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Meridian Wealth Advisors’s Bank of America BAC Stock Holding History

Meridian Wealth Advisors’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 		$577K Buy
10,128
+2,281
+29% +$121K 0.07% 141
2026
Q1 		$383K Buy
7,847
+245
+3% +$12.6K 0.05% 150
2025
Q4 		$418K Sell
7,602
-73
-1% -$3.86K 0.06% 138
2025
Q3 		$396K Buy
7,675
+167
+2% +$8.15K 0.06% 137
2025
Q2 		$355K Buy
7,508
+12
+0.2% +$505 0.06% 140
2025
Q1 		$313K Sell
7,496
-95
-1% -$4.23K 0.05% 141
2024
Q4 		$334K Sell
7,591
-70,116
-90% -$3.08M 0.06% 140
2024
Q3 		$3.08M Buy
77,707
+2,222
+3% +$89.1K 0.52% 47
2024
Q2 		$3M Hold
75,485
– – 0.54% 44
2024
Q1 		$2.86M Hold
75,485
– – 0.54% 45
2023
Q4 		$2.54M Sell
75,485
-76
-0.1% -$2.21K 0.56% 46
2023
Q3 		$2.07M Buy
75,561
+2,159
+3% +$63.9K 0.52% 49
2023
Q2 		$2.11M Sell
73,402
-888
-1% -$25.3K 0.51% 52
2023
Q1 		$2.12M Sell
74,290
-269
-0.4% -$8.88K 0.53% 49
2022
Q4 		$2.47M Sell
74,559
-374
-0.5% -$12.9K 0.64% 42
2022
Q3 		$2.26M Buy
74,933
+144
+0.2% +$4.81K 0.64% 38
2022
Q2 		$2.33M Sell
74,789
-893
-1% -$32.2K 0.62% 42
2022
Q1 		$3.12M Buy
75,682
+1,412
+2% +$63.7K 0.72% 33
2021
Q4 		$3.3M Sell
74,270
-75
-0.1% -$3.42K 0.8% 28
2021
Q3 		$3.16M Buy
74,345
+668
+0.9% +$26.9K 0.88% 22
2021
Q2 		$3.04M Buy
73,677
+2,982
+4% +$122K 0.86% 22
2021
Q1 		$2.73M Sell
70,695
-65
-0.1% -$2.24K 0.91% 23
2020
Q4 		$2.15M Hold
70,760
– – 0.78% 26
2020
Q3 		$1.71M Sell
70,760
-4,586
-6% -$114K 0.73% 31
2020
Q2 		$1.79M Sell
75,346
-520
-0.7% -$12.3K 0.83% 25
2020
Q1 		$1.61M Buy
+75,866
New +$2.27M 0.89% 24
2019
Q3 		– Sell
-7,134
Closed -$218K – 154
2019
Q2 		$218K Buy
+7,134
New +$206K 0.15% 116
2019
Q1 		– Sell
-7,158
Closed -$176K – 153
2018
Q4 		$176K Buy
+7,158
New +$194K 0.14% 129

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

Meridian Wealth Advisors's BAC Position: Q2 2026 in Review

Meridian Wealth Advisors increased its Bank of America (BAC) stake by 29% in Q2 2026, buying an estimated $121K and bringing the position to 10,128 shares worth $577K. The position accounts for 0.07% of the portfolio, ranked #141.

Meridian Wealth Advisors first reported a position in BAC in Q4 2018 and has held it in 28 quarters since. The position peaked at $3.3M in Q4 2021. 3,597 funds tracked by Wall St. Rank hold BAC as of Q2 2026.

  • Meridian Wealth Advisors held 10,128 shares of Bank of America worth $577K as of Q2 2026.
  • Meridian Wealth Advisors bought 2,281 Bank of America shares in Q2 2026, an estimated $121K.
  • Bank of America made up 0.07% of Meridian Wealth Advisors's portfolio in Q2 2026, its #141 holding.
  • Meridian Wealth Advisors first reported a position in Bank of America in Q4 2018 and has held it in 28 quarters since.
  • Meridian Wealth Advisors's Bank of America position peaked at $3.3M in Q4 2021.
  • 3,597 funds tracked by Wall St. Rank held Bank of America as of Q2 2026.

Based on Meridian Wealth Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.