Sheets Smith Wealth Management’s Bank of America BAC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $707K | Buy |
12,415
+14
| +0.1% | +$745 | 0.07% | 255 |
|
|
2026
Q1 | $605K | Sell |
12,401
-17,265
| -58% | -$891K | 0.07% | 256 |
|
|
2025
Q4 | $1.63M | Sell |
29,666
-500
| -2% | -$26.4K | 0.18% | 118 |
|
|
2025
Q3 | $1.56M | Buy |
30,166
+16,950
| +128% | +$827K | 0.18% | 121 |
|
|
2025
Q2 | $625K | Sell |
13,216
-106
| -0.8% | -$4.46K | 0.07% | 246 |
|
|
2025
Q1 | $556K | Sell |
13,322
-745
| -5% | -$33.2K | 0.07% | 238 |
|
|
2024
Q4 | $618K | Buy |
14,067
+124
| +0.9% | +$5.46K | 0.08% | 229 |
|
|
2024
Q3 | $553K | Sell |
13,943
-495
| -3% | -$19.8K | 0.07% | 237 |
|
|
2024
Q2 | $574K | Buy |
14,438
+9
| +0.1% | +$345 | 0.07% | 225 |
|
|
2024
Q1 | $547K | Buy |
14,429
+6
| +0% | +$206 | 0.06% | 230 |
|
|
2023
Q4 | $486K | Buy |
14,423
+6
| +0% | +$175 | 0.07% | 220 |
|
|
2023
Q3 | $395K | Buy |
14,417
+106
| +0.7% | +$3.14K | 0.06% | 235 |
|
|
2023
Q2 | $411K | Buy |
14,311
+729
| +5% | +$20.8K | 0.06% | 229 |
|
|
2023
Q1 | $388K | Buy |
13,582
+150
| +1% | +$4.95K | 0.06% | 230 |
|
|
2022
Q4 | $445K | Buy |
13,432
+110
| +0.8% | +$3.79K | 0.07% | 211 |
|
|
2022
Q3 | $402K | Sell |
13,322
-112
| -0.8% | -$3.74K | 0.07% | 211 |
|
|
2022
Q2 | $418K | Sell |
13,434
-2,140
| -14% | -$77K | 0.07% | 202 |
|
|
2022
Q1 | $642K | Buy |
15,574
+700
| +5% | +$31.6K | 0.09% | 179 |
|
|
2021
Q4 | $662K | Sell |
14,874
-8
| -0.1% | -$364 | 0.08% | 198 |
|
|
2021
Q3 | $632K | Sell |
14,882
-907
| -6% | -$36.5K | 0.09% | 191 |
|
|
2021
Q2 | $651K | Hold |
15,789
| – | – | 0.09% | 187 |
|
|
2021
Q1 | $611K | Buy |
15,789
+375
| +2% | +$12.9K | 0.09% | 179 |
|
|
2020
Q4 | $467K | Hold |
15,414
| – | – | 0.07% | 208 |
|
|
2020
Q3 | $371K | Hold |
15,414
| – | – | 0.06% | 216 |
|
|
2020
Q2 | $366K | Hold |
15,414
| – | – | 0.07% | 186 |
|
|
2020
Q1 | $327K | Sell |
15,414
-185
| -1% | -$5.55K | 0.07% | 197 |
|
|
2019
Q4 | $549K | Sell |
15,599
-250
| -2% | -$8.08K | 0.1% | 196 |
|
|
2019
Q3 | $462K | Sell |
15,849
-502
| -3% | -$14.4K | 0.1% | 202 |
|
|
2019
Q2 | $474K | Sell |
16,351
-1
| -0% | -$29 | 0.1% | 214 |
|
|
2019
Q1 | $451K | Sell |
16,352
-216
| -1% | -$6.1K | 0.1% | 215 |
|
|
2018
Q4 | $408K | Sell |
16,568
-90
| -0.5% | -$2.44K | 0.11% | 182 |
|
|
2018
Q3 | $491K | Sell |
16,658
-969
| -5% | -$29.5K | 0.1% | 218 |
|
|
2018
Q2 | $497K | Sell |
17,627
-47,449
| -73% | -$1.42M | 0.12% | 189 |
|
|
2018
Q1 | $1.95M | Sell |
65,076
-21
| -0% | -$660 | 0.47% | 58 |
|
|
2017
Q4 | $1.92M | Buy |
65,097
+14,225
| +28% | +$392K | 0.45% | 61 |
|
|
2017
Q3 | $1.29M | Buy |
50,872
+10,928
| +27% | +$265K | 0.33% | 84 |
|
|
2017
Q2 | $969K | Sell |
39,944
-639
| -2% | -$14.9K | 0.26% | 110 |
|
|
2017
Q1 | $957K | Buy |
40,583
+23,499
| +138% | +$558K | 0.25% | 114 |
|
|
2016
Q4 | $378K | Hold |
17,084
| – | – | 0.11% | 202 |
|
|
2016
Q3 | $267K | Buy |
17,084
+1,692
| +11% | +$25.2K | 0.08% | 224 |
|
|
2016
Q2 | $204K | Sell |
15,392
-119
| -0.8% | -$1.67K | 0.06% | 241 |
|
|
2016
Q1 | $210K | Sell |
15,511
-248
| -2% | -$3.35K | 0.06% | 217 |
|
|
2015
Q4 | $265K | Buy |
15,759
+52
| +0.3% | +$879 | 0.08% | 194 |
|
|
2015
Q3 | $245K | Sell |
15,707
-2,481
| -14% | -$41.7K | 0.08% | 181 |
|
|
2015
Q2 | $310K | Buy |
18,188
+884
| +5% | +$14.6K | 0.08% | 184 |
|
|
2015
Q1 | $266K | Sell |
17,304
-371
| -2% | -$5.96K | 0.07% | 199 |
|
|
2014
Q4 | $316K | Buy |
17,675
+8
| +0% | +$137 | 0.08% | 192 |
|
|
2014
Q3 | $301K | Buy |
17,667
+394
| +2% | +$6.27K | 0.08% | 193 |
|
|
2014
Q2 | $265K | Sell |
17,273
-1,353
| -7% | -$21K | 0.07% | 211 |
|
|
2014
Q1 | $320K | Sell |
18,626
-142
| -0.8% | -$2.39K | 0.09% | 195 |
|
|
2013
Q4 | $292K | Buy |
18,768
+1
| +0% | +$15 | 0.08% | 213 |
|
|
2013
Q3 | $259K | Sell |
18,767
-150
| -0.8% | -$2.14K | 0.08% | 208 |
|
|
2013
Q2 | $243K | Buy |
+18,917
| New | +$241K | 0.08% | 204 |
|
Other funds holding BAC
Sheets Smith Wealth Management's BAC Position: Q2 2026 in Review
Sheets Smith Wealth Management increased its Bank of America (BAC) stake by 0.11% in Q2 2026, buying an estimated $745 and bringing the position to 12,415 shares worth $707K. The position accounts for 0.07% of the portfolio, ranked #255.
Sheets Smith Wealth Management first reported a position in BAC in Q2 2013 and has held it in 53 quarters since. The position peaked at $1.95M in Q1 2018. 3,597 funds tracked by Wall St. Rank hold BAC as of Q2 2026.
- Sheets Smith Wealth Management held 12,415 shares of Bank of America worth $707K as of Q2 2026.
- Sheets Smith Wealth Management bought 14 Bank of America shares in Q2 2026, an estimated $745.
- Bank of America made up 0.07% of Sheets Smith Wealth Management's portfolio in Q2 2026, its #255 holding.
- Sheets Smith Wealth Management first reported a position in Bank of America in Q2 2013 and has held it in 53 quarters since.
- Sheets Smith Wealth Management's Bank of America position peaked at $1.95M in Q1 2018.
- 3,597 funds tracked by Wall St. Rank held Bank of America as of Q2 2026.
Based on Sheets Smith Wealth Management's 13F filing for Q2 2026, filed 13 Jul 2026.