Prospect Hill Management’s Bank of America BAC Stock Holding History

Prospect Hill 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	$5.27M	Sell	92,500 -25,000	-21%	-$1.33M	2.05%	8
2026 Q1	$5.73M	Hold	117,500	–	–	2.55%	8
2025 Q4	$6.46M	Hold	117,500	–	–	2.61%	7
2025 Q3	$6.06M	Hold	117,500	–	–	2.59%	8
2025 Q2	$5.56M	Sell	117,500 -71,948	-38%	-$3.03M	2.87%	6
2025 Q1	$7.91M	Sell	189,448 -90,552	-32%	-$4.04M	4.12%	4
2024 Q4	$12.3M	Hold	280,000	–	–	5.41%	3
2024 Q3	$11.1M	Sell	280,000 -28,750	-9%	-$1.15M	5.58%	3
2024 Q2	$12.3M	Hold	308,750	–	–	6.74%	3
2024 Q1	$11.7M	Sell	308,750 -32,650	-10%	-$1.12M	7.54%	3
2023 Q4	$11.5M	Sell	341,400 -8,100	-2%	-$236K	6.86%	3
2023 Q3	$9.57M	Hold	349,500	–	–	6.33%	3
2023 Q2	$10M	Hold	349,500	–	–	6.07%	3
2023 Q1	$10M	Sell	349,500 -3,000	-0.9%	-$99K	7.14%	3
2022 Q4	$11.7M	Sell	352,500 -500	-0.1%	-$17.2K	10.43%	2
2022 Q3	$10.7M	Hold	353,000	–	–	8.26%	3
2022 Q2	$11M	Sell	353,000 -2,500	-0.7%	-$90K	8.69%	3
2022 Q1	$14.7M	Buy	355,500 +750	+0.2%	+$33.8K	8.63%	3
2021 Q4	$15.8M	Sell	354,750 -250	-0.1%	-$11.4K	9.11%	3
2021 Q3	$15.1M	Buy	355,000 +4,000	+1%	+$161K	10.39%	3
2021 Q2	$14.5M	Hold	351,000	–	–	10.46%	3
2021 Q1	$13.6M	Buy	351,000 +3,000	+0.9%	+$104K	10.72%	3
2020 Q4	$10.5M	Buy	+348,000	New	+$9.33M	7.96%	3

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

Prospect Hill Management's BAC Position: Q2 2026 in Review

Prospect Hill Management reduced its Bank of America (BAC) stake by 21% in Q2 2026, selling an estimated $1.33M and leaving 92,500 shares worth $5.27M. The position accounts for 2.05% of the portfolio, ranked #8.

Prospect Hill Management first reported a position in BAC in Q4 2020 and has held it in 23 quarters since. The position peaked at $15.8M in Q4 2021. 3,594 funds tracked by Wall St. Rank hold BAC as of Q2 2026.

Prospect Hill Management held 92,500 shares of Bank of America worth $5.27M as of Q2 2026.
Prospect Hill Management sold 25,000 Bank of America shares in Q2 2026, an estimated $1.33M.
Bank of America made up 2.05% of Prospect Hill Management's portfolio in Q2 2026, its #8 holding.
Prospect Hill Management first reported a position in Bank of America in Q4 2020 and has held it in 23 quarters since.
Prospect Hill Management's Bank of America position peaked at $15.8M in Q4 2021.
3,594 funds tracked by Wall St. Rank held Bank of America as of Q2 2026.

Based on Prospect Hill Management's 13F filing for Q2 2026, filed 6 Aug 2026.