Oarsman Capital’s Bank of America BAC Stock Holding History

Oarsman Capital’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	$2.05M	Sell	41,993 -274	-0.6%	-$14.1K	0.25%	63
2025 Q4	$2.32M	Buy	42,267 +5,082	+14%	+$269K	0.3%	58
2025 Q3	$1.92M	Buy	37,185 +642	+2%	+$31.3K	0.27%	67
2025 Q2	$1.73M	Sell	36,543 -7,795	-18%	-$328K	0.27%	73
2025 Q1	$1.85M	Sell	44,338 -443	-1%	-$19.7K	0.33%	66
2024 Q4	$1.97M	Buy	44,781 +367	+0.8%	+$16.1K	0.34%	57
2024 Q3	$1.76M	Buy	44,414 +1,902	+4%	+$76.2K	0.32%	65
2024 Q2	$1.69M	Buy	42,512 +1,492	+4%	+$57.2K	0.37%	60
2024 Q1	$1.56M	Sell	41,020 -1,938	-5%	-$66.5K	0.37%	65
2023 Q4	$1.45M	Sell	42,958 -2,477	-5%	-$72.1K	0.38%	61
2023 Q3	$1.24M	Buy	45,435 +160	+0.4%	+$4.73K	0.52%	51
2023 Q2	$1.3M	Sell	45,275 -1,101	-2%	-$31.4K	0.57%	51
2023 Q1	$1.33M	Buy	46,376 +673	+1%	+$22.2K	0.62%	43
2022 Q4	$1.51M	Buy	45,703 +270	+0.6%	+$9.3K	0.77%	37
2022 Q3	$1.37M	Sell	45,433 -250	-0.5%	-$8.36K	0.74%	39
2022 Q2	$1.42M	Sell	45,683 -397	-0.9%	-$14.3K	0.71%	41
2022 Q1	$1.9M	Buy	46,080 +8,772	+24%	+$396K	0.74%	39
2021 Q4	$1.66M	Sell	37,308 -7,187	-16%	-$327K	0.65%	46
2021 Q3	$1.89M	Sell	44,495 -2,660	-6%	-$107K	0.76%	39
2021 Q2	$1.94M	Sell	47,155 -30	-0.1%	-$1.23K	0.77%	35
2021 Q1	$1.83M	Sell	47,185 -4,571	-9%	-$158K	0.79%	34
2020 Q4	$1.57M	Buy	51,756 +3,524	+7%	+$94.5K	0.61%	49
2020 Q3	$1.16M	Sell	48,232 -14,115	-23%	-$351K	0.52%	56
2020 Q2	$1.48M	Buy	62,347 +16,966	+37%	+$401K	0.73%	44
2020 Q1	$963K	Sell	45,381 -6,068	-12%	-$182K	0.89%	38
2019 Q4	$1.81M	Sell	51,449 -23,067	-31%	-$745K	0.83%	38
2019 Q3	$2.17M	Sell	74,516 -29,378	-28%	-$845K	1.03%	33
2019 Q2	$3.01M	Buy	103,894 +23,771	+30%	+$686K	1.37%	18
2019 Q1	$2.21M	Buy	80,123 +372	+0.5%	+$10.5K	1.05%	30
2018 Q4	$1.97M	Sell	79,751 -23,494	-23%	-$637K	1.01%	31
2018 Q3	$3.04M	Buy	103,245 +31,615	+44%	+$963K	1.23%	26
2018 Q2	$2.02M	Buy	71,630 +2,540	+4%	+$75.8K	0.92%	37
2018 Q1	$2.07M	Sell	69,090 -23,203	-25%	-$729K	0.94%	31
2017 Q4	$2.72M	Sell	92,293 -540	-0.6%	-$14.9K	1.17%	26
2017 Q3	$2.35M	Sell	92,833 -510	-0.5%	-$12.4K	0.99%	35
2017 Q2	$2.27M	Sell	93,343 -800	-0.8%	-$18.7K	1.04%	31
2017 Q1	$2.22M	Sell	94,143 -21,940	-19%	-$521K	1.03%	32
2016 Q4	$2.56M	Sell	116,083 -35,844	-24%	-$690K	1.65%	13
2016 Q3	$2.38M	Sell	151,927 -3,900	-3%	-$58.1K	1.21%	23
2016 Q2	$2.07M	Buy	155,827 +3,165	+2%	+$44.5K	1.07%	28
2016 Q1	$2.06M	Buy	152,662 +10,536	+7%	+$142K	1.1%	27
2015 Q4	$2.39M	Buy	142,126 +459	+0.3%	+$7.76K	1.34%	15
2015 Q3	$2.21M	Buy	+141,667	New	+$2.38M	1.3%	17

Other funds holding BAC

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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 Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Oarsman Capital's BAC Position: Q1 2026 in Review

Oarsman Capital reduced its Bank of America (BAC) stake by 0.65% in Q1 2026, selling an estimated $14.1K and leaving 41,993 shares worth $2.05M. The position accounts for 0.25% of the portfolio, ranked #63.

Oarsman Capital first reported a position in BAC in Q3 2015 and has held it in 43 quarters since. The position peaked at $3.04M in Q3 2018. 3,459 funds tracked by Wall St. Rank hold BAC as of Q1 2026.

Oarsman Capital held 41,993 shares of Bank of America worth $2.05M as of Q1 2026.
Oarsman Capital sold 274 Bank of America shares in Q1 2026, an estimated $14.1K.
Bank of America made up 0.25% of Oarsman Capital's portfolio in Q1 2026, its #63 holding.
Oarsman Capital first reported a position in Bank of America in Q3 2015 and has held it in 43 quarters since.
Oarsman Capital's Bank of America position peaked at $3.04M in Q3 2018.
3,459 funds tracked by Wall St. Rank held Bank of America as of Q1 2026.

Based on Oarsman Capital's 13F filing for Q1 2026, filed 28 Apr 2026.