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

Meridian Wealth Partners’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 		$307K Sell
6,299
-346
-5% -$17.9K 0.04% 87
2025
Q4 		$365K Buy
6,645
+334
+5% +$17.7K 0.05% 75
2025
Q3 		$326K Sell
6,311
-1,514
-19% -$73.9K 0.04% 85
2025
Q2 		$370K Sell
7,825
-90
-1% -$3.79K 0.05% 83
2025
Q1 		$330K Sell
7,915
-535
-6% -$23.8K 0.05% 78
2024
Q4 		$371K Buy
8,450
+115
+1% +$5.06K 0.06% 76
2024
Q3 		$331K Buy
8,335
+32
+0.4% +$1.28K 0.05% 80
2024
Q2 		$330K Buy
8,303
+595
+8% +$22.8K 0.06% 79
2024
Q1 		$292K Buy
7,708
+509
+7% +$17.5K 0.05% 83
2023
Q4 		$242K Buy
+7,199
New +$210K 0.05% 89
2023
Q1 		– Sell
-6,356
Closed -$211K – 95
2022
Q4 		$211K Buy
+6,356
New +$219K 0.05% 85
2021
Q2 		– Sell
-3,944
Closed -$153K – 196
2021
Q1 		$153K Buy
3,944
+1,667
+73% +$57.5K 0.05% 82
2020
Q4 		$69K Sell
2,277
-42
-2% -$1.13K 0.03% 118
2020
Q3 		$56K Buy
2,319
+174
+8% +$4.33K 0.03% 123
2020
Q2 		$51K Sell
2,145
-74
-3% -$1.75K 0.03% 127
2020
Q1 		$47K Buy
2,219
+491
+28% +$14.7K 0.03% 125
2019
Q4 		$61K Buy
+1,728
New +$55.8K 0.04% 119

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 Partners's BAC Position: Q1 2026 in Review

Meridian Wealth Partners reduced its Bank of America (BAC) stake by 5.2% in Q1 2026, selling an estimated $17.9K and leaving 6,299 shares worth $307K. The position accounts for 0.04% of the portfolio, ranked #87.

Meridian Wealth Partners first reported a position in BAC in Q4 2019 and has held it in 17 quarters since. The position peaked at $371K in Q4 2024. 3,459 funds tracked by Wall St. Rank hold BAC as of Q1 2026.

  • Meridian Wealth Partners held 6,299 shares of Bank of America worth $307K as of Q1 2026.
  • Meridian Wealth Partners sold 346 Bank of America shares in Q1 2026, an estimated $17.9K.
  • Bank of America made up 0.04% of Meridian Wealth Partners's portfolio in Q1 2026, its #87 holding.
  • Meridian Wealth Partners first reported a position in Bank of America in Q4 2019 and has held it in 17 quarters since.
  • Meridian Wealth Partners's Bank of America position peaked at $371K in Q4 2024.
  • 3,459 funds tracked by Wall St. Rank held Bank of America as of Q1 2026.

Based on Meridian Wealth Partners's 13F filing for Q1 2026, filed 14 May 2026.