PWM
BAC icon

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

Paulson 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 		$327K Buy
5,743
+557
+11% +$29.6K 0.07% 112
2026
Q1 		$253K Buy
+5,186
New +$268K 0.06% 121
2018
Q1 		– Sell
-1,000
Closed -$30K – 145
2017
Q4 		$30K Buy
+1,000
New +$27.6K 0.03% 243

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

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

Paulson Wealth Management increased its Bank of America (BAC) stake by 11% in Q2 2026, buying an estimated $29.6K and bringing the position to 5,743 shares worth $327K. The position accounts for 0.07% of the portfolio, ranked #112.

Paulson Wealth Management first reported a position in BAC in Q4 2017 and has held it in 3 quarters since. 3,609 funds tracked by Wall St. Rank hold BAC as of Q2 2026.

  • Paulson Wealth Management held 5,743 shares of Bank of America worth $327K as of Q2 2026.
  • Paulson Wealth Management bought 557 Bank of America shares in Q2 2026, an estimated $29.6K.
  • Bank of America made up 0.07% of Paulson Wealth Management's portfolio in Q2 2026, its #112 holding.
  • Paulson Wealth Management first reported a position in Bank of America in Q4 2017 and has held it in 3 quarters since.
  • 3,609 funds tracked by Wall St. Rank held Bank of America as of Q2 2026.

Based on Paulson Wealth Management's 13F filing for Q2 2026, filed 4 Aug 2026.