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Shelton Capital Management’s Bank of America BAC Stock Holding History

Shelton Capital 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
2021
Q3 		– Sell
-25,000
Closed -$1.03M – 809
2021
Q2 		$1.03M Buy
+25,000
New +$1.02M 0.04% 274

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

Shelton Capital Management's BAC Position: Q2 2026 in Review

Shelton Capital Management increased its Bank of America (BAC) stake by 12% in Q2 2026, buying an estimated $3.15M and bringing the position to 549,932 shares worth $31.3M. The position accounts for 0.58% of the portfolio, ranked #33.

Shelton Capital Management first reported a position in BAC in Q2 2013 and has held it in 53 quarters since. The position peaked at $42.1M in Q1 2025. 3,612 funds tracked by Wall St. Rank hold BAC as of Q2 2026.

  • Shelton Capital Management held 549,932 shares of Bank of America worth $31.3M as of Q2 2026.
  • Shelton Capital Management bought 59,319 Bank of America shares in Q2 2026, an estimated $3.15M.
  • Bank of America made up 0.58% of Shelton Capital Management's portfolio in Q2 2026, its #33 holding.
  • Shelton Capital Management first reported a position in Bank of America in Q2 2013 and has held it in 53 quarters since.
  • Shelton Capital Management's Bank of America position peaked at $42.1M in Q1 2025.
  • 3,612 funds tracked by Wall St. Rank held Bank of America as of Q2 2026.

Based on Shelton Capital Management's 13F filing for Q2 2026, filed 14 Aug 2026.