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Schrum Private Wealth Management’s Bank of America BAC Stock Holding History

Schrum Private Wealth 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 		$472K Sell
11,869
-90
-0.8% -$4.79K 0.48% 57
2026
Q1 		$583K Buy
11,959
+13
+0.1% +$671 0.44% 66
2025
Q4 		$657K Buy
11,946
+11
+0.1% +$581 0.49% 60
2025
Q3 		$616K Buy
11,935
+12
+0.1% +$585 0.45% 59
2025
Q2 		$564K Buy
11,923
+13
+0.1% +$547 0.45% 58
2025
Q1 		$497K Sell
11,910
-236
-2% -$10.5K 0.44% 59
2024
Q4 		$534K Sell
12,146
-11,622
-49% -$511K 0.45% 58
2024
Q3 		$943K Buy
23,768
+11,649
+96% +$467K 0.49% 52
2024
Q2 		$482K Buy
12,119
+26
+0.2% +$996 0.43% 59
2024
Q1 		$459K Buy
12,093
+265
+2% +$9.1K 0.42% 63
2023
Q4 		$398K Buy
11,828
+1,685
+17% +$49.1K 0.57% 51
2023
Q3 		$278K Buy
10,143
+16
+0.2% +$473 0.32% 82
2023
Q2 		$291K Sell
10,127
-332
-3% -$9.47K 0.31% 83
2023
Q1 		$299K Buy
10,459
+14
+0.1% +$462 0.35% 79
2022
Q4 		$346K Buy
10,445
+14
+0.1% +$482 0.41% 68
2022
Q3 		$315K Sell
10,431
-9
-0.1% -$301 0.4% 73
2022
Q2 		$325K Buy
10,440
+13
+0.1% +$468 0.37% 78
2022
Q1 		$380K Buy
10,427
+19
+0.2% +$857 0.38% 75
2021
Q4 		$462K Buy
+10,408
New +$474K 0.42% 68

Other funds holding BAC

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Schrum Private Wealth Management's BAC Position: Q2 2026 in Review

Schrum Private Wealth Management reduced its Bank of America (BAC) stake by 0.75% in Q2 2026, selling an estimated $4.79K and leaving 11,869 shares worth $472K. The position accounts for 0.48% of the portfolio, ranked #57.

Schrum Private Wealth Management first reported a position in BAC in Q4 2021 and has held it in 19 quarters since. The position peaked at $943K in Q3 2024. 3,609 funds tracked by Wall St. Rank hold BAC as of Q2 2026.

  • Schrum Private Wealth Management held 11,869 shares of Bank of America worth $472K as of Q2 2026.
  • Schrum Private Wealth Management sold 90 Bank of America shares in Q2 2026, an estimated $4.79K.
  • Bank of America made up 0.48% of Schrum Private Wealth Management's portfolio in Q2 2026, its #57 holding.
  • Schrum Private Wealth Management first reported a position in Bank of America in Q4 2021 and has held it in 19 quarters since.
  • Schrum Private Wealth Management's Bank of America position peaked at $943K in Q3 2024.
  • 3,609 funds tracked by Wall St. Rank held Bank of America as of Q2 2026.

Based on Schrum Private Wealth Management's 13F filing for Q2 2026, filed 10 Aug 2026.