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 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 $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

Philip James Wealth Mangement's BAC Position: Q1 2026 in Review

Philip James Wealth Mangement reduced its Bank of America (BAC) stake by 7% in Q1 2026, selling an estimated $518K and leaving 133,171 shares worth $6.49M. The position accounts for 0.75% of the portfolio, ranked #29.

Philip James Wealth Mangement first reported a position in BAC in Q3 2024 and has held it in 7 quarters since. The position peaked at $9.67M in Q3 2024. 3,459 funds tracked by Wall St. Rank hold BAC as of Q1 2026.

Philip James Wealth Mangement held 133,171 shares of Bank of America worth $6.49M as of Q1 2026.
Philip James Wealth Mangement sold 10,043 Bank of America shares in Q1 2026, an estimated $518K.
Bank of America made up 0.75% of Philip James Wealth Mangement's portfolio in Q1 2026, its #29 holding.
Philip James Wealth Mangement first reported a position in Bank of America in Q3 2024 and has held it in 7 quarters since.
Philip James Wealth Mangement's Bank of America position peaked at $9.67M in Q3 2024.
3,459 funds tracked by Wall St. Rank held Bank of America as of Q1 2026.

Based on Philip James Wealth Mangement's 13F filing for Q1 2026, filed 28 Apr 2026.