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

Merriman 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
2024
Q4 		$264K Buy
+6,003
New +$264K 0.01% 180
2022
Q1 		– Sell
-4,914
Closed -$219K – 199
2021
Q4 		$219K Sell
4,914
-447
-8% -$20.4K 0.02% 199
2021
Q3 		$228K Buy
5,361
+54
+1% +$2.17K 0.02% 189
2021
Q2 		$219K Hold
5,307
– – 0.02% 206
2021
Q1 		$205K Buy
+5,307
New +$183K 0.02% 177
2019
Q4 		– Sell
-15,012
Closed -$438K – 184
2019
Q3 		$438K Buy
15,012
+30
+0.2% +$863 0.09% 123
2019
Q2 		$441K Hold
14,982
– – 0.08% 130
2019
Q1 		$413K Buy
14,982
+2,785
+23% +$78.7K 0.08% 146
2018
Q4 		$312K Buy
12,197
+175
+1% +$4.75K 0.07% 119
2018
Q3 		$354K Hold
12,022
– – 0.08% 129
2018
Q2 		$339K Sell
12,022
-12,180
-50% -$363K 0.08% 129
2018
Q1 		$726K Buy
24,202
+1,875
+8% +$58.9K 0.19% 96
2017
Q4 		$659K Buy
22,327
+668
+3% +$18.4K 0.16% 100
2017
Q3 		$549K Buy
21,659
+1,062
+5% +$25.8K 0.13% 103
2017
Q2 		$500K Buy
20,597
+1,080
+6% +$25.2K 0.14% 76
2017
Q1 		$460K Buy
19,517
+6,725
+53% +$160K 0.11% 98
2016
Q4 		$283K Sell
12,792
-64
-0.5% -$1.23K 0.08% 109
2016
Q3 		$201K Buy
12,856
+225
+2% +$3.35K 0.04% 127
2016
Q2 		$168K Buy
+12,631
New +$177K 0.05% 99

Other funds holding BAC

Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
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
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM

Merriman Wealth Management's BAC Position: Q4 2024 in Review

Merriman Wealth Management opened a new position in Bank of America (BAC) in Q4 2024: 6,003 shares worth $264K. The stake represents 0.01% of the portfolio and ranks #180 among its holdings. This is a return to the name: Merriman Wealth Management previously reported a position in BAC as recently as Q4 2021.

Merriman Wealth Management first reported a position in BAC in Q2 2016 and has held it in 19 quarters since. The position peaked at $726K in Q1 2018. 3,274 funds tracked by Wall St. Rank hold BAC as of Q4 2024.

  • Merriman Wealth Management held 6,003 shares of Bank of America worth $264K as of Q4 2024.
  • Bank of America was a new Merriman Wealth Management position in Q4 2024.
  • Bank of America made up 0.01% of Merriman Wealth Management's portfolio in Q4 2024, its #180 holding.
  • Merriman Wealth Management first reported a position in Bank of America in Q2 2016 and has held it in 19 quarters since.
  • Merriman Wealth Management's Bank of America position peaked at $726K in Q1 2018.
  • 3,274 funds tracked by Wall St. Rank held Bank of America as of Q4 2024.

Based on Merriman Wealth Management's 13F filing for Q4 2024, filed 13 Feb 2025.