Means Investment Company’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
Q2 | $6.59M | Sell |
115,647
-1,091
| -0.9% | -$58K | 0.5% | 31 |
|
|
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
Means Investment Company's BAC Position: Q2 2026 in Review
Means Investment Company reduced its Bank of America (BAC) stake by 0.93% in Q2 2026, selling an estimated $58K and leaving 115,647 shares worth $6.59M. The position accounts for 0.5% of the portfolio, ranked #31.
Means Investment Company first reported a position in BAC in Q4 2018 and has held it in 31 quarters since. The position peaked at $7.94M in Q4 2021. 3,615 funds tracked by Wall St. Rank hold BAC as of Q2 2026.
- Means Investment Company held 115,647 shares of Bank of America worth $6.59M as of Q2 2026.
- Means Investment Company sold 1,091 Bank of America shares in Q2 2026, an estimated $58K.
- Bank of America made up 0.5% of Means Investment Company's portfolio in Q2 2026, its #31 holding.
- Means Investment Company first reported a position in Bank of America in Q4 2018 and has held it in 31 quarters since.
- Means Investment Company's Bank of America position peaked at $7.94M in Q4 2021.
- 3,615 funds tracked by Wall St. Rank held Bank of America as of Q2 2026.
Based on Means Investment Company's 13F filing for Q2 2026, filed 14 Aug 2026.