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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
2021
Q4 		– Sell
-1,000
Closed -$2K – 214
2021
Q3 		$2K Hold
1,000
– – ﹤0.01% 192
2021
Q2 		$2K Buy
+1,000
New +$41K ﹤0.01% 201

Other funds holding BAC

BlackRock
BlackRock New York $6.73T AUM 46.02% 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 $3.37T AUM 44.26% 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. 3,470 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.
  • 3,470 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.