Patrick M. Sweeney & Associates’s Bank of America BAC Stock Holding History

Patrick M. Sweeney & Associates’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	$6.19M	Buy	126,981 +108	+0.1%	+$5.57K	3.97%	4
2025 Q4	$6.98M	Buy	126,873 +131	+0.1%	+$6.92K	4.36%	4
2025 Q3	$6.54M	Buy	126,742 +382	+0.3%	+$18.6K	4.23%	4
2025 Q2	$6.18M	Buy	126,360 +714	+0.6%	+$30K	4.25%	4
2025 Q1	$5.24M	Buy	125,646 +10,346	+9%	+$461K	3.92%	5
2024 Q4	$5.07M	Sell	115,300 -11,501	-9%	-$506K	3.8%	4
2024 Q3	$5.03M	Sell	126,801 -2,027	-2%	-$81.2K	3.7%	6
2024 Q2	$5.12M	Buy	128,828 +140	+0.1%	+$5.37K	4.14%	4
2024 Q1	$4.88M	Buy	128,688 +233	+0.2%	+$8K	4.01%	5
2023 Q4	$4.33M	Buy	+128,455	New	+$3.74M	3.96%	5

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

Patrick M. Sweeney & Associates's BAC Position: Q1 2026 in Review

Patrick M. Sweeney & Associates increased its Bank of America (BAC) stake by 0.09% in Q1 2026, buying an estimated $5.57K and bringing the position to 126,981 shares worth $6.19M. The position accounts for 3.97% of the portfolio, ranked #4.

Patrick M. Sweeney & Associates first reported a position in BAC in Q4 2023 and has held it in 10 quarters since. The position peaked at $6.98M in Q4 2025. 3,460 funds tracked by Wall St. Rank hold BAC as of Q1 2026.

Patrick M. Sweeney & Associates held 126,981 shares of Bank of America worth $6.19M as of Q1 2026.
Patrick M. Sweeney & Associates bought 108 Bank of America shares in Q1 2026, an estimated $5.57K.
Bank of America made up 3.97% of Patrick M. Sweeney & Associates's portfolio in Q1 2026, its #4 holding.
Patrick M. Sweeney & Associates first reported a position in Bank of America in Q4 2023 and has held it in 10 quarters since.
Patrick M. Sweeney & Associates's Bank of America position peaked at $6.98M in Q4 2025.
3,460 funds tracked by Wall St. Rank held Bank of America as of Q1 2026.

Based on Patrick M. Sweeney & Associates's 13F filing for Q1 2026, filed 7 May 2026.