NCM
BAC icon

Northwest Capital Management’s Bank of America BAC Stock Holding History

Northwest Capital 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
2025
Q4 		– Sell
-271
Closed -$14K – 104
2025
Q3 		$14K Sell
271
-750
-73% -$36.6K 0.01% 181
2025
Q2 		$48.3K Sell
1,021
-659
-39% -$27.7K 0.03% 168
2025
Q1 		$70.1K Hold
1,680
– – 0.03% 177
2024
Q4 		$73.8K Hold
1,680
– – 0.03% 177
2024
Q3 		$66.7K Hold
1,680
– – 0.02% 178
2024
Q2 		$66.8K Sell
1,680
-120
-7% -$4.6K 0.02% 175
2024
Q1 		$68.3K Hold
1,800
– – 0.02% 202
2023
Q4 		$60.6K Hold
1,800
– – 0.02% 206
2023
Q3 		$49.3K Hold
1,800
– – 0.02% 208
2023
Q2 		$51.6K Buy
+1,800
New +$51.4K 0.02% 203

Other funds holding BAC

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
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
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
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
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
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Northwest Capital Management's BAC Position: Q4 2025 in Review

Northwest Capital Management sold out of Bank of America (BAC) in Q4 2025, closing a stake of 271 shares — an estimated $14K sold.

Northwest Capital Management first reported a position in BAC in Q2 2023 and held it in 10 quarters. The position peaked at $73.8K in Q4 2024. 3,608 funds tracked by Wall St. Rank hold BAC as of Q4 2025.

  • Northwest Capital Management reported no remaining Bank of America position as of Q4 2025 after selling out during the quarter.
  • Northwest Capital Management sold 271 Bank of America shares in Q4 2025, an estimated $14K.
  • Northwest Capital Management first reported a position in Bank of America in Q2 2023 and held it in 10 quarters.
  • Northwest Capital Management's Bank of America position peaked at $73.8K in Q4 2024.
  • 3,608 funds tracked by Wall St. Rank held Bank of America as of Q4 2025.

Based on Northwest Capital Management's 13F filing for Q4 2025, filed 26 Jan 2026.