MilWealth Group’s Bank of America BAC Stock Holding History

MilWealth Group’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	$13.2K	Hold	270	–	–	﹤0.01%	60
2025 Q4	$14.8K	Hold	270	–	–	﹤0.01%	60
2025 Q3	$13.9K	Hold	270	–	–	﹤0.01%	58
2025 Q2	$12.8K	Hold	270	–	–	﹤0.01%	58
2025 Q1	$11.3K	Hold	270	–	–	﹤0.01%	58
2024 Q4	$11.9K	Hold	270	–	–	﹤0.01%	80
2024 Q3	$10.7K	Hold	270	–	–	﹤0.01%	58
2024 Q2	$10.7K	Hold	270	–	–	﹤0.01%	56
2024 Q1	$10.2K	Hold	270	–	–	﹤0.01%	57
2023 Q4	$9.09K	Hold	270	–	–	﹤0.01%	58
2023 Q3	$7.39K	Sell	270 -589	-69%	-$17.4K	﹤0.01%	59
2023 Q2	$24.6K	Hold	859	–	–	0.01%	44
2023 Q1	$24.6K	Hold	859	–	–	0.01%	45
2022 Q4	$28.5K	Hold	859	–	–	0.01%	41
2022 Q3	$25.9K	Hold	859	–	–	0.01%	40
2022 Q2	$26.7K	Hold	859	–	–	0.01%	46
2022 Q1	$35.4K	Hold	859	–	–	0.01%	45
2021 Q4	$38.2K	Hold	859	–	–	0.01%	44
2021 Q3	$36.5K	Hold	859	–	–	0.01%	44
2021 Q2	$35.4K	Hold	859	–	–	0.02%	41
2021 Q1	$33.2K	Buy	+859	New	+$29.6K	0.02%	40

Other funds holding BAC

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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 Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

MilWealth Group's BAC Position: Q1 2026 in Review

MilWealth Group held its Bank of America (BAC) position steady in Q1 2026 at 270 shares worth $13.2K. The position accounts for ﹤0.01% of the portfolio, ranked #60.

MilWealth Group first reported a position in BAC in Q1 2021 and has held it in 21 quarters since. The position peaked at $38.2K in Q4 2021. 3,459 funds tracked by Wall St. Rank hold BAC as of Q1 2026.

MilWealth Group held 270 shares of Bank of America worth $13.2K as of Q1 2026.
MilWealth Group left its Bank of America share count unchanged in Q1 2026.
Bank of America made up ﹤0.01% of MilWealth Group's portfolio in Q1 2026, its #60 holding.
MilWealth Group first reported a position in Bank of America in Q1 2021 and has held it in 21 quarters since.
MilWealth Group's Bank of America position peaked at $38.2K in Q4 2021.
3,459 funds tracked by Wall St. Rank held Bank of America as of Q1 2026.

Based on MilWealth Group's 13F filing for Q1 2026, filed 1 May 2026.