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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
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 $5.72T AUM 30.48% 1-Year Est. Return
Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
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
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

MPWM Advisory Solutions's BAC Position: Q1 2026 in Review

MPWM Advisory Solutions increased its Bank of America (BAC) stake by 0.27% in Q1 2026, buying an estimated $103 and bringing the position to 732 shares worth $35.7K. The position accounts for 0.02% of the portfolio, ranked #221.

MPWM Advisory Solutions first reported a position in BAC in Q4 2024 and has held it in 6 quarters since. The position peaked at $40.2K in Q4 2025. 3,459 funds tracked by Wall St. Rank hold BAC as of Q1 2026.

  • MPWM Advisory Solutions held 732 shares of Bank of America worth $35.7K as of Q1 2026.
  • MPWM Advisory Solutions bought 2 Bank of America shares in Q1 2026, an estimated $103.
  • Bank of America made up 0.02% of MPWM Advisory Solutions's portfolio in Q1 2026, its #221 holding.
  • MPWM Advisory Solutions first reported a position in Bank of America in Q4 2024 and has held it in 6 quarters since.
  • MPWM Advisory Solutions's Bank of America position peaked at $40.2K in Q4 2025.
  • 3,459 funds tracked by Wall St. Rank held Bank of America as of Q1 2026.

Based on MPWM Advisory Solutions's 13F filing for Q1 2026, filed 13 May 2026.