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MJP Associates’s Bank of America BAC Stock Holding History

MJP Associates’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 		$1.35M Sell
27,606
-849
-3% -$43.8K 0.16% 59
2025
Q4 		$1.57M Buy
28,455
+1,280
+5% +$67.7K 0.2% 54
2025
Q3 		$1.4M Buy
27,175
+3,484
+15% +$170K 0.18% 52
2025
Q2 		$1.12M Sell
23,691
-630
-3% -$26.5K 0.17% 58
2025
Q1 		$1.01M Sell
24,321
-1,468
-6% -$65.4K 0.18% 57
2024
Q4 		$1.13M Buy
25,789
+518
+2% +$22.8K 0.2% 53
2024
Q3 		$1M Buy
25,271
+3,014
+14% +$121K 0.19% 64
2024
Q2 		$885K Sell
22,257
-688
-3% -$26.4K 0.18% 65
2024
Q1 		$870K Buy
22,945
+2,642
+13% +$90.7K 0.19% 63
2023
Q4 		$684K Buy
+20,303
New +$591K 0.18% 59
2023
Q3 		– Sell
-14,773
Closed -$424K – 171
2023
Q2 		$424K Sell
14,773
-1,108
-7% -$31.6K 0.14% 78
2023
Q1 		$454K Buy
15,881
+99
+0.6% +$3.27K 0.14% 73
2022
Q4 		$523K Buy
15,782
+2,246
+17% +$77.4K 0.15% 75
2022
Q3 		$409K Buy
13,536
+920
+7% +$30.8K 0.12% 75
2022
Q2 		$393K Buy
12,616
+2,055
+19% +$74K 0.11% 81
2022
Q1 		$439K Buy
10,561
+1,841
+21% +$83.1K 0.11% 84
2021
Q4 		$403K Buy
8,720
+58
+0.7% +$2.64K 0.12% 92
2021
Q3 		$368K Buy
8,662
+87
+1% +$3.5K 0.12% 88
2021
Q2 		$354K Buy
8,575
+832
+11% +$34.1K 0.12% 90
2021
Q1 		$300K Buy
7,743
+779
+11% +$26.9K 0.12% 92
2020
Q4 		$211K Buy
+6,964
New +$187K 0.09% 115

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

MJP Associates's BAC Position: Q1 2026 in Review

MJP Associates reduced its Bank of America (BAC) stake by 3% in Q1 2026, selling an estimated $43.8K and leaving 27,606 shares worth $1.35M. The position accounts for 0.16% of the portfolio, ranked #59.

MJP Associates first reported a position in BAC in Q4 2020 and has held it in 21 quarters since. The position peaked at $1.57M in Q4 2025. 3,459 funds tracked by Wall St. Rank hold BAC as of Q1 2026.

  • MJP Associates held 27,606 shares of Bank of America worth $1.35M as of Q1 2026.
  • MJP Associates sold 849 Bank of America shares in Q1 2026, an estimated $43.8K.
  • Bank of America made up 0.16% of MJP Associates's portfolio in Q1 2026, its #59 holding.
  • MJP Associates first reported a position in Bank of America in Q4 2020 and has held it in 21 quarters since.
  • MJP Associates's Bank of America position peaked at $1.57M in Q4 2025.
  • 3,459 funds tracked by Wall St. Rank held Bank of America as of Q1 2026.

Based on MJP Associates's 13F filing for Q1 2026, filed 5 May 2026.