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

Shelton 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 		– Sell
-6,379
Closed -$311K – 148
2026
Q1 		$311K Buy
6,379
+3
+0% +$155 0.14% 107
2025
Q4 		$351K Buy
6,376
+549
+9% +$29K 0.15% 106
2025
Q3 		$301K Buy
5,827
+173
+3% +$8.44K 0.14% 110
2025
Q2 		$268K Buy
5,654
+3
+0.1% +$126 0.13% 111
2025
Q1 		$236K Buy
5,651
+3
+0.1% +$134 0.13% 113
2024
Q4 		$248K Hold
5,648
– – 0.13% 114
2024
Q3 		$224K Hold
5,648
– – 0.12% 114
2024
Q2 		$225K Sell
5,648
-1,835
-25% -$70.3K 0.13% 121
2024
Q1 		$284K Sell
7,483
-838
-10% -$28.8K 0.18% 106
2023
Q4 		$280K Sell
8,321
-2,989
-26% -$87K 0.2% 91
2023
Q3 		$310K Sell
11,310
-726
-6% -$21.5K 0.25% 44
2023
Q2 		$345K Buy
12,036
+773
+7% +$22.1K 0.27% 44
2023
Q1 		$322K Buy
11,263
+171
+2% +$5.64K 0.26% 44
2022
Q4 		$367K Sell
11,092
-114
-1% -$3.93K 0.29% 43
2022
Q3 		$338K Buy
11,206
+4
+0% +$134 0.3% 42
2022
Q2 		$349K Buy
11,202
+871
+8% +$31.4K 0.3% 43
2022
Q1 		$426K Sell
10,331
-1
-0% -$45 0.34% 41
2021
Q4 		$460K Buy
+10,332
New +$471K 0.36% 34

Other funds holding BAC

LMFP
Larry Mathis Financial Planning Phoenix, Arizona $124B AUM
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
FWIA
Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
CRM
Cardano Risk Management Rotterdam, Netherlands $13B AUM 49.44% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
OIAM
OFI Invest Asset Management Paris, France $10B AUM 48.47% 1-Year Est. Return
DJC
Daily Journal Corp Los Angeles, California $257M AUM 13.37% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return
EB
Eastern Bank Boston, Massachusetts $6.53B AUM 30.05% 1-Year Est. Return

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

Shelton Wealth Management sold out of Bank of America (BAC) in Q2 2026, closing a stake of 6,379 shares — an estimated $311K sold.

Shelton Wealth Management first reported a position in BAC in Q4 2021 and held it in 18 quarters. The position peaked at $460K in Q4 2021. 744 funds tracked by Wall St. Rank hold BAC as of Q2 2026.

  • Shelton Wealth Management reported no remaining Bank of America position as of Q2 2026 after selling out during the quarter.
  • Shelton Wealth Management sold 6,379 Bank of America shares in Q2 2026, an estimated $311K.
  • Shelton Wealth Management first reported a position in Bank of America in Q4 2021 and held it in 18 quarters.
  • Shelton Wealth Management's Bank of America position peaked at $460K in Q4 2021.
  • 744 funds tracked by Wall St. Rank held Bank of America as of Q2 2026.

Based on Shelton Wealth Management's 13F filing for Q2 2026, filed 13 Jul 2026.