Morse Asset Management’s Bank of America BAC Stock Holding History

Morse Asset 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
2026 Q1	$1.27M	Sell	26,133 -296	-1%	-$15.3K	0.26%	79
2025 Q4	$1.45M	Buy	26,429 +5,500	+26%	+$291K	0.29%	75
2025 Q3	$1.08M	Buy	20,929 +20,370	+3,644%	+$994K	0.22%	91
2025 Q2	$26.5K	Buy	559 +205	+58%	+$8.63K	0.01%	225
2025 Q1	$14.8K	Buy	354 +154	+77%	+$6.86K	﹤0.01%	231
2024 Q4	$8.79K	Sell	200 -7,500	-97%	-$330K	﹤0.01%	254
2024 Q3	$306K	Buy	+7,700	New	+$309K	0.07%	155
2023 Q1	–	Sell	-6,150	Closed	-$204K	–	137
2022 Q4	$204K	Sell	6,150 -750	-11%	-$25.8K	0.07%	128
2022 Q3	$208K	Buy	+6,900	New	+$231K	0.08%	128

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

Morse Asset Management's BAC Position: Q1 2026 in Review

Morse Asset Management reduced its Bank of America (BAC) stake by 1.1% in Q1 2026, selling an estimated $15.3K and leaving 26,133 shares worth $1.27M. The position accounts for 0.26% of the portfolio, ranked #79.

Morse Asset Management first reported a position in BAC in Q3 2022 and has held it in 9 quarters since. The position peaked at $1.45M in Q4 2025. 3,459 funds tracked by Wall St. Rank hold BAC as of Q1 2026.

Morse Asset Management held 26,133 shares of Bank of America worth $1.27M as of Q1 2026.
Morse Asset Management sold 296 Bank of America shares in Q1 2026, an estimated $15.3K.
Bank of America made up 0.26% of Morse Asset Management's portfolio in Q1 2026, its #79 holding.
Morse Asset Management first reported a position in Bank of America in Q3 2022 and has held it in 9 quarters since.
Morse Asset Management's Bank of America position peaked at $1.45M in Q4 2025.
3,459 funds tracked by Wall St. Rank held Bank of America as of Q1 2026.

Based on Morse Asset Management's 13F filing for Q1 2026, filed 14 May 2026.