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Salomon & Ludwin’s Bank of America BAC Stock Holding History

Salomon & Ludwin’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 		$233K Sell
4,717
-200
-4% -$10.3K 0.02% 159
2025
Q4 		$280K Buy
4,917
+782
+19% +$41.3K 0.02% 146
2025
Q3 		$209K Buy
4,135
+2,424
+142% +$118K 0.02% 161
2025
Q2 		$83.3K Sell
1,711
-5,249
-75% -$221K 0.01% 205
2025
Q1 		$290K Sell
6,960
-337
-5% -$15K 0.03% 131
2024
Q4 		$321K Sell
7,297
-62
-0.8% -$2.73K 0.03% 121
2024
Q3 		$292K Sell
7,359
-2,357
-24% -$94.5K 0.03% 132
2024
Q2 		$386K Sell
9,716
-3,033
-24% -$116K 0.04% 114
2024
Q1 		$483K Sell
12,749
-410
-3% -$14.1K 0.04% 126
2023
Q4 		$360K Hold
13,159
– – 0.04% 133
2023
Q3 		$360K Sell
13,159
-889
-6% -$26.3K 0.04% 133
2023
Q2 		$403K Sell
14,048
-28
-0.2% -$799 0.04% 127
2023
Q1 		$403K Sell
14,076
-96
-0.7% -$3.17K 0.05% 122
2022
Q4 		$469K Buy
+14,172
New +$488K 0.06% 110
2022
Q2 		– Sell
-6,166
Closed -$254K – 128
2022
Q1 		$254K Buy
6,166
+1,497
+32% +$67.5K 0.04% 107
2021
Q4 		$208K Buy
+4,669
New +$213K 0.03% 110
2020
Q2 		– Sell
-1,489
Closed -$32K – 79
2020
Q1 		$32K Hold
1,489
– – 0.01% 112
2019
Q4 		$52K Hold
1,489
– – 0.01% 110
2019
Q3 		$43K Hold
1,489
– – 0.01% 98
2019
Q2 		$43K Buy
1,489
+814
+121% +$23.5K 0.01% 96
2019
Q1 		$19K Buy
675
+186
+38% +$5.26K ﹤0.01% 126
2018
Q4 		$12K Buy
+489
New +$13.3K ﹤0.01% 143

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

Salomon & Ludwin's BAC Position: Q1 2026 in Review

Salomon & Ludwin reduced its Bank of America (BAC) stake by 4.1% in Q1 2026, selling an estimated $10.3K and leaving 4,717 shares worth $233K. The position accounts for 0.02% of the portfolio, ranked #159.

Salomon & Ludwin first reported a position in BAC in Q4 2018 and has held it in 22 quarters since. The position peaked at $483K in Q1 2024. 3,460 funds tracked by Wall St. Rank hold BAC as of Q1 2026.

  • Salomon & Ludwin held 4,717 shares of Bank of America worth $233K as of Q1 2026.
  • Salomon & Ludwin sold 200 Bank of America shares in Q1 2026, an estimated $10.3K.
  • Bank of America made up 0.02% of Salomon & Ludwin's portfolio in Q1 2026, its #159 holding.
  • Salomon & Ludwin first reported a position in Bank of America in Q4 2018 and has held it in 22 quarters since.
  • Salomon & Ludwin's Bank of America position peaked at $483K in Q1 2024.
  • 3,460 funds tracked by Wall St. Rank held Bank of America as of Q1 2026.

Based on Salomon & Ludwin's 13F filing for Q1 2026, filed 11 May 2026.