Philip James Wealth Mangement’s Bank of America BAC Stock Holding History

Philip James Wealth Mangement’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	$7.32M	Sell	128,412 -4,759	-4%	-$253K	0.82%	28
2026 Q1	$6.49M	Sell	133,171 -10,043	-7%	-$518K	0.75%	29
2025 Q4	$7.88M	Sell	143,214 -4,700	-3%	-$248K	0.91%	29
2025 Q3	$7.63M	Sell	147,914 -14,180	-9%	-$692K	0.89%	28
2025 Q2	$7.67M	Sell	162,094 -23,670	-13%	-$996K	0.98%	24
2025 Q1	$7.75M	Sell	185,764 -4,918	-3%	-$219K	0.94%	26
2024 Q4	$8.38M	Sell	190,682 -53,006	-22%	-$2.33M	1.08%	19
2024 Q3	$9.67M	Buy	+243,688	New	+$9.77M	1.19%	19

Other funds holding BAC

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Philip James Wealth Mangement's BAC Position: Q2 2026 in Review

Philip James Wealth Mangement reduced its Bank of America (BAC) stake by 3.6% in Q2 2026, selling an estimated $253K and leaving 128,412 shares worth $7.32M. The position accounts for 0.82% of the portfolio, ranked #28.

Philip James Wealth Mangement first reported a position in BAC in Q3 2024 and has held it in 8 quarters since. The position peaked at $9.67M in Q3 2024. 3,609 funds tracked by Wall St. Rank hold BAC as of Q2 2026.

Philip James Wealth Mangement held 128,412 shares of Bank of America worth $7.32M as of Q2 2026.
Philip James Wealth Mangement sold 4,759 Bank of America shares in Q2 2026, an estimated $253K.
Bank of America made up 0.82% of Philip James Wealth Mangement's portfolio in Q2 2026, its #28 holding.
Philip James Wealth Mangement first reported a position in Bank of America in Q3 2024 and has held it in 8 quarters since.
Philip James Wealth Mangement's Bank of America position peaked at $9.67M in Q3 2024.
3,609 funds tracked by Wall St. Rank held Bank of America as of Q2 2026.

Based on Philip James Wealth Mangement's 13F filing for Q2 2026, filed 27 Jul 2026.