Physician Wealth Advisors’s Bank of America BAC Stock Holding History

Physician Wealth Advisors’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	$398K	Sell	8,164 -91	-1%	-$4.7K	0.06%	123
2025 Q4	$454K	Buy	8,255 +260	+3%	+$13.7K	0.06%	112
2025 Q3	$412K	Buy	7,995 +581	+8%	+$28.3K	0.06%	120
2025 Q2	$351K	Buy	7,414 +448	+6%	+$18.8K	0.06%	129
2025 Q1	$291K	Hold	6,966	–	–	0.05%	140
2024 Q4	$306K	Sell	6,966 -604	-8%	-$26.6K	0.05%	134
2024 Q3	$319K	Buy	7,570 +604	+9%	+$24.2K	0.06%	128
2024 Q2	$307K	Buy	6,966 +531	+8%	+$20.4K	0.06%	123
2024 Q1	$223K	Sell	6,435 -908	-12%	-$31.2K	0.05%	152
2023 Q4	$239K	Buy	+7,343	New	+$214K	0.05%	140
2022 Q2	–	Sell	-5,711	Closed	-$221K	–	150
2022 Q1	$221K	Hold	5,711	–	–	0.06%	143
2021 Q4	$281K	Hold	5,711	–	–	0.07%	132
2021 Q3	$265K	Hold	5,711	–	–	0.07%	130
2021 Q2	$217K	Hold	5,711	–	–	0.06%	142
2021 Q1	$227K	Buy	+5,711	New	+$197K	0.07%	130

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

Physician Wealth Advisors's BAC Position: Q1 2026 in Review

Physician Wealth Advisors reduced its Bank of America (BAC) stake by 1.1% in Q1 2026, selling an estimated $4.7K and leaving 8,164 shares worth $398K. The position accounts for 0.06% of the portfolio, ranked #123.

Physician Wealth Advisors first reported a position in BAC in Q1 2021 and has held it in 15 quarters since. The position peaked at $454K in Q4 2025. 3,459 funds tracked by Wall St. Rank hold BAC as of Q1 2026.

Physician Wealth Advisors held 8,164 shares of Bank of America worth $398K as of Q1 2026.
Physician Wealth Advisors sold 91 Bank of America shares in Q1 2026, an estimated $4.7K.
Bank of America made up 0.06% of Physician Wealth Advisors's portfolio in Q1 2026, its #123 holding.
Physician Wealth Advisors first reported a position in Bank of America in Q1 2021 and has held it in 15 quarters since.
Physician Wealth Advisors's Bank of America position peaked at $454K in Q4 2025.
3,459 funds tracked by Wall St. Rank held Bank of America as of Q1 2026.

Based on Physician Wealth Advisors's 13F filing for Q1 2026, filed 24 Apr 2026.