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Navellier & Associates’s Bank of America BAC Stock Holding History

Navellier & Associates’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 		$527K Sell
10,800
-100
-0.9% -$5.16K 0.05% 207
2025
Q4 		$600K Sell
10,900
-7,044
-39% -$372K 0.07% 200
2025
Q3 		$926K Buy
17,944
+5,444
+44% +$266K 0.09% 192
2025
Q2 		$592K Hold
12,500
– – 0.07% 197
2025
Q1 		$514K Sell
12,500
-5,344
-30% -$238K 0.07% 204
2024
Q4 		$784K Buy
17,844
+5,044
+39% +$222K 0.09% 192
2024
Q3 		$508K Sell
12,800
-5,444
-30% -$218K 0.07% 219
2024
Q2 		$726K Sell
18,244
-300
-2% -$11.5K 0.09% 190
2024
Q1 		$703K Buy
18,544
+6,800
+58% +$233K 0.09% 195
2023
Q4 		$395K Sell
11,744
-3,356
-22% -$97.7K 0.06% 247
2023
Q3 		$413K Sell
15,100
-2,100
-12% -$62.1K 0.07% 220
2023
Q2 		$493K Buy
17,200
+900
+6% +$25.7K 0.1% 175
2023
Q1 		$466K Buy
16,300
+100
+0.6% +$3.3K 0.1% 186
2022
Q4 		$537K Buy
16,200
+300
+2% +$10.3K 0.11% 149
2022
Q3 		$480K Sell
15,900
-900
-5% -$30.1K 0.11% 162
2022
Q2 		$523K Hold
16,800
– – 0.11% 173
2022
Q1 		$692K Sell
16,800
-300
-2% -$13.5K 0.12% 151
2021
Q4 		$761K Sell
17,100
-800
-4% -$36.4K 0.11% 161
2021
Q3 		$760K Sell
17,900
-2,500
-12% -$101K 0.11% 158
2021
Q2 		$841K Buy
20,400
+400
+2% +$16.4K 0.13% 156
2021
Q1 		$774K Sell
20,000
-200
-1% -$6.9K 0.14% 137
2020
Q4 		$612K Hold
20,200
– – 0.11% 144
2020
Q3 		$487K Buy
20,200
+300
+2% +$7.47K 0.11% 140
2020
Q2 		$473K Buy
19,900
+4,800
+32% +$113K 0.11% 138
2020
Q1 		$321K Buy
15,100
+1,700
+13% +$51K 0.08% 175
2019
Q4 		$472K Sell
13,400
-600
-4% -$19.4K 0.08% 187
2019
Q3 		$408K Hold
14,000
– – 0.07% 195
2019
Q2 		$406K Buy
+14,000
New +$404K 0.06% 196

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

Navellier & Associates's BAC Position: Q1 2026 in Review

Navellier & Associates reduced its Bank of America (BAC) stake by 0.92% in Q1 2026, selling an estimated $5.16K and leaving 10,800 shares worth $527K. The position accounts for 0.05% of the portfolio, ranked #207.

Navellier & Associates first reported a position in BAC in Q2 2019 and has held it in 28 quarters since. The position peaked at $926K in Q3 2025. 3,462 funds tracked by Wall St. Rank hold BAC as of Q1 2026.

  • Navellier & Associates held 10,800 shares of Bank of America worth $527K as of Q1 2026.
  • Navellier & Associates sold 100 Bank of America shares in Q1 2026, an estimated $5.16K.
  • Bank of America made up 0.05% of Navellier & Associates's portfolio in Q1 2026, its #207 holding.
  • Navellier & Associates first reported a position in Bank of America in Q2 2019 and has held it in 28 quarters since.
  • Navellier & Associates's Bank of America position peaked at $926K in Q3 2025.
  • 3,462 funds tracked by Wall St. Rank held Bank of America as of Q1 2026.

Based on Navellier & Associates's 13F filing for Q1 2026, filed 7 May 2026.