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RD Lewis Holdings’s Bank of America BAC Stock Holding History

RD Lewis Holdings’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 		$594K Sell
11,272
-17
-0.2% -$877 0.51% 46
2025
Q4 		$615K Hold
11,289
– – 0.52% 47
2025
Q3 		$611K Sell
11,289
-80
-0.7% -$3.9K 0.57% 48
2025
Q2 		$511K Sell
11,369
-207
-2% -$8.71K 0.52% 49
2025
Q1 		$475K Sell
11,576
-152
-1% -$6.77K 0.54% 47
2024
Q4 		$556K Buy
+11,728
New +$516K 0.61% 46

Other funds holding BAC

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
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
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

RD Lewis Holdings's BAC Position: Q1 2026 in Review

RD Lewis Holdings reduced its Bank of America (BAC) stake by 0.15% in Q1 2026, selling an estimated $877 and leaving 11,272 shares worth $594K. The position accounts for 0.51% of the portfolio, ranked #46.

RD Lewis Holdings first reported a position in BAC in Q4 2024 and has held it in 6 quarters since. The position peaked at $615K in Q4 2025. 3,460 funds tracked by Wall St. Rank hold BAC as of Q1 2026.

  • RD Lewis Holdings held 11,272 shares of Bank of America worth $594K as of Q1 2026.
  • RD Lewis Holdings sold 17 Bank of America shares in Q1 2026, an estimated $877.
  • Bank of America made up 0.51% of RD Lewis Holdings's portfolio in Q1 2026, its #46 holding.
  • RD Lewis Holdings first reported a position in Bank of America in Q4 2024 and has held it in 6 quarters since.
  • RD Lewis Holdings's Bank of America position peaked at $615K in Q4 2025.
  • 3,460 funds tracked by Wall St. Rank held Bank of America as of Q1 2026.

Based on RD Lewis Holdings's 13F filing for Q1 2026, filed 14 Apr 2026.