MIM
BAC icon

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

MTM 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
Q2 		$2.82M Buy
49,538
+1
+0% +$53 0.81% 30
2026
Q1 		$2.41M Buy
49,537
+1
+0% +$52 0.77% 31
2025
Q4 		$2.72M Sell
49,536
-999
-2% -$52.8K 0.87% 25
2025
Q3 		$2.61M Buy
50,535
+569
+1% +$27.8K 0.83% 27
2025
Q2 		$2.36M Hold
49,966
– – 0.79% 28
2025
Q1 		$2.07M Sell
49,966
-1,510
-3% -$67.3K 0.8% 29
2024
Q4 		$2.26M Hold
51,476
– – 0.87% 28
2024
Q3 		$2.06M Hold
51,476
– – 0.8% 32
2024
Q2 		$2.05M Buy
51,476
+1
+0% +$38 0.84% 31
2024
Q1 		$1.95M Buy
51,475
+144
+0.3% +$4.94K 0.81% 32
2023
Q4 		$1.73M Buy
51,331
+1
+0% +$29 0.79% 34
2023
Q3 		$1.41M Sell
51,330
-285
-0.6% -$8.43K 0.71% 42
2023
Q2 		$1.48M Sell
51,615
-249
-0.5% -$7.11K 0.72% 37
2023
Q1 		$1.48M Buy
51,864
+11
+0% +$363 0.76% 33
2022
Q4 		$1.72M Buy
51,853
+1
+0% +$34 0.89% 29
2022
Q3 		$1.57M Sell
51,852
-572
-1% -$19.1K 0.89% 28
2022
Q2 		$1.65M Buy
52,424
+129
+0.2% +$4.64K 0.89% 29
2022
Q1 		$2.16M Hold
52,295
– – 1.04% 26
2021
Q4 		$2.33M Hold
52,295
– – 1.11% 21
2021
Q3 		$2.22M Sell
52,295
-1,198
-2% -$48.3K 1.21% 19
2021
Q2 		$2.21M Sell
53,493
-1,899
-3% -$77.8K 1.15% 22
2021
Q1 		$2.14M Buy
55,392
+778
+1% +$26.8K 1.21% 21
2020
Q4 		$1.66M Buy
+54,614
New +$1.46M 1.02% 25

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
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

MTM Investment Management's BAC Position: Q2 2026 in Review

MTM Investment Management increased its Bank of America (BAC) stake by 0% in Q2 2026, buying an estimated $53 and bringing the position to 49,538 shares worth $2.82M. The position accounts for 0.81% of the portfolio, ranked #30.

MTM Investment Management first reported a position in BAC in Q4 2020 and has held it in 23 quarters since. 3,609 funds tracked by Wall St. Rank hold BAC as of Q2 2026.

  • MTM Investment Management held 49,538 shares of Bank of America worth $2.82M as of Q2 2026.
  • MTM Investment Management bought 1 Bank of America share in Q2 2026, an estimated $53.
  • Bank of America made up 0.81% of MTM Investment Management's portfolio in Q2 2026, its #30 holding.
  • MTM Investment Management first reported a position in Bank of America in Q4 2020 and has held it in 23 quarters since.
  • 3,609 funds tracked by Wall St. Rank held Bank of America as of Q2 2026.

Based on MTM Investment Management's 13F filing for Q2 2026, filed 3 Aug 2026.