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

Meridian Wealth Management’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 		$2.32M Sell
47,539
-17,222
-27% -$889K 0.08% 213
2025
Q4 		$3.56M Buy
64,761
+6,453
+11% +$341K 0.13% 152
2025
Q3 		$3.01M Buy
58,308
+20,591
+55% +$1M 0.12% 160
2025
Q2 		$1.78M Buy
37,717
+2,756
+8% +$116K 0.08% 219
2025
Q1 		$1.46M Buy
34,961
+3,185
+10% +$142K 0.07% 218
2024
Q4 		$1.4M Buy
31,776
+2,444
+8% +$108K 0.07% 230
2024
Q3 		$1.16M Buy
+29,332
New +$1.18M 0.06% 258
2024
Q2 		– Sell
-31,384
Closed -$1.19M – 313
2024
Q1 		$1.19M Sell
31,384
-1,716
-5% -$58.9K 0.2% 85
2023
Q4 		$1.11M Sell
33,100
-41,054
-55% -$1.2M 0.07% 240
2023
Q3 		$2.03M Buy
74,154
+32,847
+80% +$972K 0.12% 151
2023
Q2 		$1.19M Buy
41,307
+211
+0.5% +$6.02K 0.1% 171
2023
Q1 		$1.18M Buy
41,096
+699
+2% +$23.1K 0.1% 181
2022
Q4 		$1.34M Sell
40,397
-2,035
-5% -$70.1K 0.13% 154
2022
Q3 		$1.28M Sell
42,432
-22,101
-34% -$739K 0.14% 153
2022
Q2 		$2.01M Buy
64,533
+12,767
+25% +$460K 0.16% 147
2022
Q1 		$2.13M Buy
51,766
+15,325
+42% +$691K 0.23% 91
2021
Q4 		$1.62M Buy
36,441
+298
+0.8% +$13.6K 0.17% 112
2021
Q3 		$1.53M Buy
36,143
+1,886
+6% +$76K 0.19% 105
2021
Q2 		$1.41M Sell
34,257
-4,948
-13% -$203K 0.18% 111
2021
Q1 		$1.52M Sell
39,205
-3,885
-9% -$134K 0.22% 90
2020
Q4 		$1.31M Sell
43,090
-1,315
-3% -$35.2K 0.21% 94
2020
Q3 		$1.07M Sell
44,405
-23,984
-35% -$597K 0.26% 77
2020
Q2 		$1.62M Sell
68,389
-53,744
-44% -$1.27M 0.54% 38
2020
Q1 		$2.59M Sell
122,133
-44,386
-27% -$1.33M 1.15% 16
2019
Q4 		$5.86M Buy
166,519
+1,106
+0.7% +$35.7K 2.82% 8
2019
Q3 		$4.83M Sell
165,413
-1,931
-1% -$55.5K 2.27% 11
2019
Q2 		$48.5K Sell
167,344
-640
-0.4% -$18.5K 1.96% 12
2019
Q1 		$4.63M Buy
167,984
+5,003
+3% +$141K 2.11% 13
2018
Q4 		$4.02M Sell
162,981
-28,339
-15% -$769K 2.37% 11
2018
Q3 		$5.64M Sell
191,320
-4,079
-2% -$124K 2.42% 11
2018
Q2 		$5.51M Sell
195,399
-5,222
-3% -$156K 2.59% 10
2018
Q1 		$6.02M Buy
200,621
+52,049
+35% +$1.63M 3% 8
2017
Q4 		$3.78M Buy
148,572
+214
+0.1% +$5.9K 2.33% 11
2017
Q3 		$3.76M Buy
148,358
+10,706
+8% +$260K 2.38% 11
2017
Q2 		$3.34M Buy
137,652
+19,701
+17% +$459K 2.12% 13
2017
Q1 		$2.78M Buy
117,951
+96,320
+445% +$2.29M 1.67% 17
2016
Q4 		$479K Buy
+21,631
New +$417K 0.38% 64

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

Meridian Wealth Management's BAC Position: Q1 2026 in Review

Meridian Wealth Management reduced its Bank of America (BAC) stake by 27% in Q1 2026, selling an estimated $889K and leaving 47,539 shares worth $2.32M. The position accounts for 0.08% of the portfolio, ranked #213.

Meridian Wealth Management first reported a position in BAC in Q4 2016 and has held it in 37 quarters since. The position peaked at $6.02M in Q1 2018. 3,459 funds tracked by Wall St. Rank hold BAC as of Q1 2026.

  • Meridian Wealth Management held 47,539 shares of Bank of America worth $2.32M as of Q1 2026.
  • Meridian Wealth Management sold 17,222 Bank of America shares in Q1 2026, an estimated $889K.
  • Bank of America made up 0.08% of Meridian Wealth Management's portfolio in Q1 2026, its #213 holding.
  • Meridian Wealth Management first reported a position in Bank of America in Q4 2016 and has held it in 37 quarters since.
  • Meridian Wealth Management's Bank of America position peaked at $6.02M in Q1 2018.
  • 3,459 funds tracked by Wall St. Rank held Bank of America as of Q1 2026.

Based on Meridian Wealth Management's 13F filing for Q1 2026, filed 6 May 2026.