Morton Brown Family Wealth’s Bank of America BAC Stock Holding History

Morton Brown Family Wealth’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 Q2	$674K	Buy	11,837 +19	+0.2%	+$1.01K	0.15%	33
2026 Q1	$576K	Hold	11,818	–	–	0.15%	34
2025 Q4	$650K	Sell	11,818 -190	-2%	-$10K	0.18%	33
2025 Q3	$619K	Sell	12,008 -478	-4%	-$23.3K	0.18%	32
2025 Q2	$591K	Hold	12,486	–	–	0.18%	32
2025 Q1	$521K	Buy	12,486 +99	+0.8%	+$4.41K	0.18%	31
2024 Q4	$544K	Buy	12,387 +190	+2%	+$8.36K	0.19%	33
2024 Q3	$484K	Hold	12,197	–	–	0.17%	35
2024 Q2	$525K	Buy	12,197 +456	+4%	+$17.5K	0.21%	34
2024 Q1	$445K	Buy	11,741 +223	+2%	+$7.66K	0.18%	36
2023 Q4	$388K	Buy	+11,518	New	+$335K	0.17%	39
2023 Q2	–	Sell	-126	Closed	-$3.6K	–	190
2023 Q1	$3.6K	Buy	+126	New	+$4.16K	﹤0.01%	165
2022 Q3	–	Sell	-181	Closed	-$6K	–	214
2022 Q2	$6K	Buy	+181	New	+$6.52K	﹤0.01%	131
2022 Q1	–	Sell	-220	Closed	-$10K	–	151
2021 Q4	$10K	Buy	+220	New	+$10K	0.01%	119

Other funds holding BAC

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Morton Brown Family Wealth's BAC Position: Q2 2026 in Review

Morton Brown Family Wealth increased its Bank of America (BAC) stake by 0.16% in Q2 2026, buying an estimated $1.01K and bringing the position to 11,837 shares worth $674K. The position accounts for 0.15% of the portfolio, ranked #33.

Morton Brown Family Wealth first reported a position in BAC in Q4 2021 and has held it in 14 quarters since. 3,597 funds tracked by Wall St. Rank hold BAC as of Q2 2026.

Morton Brown Family Wealth held 11,837 shares of Bank of America worth $674K as of Q2 2026.
Morton Brown Family Wealth bought 19 Bank of America shares in Q2 2026, an estimated $1.01K.
Bank of America made up 0.15% of Morton Brown Family Wealth's portfolio in Q2 2026, its #33 holding.
Morton Brown Family Wealth first reported a position in Bank of America in Q4 2021 and has held it in 14 quarters since.
3,597 funds tracked by Wall St. Rank held Bank of America as of Q2 2026.

Based on Morton Brown Family Wealth's 13F filing for Q2 2026, filed 21 Jul 2026.