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

Northwest Wealth 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
Q3 		$425K Buy
7,810
+1,449
+23% +$88.3K 0.05% 151
2026
Q2 		$362K Buy
6,361
+8
+0.1% +$425 0.05% 176
2026
Q1 		$310K Sell
6,353
-168
-3% -$8.67K 0.05% 180
2025
Q4 		$359K Sell
6,521
-374
-5% -$19.8K 0.06% 165
2025
Q3 		$356K Buy
6,895
+177
+3% +$8.64K 0.06% 137
2025
Q2 		$318K Sell
6,718
-793
-11% -$33.4K 0.06% 146
2025
Q1 		$313K Sell
7,511
-749
-9% -$33.4K 0.06% 132
2024
Q4 		$363K Buy
8,260
+1,893
+30% +$83.3K 0.08% 111
2024
Q3 		$253K Buy
6,367
+19
+0.3% +$761 0.06% 137
2024
Q2 		$252K Buy
6,348
+108
+2% +$4.14K 0.07% 139
2024
Q1 		$237K Sell
6,240
-85
-1% -$2.92K 0.06% 147
2023
Q4 		$213K Buy
+6,325
New +$184K 0.06% 147
2023
Q2 		– Sell
-9,418
Closed -$269K – 151
2023
Q1 		$269K Buy
+9,418
New +$311K 0.1% 121
2022
Q4 		– Sell
-7,160
Closed -$216K – 141
2022
Q3 		$216K Sell
7,160
-281
-4% -$9.39K 0.1% 129
2022
Q2 		$232K Buy
7,441
+1,760
+31% +$63.4K 0.1% 127
2022
Q1 		$234K Buy
5,681
+266
+5% +$12K 0.11% 123
2021
Q4 		$241K Buy
5,415
+9
+0.2% +$410 0.11% 111
2021
Q3 		$229K Buy
5,406
+20
+0.4% +$806 0.11% 108
2021
Q2 		$222K Buy
5,386
+18
+0.3% +$738 0.12% 113
2021
Q1 		$208K Buy
+5,368
New +$185K 0.13% 105
2019
Q2 		– Sell
-3,474
Closed -$96K – 143
2019
Q1 		$96K Buy
3,474
+244
+8% +$6.9K 0.07% 164
2018
Q4 		$80K Buy
3,230
+11
+0.3% +$298 0.07% 168
2018
Q3 		$95K Sell
3,219
-93
-3% -$2.83K 0.07% 156
2018
Q2 		$93K Buy
3,312
+8
+0.2% +$239 0.07% 157
2018
Q1 		$100K Buy
+3,304
New +$104K 0.07% 149

Other funds holding BAC

BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $824B AUM 37.44% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $474B AUM 32.39% 1-Year Est. Return

Northwest Wealth Management's BAC Position: Q3 2026 in Review

Northwest Wealth Management increased its Bank of America (BAC) stake by 23% in Q3 2026, buying an estimated $88.3K and bringing the position to 7,810 shares worth $425K. The position accounts for 0.05% of the portfolio, ranked #151.

Northwest Wealth Management first reported a position in BAC in Q1 2018 and has held it in 25 quarters since. 3,152 funds tracked by Wall St. Rank hold BAC as of Q3 2026.

  • Northwest Wealth Management held 7,810 shares of Bank of America worth $425K as of Q3 2026.
  • Northwest Wealth Management bought 1,449 Bank of America shares in Q3 2026, an estimated $88.3K.
  • Bank of America made up 0.05% of Northwest Wealth Management's portfolio in Q3 2026, its #151 holding.
  • Northwest Wealth Management first reported a position in Bank of America in Q1 2018 and has held it in 25 quarters since.
  • 3,152 funds tracked by Wall St. Rank held Bank of America as of Q3 2026.

Based on Northwest Wealth Management's 13F filing for Q3 2026, filed 30 Oct 2026.