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MPWM Advisory Solutions’s Bank of America BAC Stock Holding History

MPWM Advisory Solutions’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 		$41.8K Buy
733
+1
+0.1% +$53 0.02% 222
2026
Q1 		$35.7K Buy
732
+2
+0.3% +$103 0.02% 221
2025
Q4 		$40.2K Buy
730
+276
+61% +$14.6K 0.02% 195
2025
Q3 		$23.4K Buy
454
+108
+31% +$5.27K 0.01% 223
2025
Q2 		$16.4K Sell
346
-143
-29% -$6.02K 0.01% 256
2025
Q1 		$20.4K Buy
489
+2
+0.4% +$89 0.01% 233
2024
Q4 		$21.4K Buy
+487
New +$21.4K 0.02% 236

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 $3.38T AUM 44.17% 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
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

MPWM Advisory Solutions's BAC Position: Q2 2026 in Review

MPWM Advisory Solutions increased its Bank of America (BAC) stake by 0.14% in Q2 2026, buying an estimated $53 and bringing the position to 733 shares worth $41.8K. The position accounts for 0.02% of the portfolio, ranked #222.

MPWM Advisory Solutions first reported a position in BAC in Q4 2024 and has held it in 7 quarters since. 3,621 funds tracked by Wall St. Rank hold BAC as of Q2 2026.

  • MPWM Advisory Solutions held 733 shares of Bank of America worth $41.8K as of Q2 2026.
  • MPWM Advisory Solutions bought 1 Bank of America share in Q2 2026, an estimated $53.
  • Bank of America made up 0.02% of MPWM Advisory Solutions's portfolio in Q2 2026, its #222 holding.
  • MPWM Advisory Solutions first reported a position in Bank of America in Q4 2024 and has held it in 7 quarters since.
  • 3,621 funds tracked by Wall St. Rank held Bank of America as of Q2 2026.

Based on MPWM Advisory Solutions's 13F filing for Q2 2026, filed 13 Aug 2026.