Morgan Stanley’s Bank of America BAC Stock Holding History

Morgan Stanley’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	$5.3B	Sell	108,670,801 -4,120,512	-4%	-$213M	0.32%	51
2025 Q4	$6.2B	Buy	112,791,313 +10,194,214	+10%	+$539M	0.37%	38
2025 Q3	$5.29B	Sell	102,597,099 -1,058,229	-1%	-$51.6M	0.32%	44
2025 Q2	$4.9B	Sell	103,655,328 -3,571,126	-3%	-$150M	0.32%	45
2025 Q1	$4.47B	Sell	107,226,454 -17,979,308	-14%	-$801M	0.32%	47
2024 Q4	$5.5B	Buy	125,205,762 +6,155,330	+5%	+$271M	0.39%	37
2024 Q3	$4.72B	Buy	119,050,432 +9,888,783	+9%	+$396M	0.34%	47
2024 Q2	$4.34B	Buy	109,161,649 +67,642	+0.1%	+$2.59M	0.34%	48
2024 Q1	$4.14B	Sell	109,094,007 -112,692,661	-51%	-$3.87B	0.33%	48
2023 Q4	$7.47B	Buy	221,786,668 +108,632,338	+96%	+$3.16B	0.33%	55
2023 Q3	$3.1B	Buy	113,154,330 +855,114	+0.8%	+$25.3M	0.32%	55
2023 Q2	$3.22B	Buy	112,299,216 +9,042,897	+9%	+$258M	0.32%	54
2023 Q1	$2.95B	Buy	103,256,319 +1,826,382	+2%	+$60.3M	0.32%	59
2022 Q4	$3.36B	Buy	101,429,937 +9,260,540	+10%	+$319M	0.38%	45
2022 Q3	$2.78B	Buy	92,169,397 +3,056,003	+3%	+$102M	0.38%	45
2022 Q2	$2.77B	Buy	89,113,394 +27,285,901	+44%	+$982M	0.36%	53
2022 Q1	$2.55B	Sell	61,827,493 -18,332,268	-23%	-$827M	0.34%	55
2021 Q4	$3.57B	Buy	80,159,761 +22,196,702	+38%	+$1.01B	0.44%	41
2021 Q3	$2.46B	Sell	57,963,059 -461,295	-0.8%	-$18.6M	0.33%	61
2021 Q2	$2.41B	Sell	58,424,354 -4,376,254	-7%	-$179M	0.32%	62
2021 Q1	$2.43B	Buy	62,800,608 +3,240,323	+5%	+$112M	0.36%	55
2020 Q4	$1.81B	Sell	59,560,285 -3,592,681	-6%	-$96.3M	0.28%	81
2020 Q3	$1.52B	Buy	63,152,966 +11,775,520	+23%	+$293M	0.29%	80
2020 Q2	$1.22B	Sell	51,377,446 -13,505,057	-21%	-$319M	0.27%	89
2020 Q1	$1.38B	Buy	64,882,503 +5,920,111	+10%	+$177M	0.37%	63
2019 Q4	$2.08B	Buy	58,962,392 +5,821,960	+11%	+$188M	0.48%	26
2019 Q3	$1.55B	Buy	53,140,432 +1,569,677	+3%	+$45.1M	0.41%	42
2019 Q2	$1.5B	Sell	51,570,755 -733,632	-1%	-$21.2M	0.4%	43
2019 Q1	$1.44B	Sell	52,304,387 -6,666,177	-11%	-$188M	0.41%	42
2018 Q4	$1.45B	Sell	58,970,564 -1,062,202	-2%	-$28.8M	0.43%	40
2018 Q3	$1.77B	Buy	60,032,766 +387,454	+0.6%	+$11.8M	0.44%	31
2018 Q2	$1.68B	Buy	59,645,312 +3,234,299	+6%	+$96.5M	0.45%	35
2018 Q1	$1.69B	Sell	56,411,013 -3,680,468	-6%	-$116M	0.47%	29
2017 Q4	$1.77B	Buy	60,091,481 +718,514	+1%	+$19.8M	0.49%	27
2017 Q3	$1.5B	Buy	59,372,967 +3,592,650	+6%	+$87.2M	0.45%	32
2017 Q2	$1.35B	Sell	55,780,317 -6,156,270	-10%	-$144M	0.41%	40
2017 Q1	$1.46B	Buy	61,936,587 +8,670,810	+16%	+$206M	0.45%	28
2016 Q4	$1.18B	Sell	53,265,777 -1,797,756	-3%	-$34.6M	0.39%	38
2016 Q3	$862M	Sell	55,063,533 -1,989,900	-3%	-$29.6M	0.29%	63
2016 Q2	$757M	Sell	57,053,433 -3,057,848	-5%	-$43M	0.27%	74
2016 Q1	$813M	Buy	60,111,281 +7,263,608	+14%	+$98M	0.31%	55
2015 Q4	$889M	Sell	52,847,673 -3,928,104	-7%	-$66.4M	0.32%	56
2015 Q3	$885M	Buy	56,775,777 +10,672,412	+23%	+$180M	0.33%	50
2015 Q2	$785M	Sell	46,103,365 -3,508,497	-7%	-$57.8M	0.27%	68
2015 Q1	$764M	Sell	49,611,862 -5,497,027	-10%	-$88.3M	0.28%	64
2014 Q4	$986M	Buy	55,108,889 +12,723,758	+30%	+$218M	0.36%	39
2014 Q3	$723M	Sell	42,385,131 -3,483,893	-8%	-$55.5M	0.28%	66
2014 Q2	$705M	Sell	45,869,024 -174,672	-0.4%	-$2.71M	0.28%	65
2014 Q1	$792M	Sell	46,043,696 -238,295	-0.5%	-$4.01M	0.33%	49
2013 Q4	$721M	Buy	46,281,991 +2,193,382	+5%	+$32.5M	0.31%	53
2013 Q3	$608M	Buy	44,088,609 +7,920,160	+22%	+$113M	0.29%	66
2013 Q2	$465M	Buy	+36,168,449	New	+$461M	0.23%	93

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

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Morgan Stanley's BAC Position: Q1 2026 in Review

Morgan Stanley reduced its Bank of America (BAC) stake by 3.7% in Q1 2026, selling an estimated $213M and leaving 108,670,801 shares worth $5.3B. The position accounts for 0.32% of the portfolio, ranked #51.

Morgan Stanley first reported a position in BAC in Q2 2013 and has held it in 52 quarters since. The position peaked at $7.47B in Q4 2023. 3,460 funds tracked by Wall St. Rank hold BAC as of Q1 2026.

Morgan Stanley held 108,670,801 shares of Bank of America worth $5.3B as of Q1 2026.
Morgan Stanley sold 4,120,512 Bank of America shares in Q1 2026, an estimated $213M.
Bank of America made up 0.32% of Morgan Stanley's portfolio in Q1 2026, its #51 holding.
Morgan Stanley first reported a position in Bank of America in Q2 2013 and has held it in 52 quarters since.
Morgan Stanley's Bank of America position peaked at $7.47B in Q4 2023.
3,460 funds tracked by Wall St. Rank held Bank of America as of Q1 2026.

Based on Morgan Stanley's 13F filing for Q1 2026, filed 15 May 2026.