investment Company first reported a position in Bank of America in Q4 2018 and has held it in 30 quarters since.
  • Means Investment Company's Bank of America position peaked at $7.94M in Q4 2021.
  • 3,460 funds tracked by Wall St. Rank held Bank of America as of Q1 2026.

Based on Means Investment Company's 13F filing for Q1 2026, filed 24 Apr 2026.