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Moseley Investment Management’s Bank of America BAC Stock Holding History

Moseley Investment 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 		$306K Buy
6,284
+156
+3% +$8.05K 0.1% 117
2025
Q4 		$337K Buy
6,128
+4
+0.1% +$211 0.1% 116
2025
Q3 		$316K Buy
6,124
+3
+0% +$146 0.1% 126
2025
Q2 		$290K Buy
6,121
+6
+0.1% +$252 0.1% 125
2025
Q1 		$255K Buy
6,115
+6
+0.1% +$267 0.1% 127
2024
Q4 		$269K Buy
6,109
+57
+0.9% +$2.51K 0.1% 124
2024
Q3 		$240K Buy
6,052
+84
+1% +$3.37K 0.1% 135
2024
Q2 		$237K Buy
5,968
+12
+0.2% +$460 0.11% 127
2024
Q1 		$226K Sell
5,956
-1,163
-16% -$39.9K 0.11% 130
2023
Q4 		$240K Sell
7,119
-691
-9% -$20.1K 0.13% 128
2023
Q3 		$214K Sell
7,810
-1,277
-14% -$37.8K 0.13% 135
2023
Q2 		$261K Sell
9,087
-1,359
-13% -$38.8K 0.15% 121
2023
Q1 		$299K Buy
10,446
+7
+0.1% +$231 0.19% 104
2022
Q4 		$346K Buy
10,439
+570
+6% +$19.6K 0.25% 93
2022
Q3 		$298K Buy
9,869
+500
+5% +$16.7K 0.22% 105
2022
Q2 		$292K Buy
9,369
+342
+4% +$12.3K 0.2% 113
2022
Q1 		$372K Sell
9,027
-1,865
-17% -$84.1K 0.2% 115
2021
Q4 		$485K Buy
10,892
+1,169
+12% +$53.3K 0.22% 108
2021
Q3 		$419K Hold
9,723
– – 0.21% 111
2021
Q2 		$401K Buy
9,723
+2,500
+35% +$102K 0.2% 112
2021
Q1 		$279K Hold
7,223
– – 0.15% 131
2020
Q4 		$219K Buy
+7,223
New +$194K 0.13% 143
2020
Q3 		– Sell
-10,183
Closed -$242K – 136
2020
Q2 		$242K Buy
10,183
+488
+5% +$11.5K 0.2% 113
2020
Q1 		$206K Buy
9,695
+240
+3% +$7.2K 0.24% 111
2019
Q4 		$333K Sell
9,455
-1,239
-12% -$40K 0.33% 88
2019
Q3 		$312K Sell
10,694
-1,558
-13% -$44.8K 0.33% 87
2019
Q2 		$355K Sell
12,252
-471
-4% -$13.6K 0.33% 87
2019
Q1 		$351K Buy
+12,723
New +$360K 0.37% 81

Other funds holding BAC

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Moseley Investment Management's BAC Position: Q1 2026 in Review

Moseley Investment Management increased its Bank of America (BAC) stake by 2.5% in Q1 2026, buying an estimated $8.05K and bringing the position to 6,284 shares worth $306K. The position accounts for 0.1% of the portfolio, ranked #117.

Moseley Investment Management first reported a position in BAC in Q1 2019 and has held it in 28 quarters since. The position peaked at $485K in Q4 2021. 3,478 funds tracked by Wall St. Rank hold BAC as of Q1 2026.

  • Moseley Investment Management held 6,284 shares of Bank of America worth $306K as of Q1 2026.
  • Moseley Investment Management bought 156 Bank of America shares in Q1 2026, an estimated $8.05K.
  • Bank of America made up 0.1% of Moseley Investment Management's portfolio in Q1 2026, its #117 holding.
  • Moseley Investment Management first reported a position in Bank of America in Q1 2019 and has held it in 28 quarters since.
  • Moseley Investment Management's Bank of America position peaked at $485K in Q4 2021.
  • 3,478 funds tracked by Wall St. Rank held Bank of America as of Q1 2026.

Based on Moseley Investment Management's 13F filing for Q1 2026, filed 21 Apr 2026.