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

Palumbo 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
Q2 		$2.75M Sell
48,287
-1,420
-3% -$75.5K 0.58% 39
2026
Q1 		$2.42M Sell
49,707
-1,567
-3% -$80.9K 0.59% 40
2025
Q4 		$2.82M Buy
51,274
+101
+0.2% +$5.34K 0.7% 35
2025
Q3 		$2.5M Buy
51,173
+493
+1% +$24.1K 0.8% 35
2025
Q2 		$2.4M Buy
50,680
+3,433
+7% +$144K 0.74% 38
2025
Q1 		$1.97M Buy
47,247
+7,714
+20% +$344K 0.66% 41
2024
Q4 		$1.74M Sell
39,533
-1,377
-3% -$60.6K 0.65% 40
2024
Q3 		$1.62M Buy
40,910
+3,991
+11% +$160K 0.63% 47
2024
Q2 		$1.47M Buy
36,919
+5,747
+18% +$220K 0.62% 45
2024
Q1 		$1.18M Buy
31,172
+2,236
+8% +$76.8K 0.53% 51
2023
Q4 		$974K Sell
28,936
-10,647
-27% -$310K 0.5% 51
2023
Q3 		$1.08M Buy
39,583
+15,686
+66% +$464K 0.6% 40
2023
Q2 		$686K Sell
23,897
-122
-0.5% -$3.48K 0.42% 47
2023
Q1 		$687K Buy
24,019
+674
+3% +$22.2K 0.46% 49
2022
Q4 		$773K Buy
23,345
+905
+4% +$31.2K 0.61% 42
2022
Q3 		$678K Buy
22,440
+672
+3% +$22.5K 0.57% 43
2022
Q2 		$678K Buy
21,768
+1,036
+5% +$37.3K 0.54% 44
2022
Q1 		$854K Buy
20,732
+112
+0.5% +$5.05K 0.55% 47
2021
Q4 		$917K Buy
20,620
+655
+3% +$29.8K 0.57% 39
2021
Q3 		$847K Sell
19,965
-183
-0.9% -$7.37K 0.56% 36
2021
Q2 		$831K Buy
20,148
+832
+4% +$34.1K 0.56% 40
2021
Q1 		$747K Buy
19,316
+857
+5% +$29.6K 0.56% 43
2020
Q4 		$559K Buy
+18,459
New +$495K 0.45% 56

Other funds holding BAC

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
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
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
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 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

Palumbo Wealth Management's BAC Position: Q2 2026 in Review

Palumbo Wealth Management reduced its Bank of America (BAC) stake by 2.9% in Q2 2026, selling an estimated $75.5K and leaving 48,287 shares worth $2.75M. The position accounts for 0.58% of the portfolio, ranked #39.

Palumbo Wealth Management first reported a position in BAC in Q4 2020 and has held it in 23 quarters since. The position peaked at $2.82M in Q4 2025. 3,597 funds tracked by Wall St. Rank hold BAC as of Q2 2026.

  • Palumbo Wealth Management held 48,287 shares of Bank of America worth $2.75M as of Q2 2026.
  • Palumbo Wealth Management sold 1,420 Bank of America shares in Q2 2026, an estimated $75.5K.
  • Bank of America made up 0.58% of Palumbo Wealth Management's portfolio in Q2 2026, its #39 holding.
  • Palumbo Wealth Management first reported a position in Bank of America in Q4 2020 and has held it in 23 quarters since.
  • Palumbo Wealth Management's Bank of America position peaked at $2.82M in Q4 2025.
  • 3,597 funds tracked by Wall St. Rank held Bank of America as of Q2 2026.

Based on Palumbo Wealth Management's 13F filing for Q2 2026, filed 12 Aug 2026.