Outlook Wealth Advisors’s Bank of America BAC Stock Holding History

Outlook Wealth Advisors’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	$733K	Sell	15,034 -101	-0.7%	-$5.21K	0.18%	122
2025 Q4	$832K	Buy	15,135 +1,633	+12%	+$86.3K	0.19%	102
2025 Q3	$697K	Sell	13,502 -159	-1%	-$7.76K	0.17%	123
2025 Q2	$646K	Sell	13,661 -295	-2%	-$12.4K	0.17%	122
2025 Q1	$582K	Sell	13,956 -88	-0.6%	-$3.92K	0.16%	122
2024 Q4	$617K	Buy	14,044 +330	+2%	+$14.5K	0.18%	117
2024 Q3	$544K	Buy	+13,714	New	+$550K	0.16%	123
2020 Q1	–	Sell	-7,947	Closed	-$280K	–	155
2019 Q4	$280K	Buy	+7,947	New	+$257K	0.16%	122

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

Outlook Wealth Advisors's BAC Position: Q1 2026 in Review

Outlook Wealth Advisors reduced its Bank of America (BAC) stake by 0.67% in Q1 2026, selling an estimated $5.21K and leaving 15,034 shares worth $733K. The position accounts for 0.18% of the portfolio, ranked #122.

Outlook Wealth Advisors first reported a position in BAC in Q4 2019 and has held it in 8 quarters since. The position peaked at $832K in Q4 2025. 3,460 funds tracked by Wall St. Rank hold BAC as of Q1 2026.

Outlook Wealth Advisors held 15,034 shares of Bank of America worth $733K as of Q1 2026.
Outlook Wealth Advisors sold 101 Bank of America shares in Q1 2026, an estimated $5.21K.
Bank of America made up 0.18% of Outlook Wealth Advisors's portfolio in Q1 2026, its #122 holding.
Outlook Wealth Advisors first reported a position in Bank of America in Q4 2019 and has held it in 8 quarters since.
Outlook Wealth Advisors's Bank of America position peaked at $832K in Q4 2025.
3,460 funds tracked by Wall St. Rank held Bank of America as of Q1 2026.

Based on Outlook Wealth Advisors's 13F filing for Q1 2026, filed 17 Apr 2026.