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Smith & Howard Wealth Management’s Bank of America BAC Stock Holding History

Smith & Howard 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
Q1 		$213K Hold
4,369
– – 0.05% 84
2025
Q4 		$240K Hold
4,369
– – 0.05% 76
2025
Q3 		$225K Sell
4,369
-1,889
-30% -$92.2K 0.05% 74
2025
Q2 		$296K Sell
6,258
-1,640
-21% -$69K 0.08% 59
2025
Q1 		$330K Sell
7,898
-63
-0.8% -$2.81K 0.09% 55
2024
Q4 		$350K Sell
7,961
-11,688
-59% -$514K 0.1% 54
2024
Q3 		$780K Buy
19,649
+14,228
+262% +$570K 0.22% 39
2024
Q2 		$216K Buy
+5,421
New +$208K 0.06% 81
2022
Q4 		– Sell
-6,895
Closed -$208K – 69
2022
Q3 		$208K Buy
+6,895
New +$231K 0.09% 65
2021
Q4 		– Sell
-4,921
Closed -$209K – 70
2021
Q3 		$209K Buy
+4,921
New +$198K 0.1% 68
2020
Q1 		– Sell
-6,669
Closed -$235K – 67
2019
Q4 		$235K Buy
+6,669
New +$216K 0.08% 75
2017
Q3 		– Sell
-11,281
Closed -$274K – 50
2017
Q2 		$274K Buy
11,281
+129
+1% +$3.01K 0.13% 41
2017
Q1 		$263K Buy
+11,152
New +$265K 0.13% 40
2016
Q2 		– Sell
-14,533
Closed -$196K – 42
2016
Q1 		$196K Buy
14,533
+4,224
+41% +$57K 0.08% 60
2015
Q4 		$174K Buy
+10,309
New +$174K 0.09% 62
2014
Q2 		– Sell
-12,713
Closed -$219K – 46
2014
Q1 		$219K Buy
12,713
+2,004
+19% +$33.7K 0.12% 31
2013
Q4 		$167K Sell
10,709
-7,610
-42% -$113K 0.09% 43
2013
Q3 		$253K Buy
18,319
+4,901
+37% +$70K 0.15% 29
2013
Q2 		$173K Buy
+13,418
New +$171K 0.11% 39

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

Smith & Howard Wealth Management's BAC Position: Q1 2026 in Review

Smith & Howard Wealth Management held its Bank of America (BAC) position steady in Q1 2026 at 4,369 shares worth $213K. The position accounts for 0.05% of the portfolio, ranked #84.

Smith & Howard Wealth Management first reported a position in BAC in Q2 2013 and has held it in 19 quarters since. The position peaked at $780K in Q3 2024. 3,459 funds tracked by Wall St. Rank hold BAC as of Q1 2026.

  • Smith & Howard Wealth Management held 4,369 shares of Bank of America worth $213K as of Q1 2026.
  • Smith & Howard Wealth Management left its Bank of America share count unchanged in Q1 2026.
  • Bank of America made up 0.05% of Smith & Howard Wealth Management's portfolio in Q1 2026, its #84 holding.
  • Smith & Howard Wealth Management first reported a position in Bank of America in Q2 2013 and has held it in 19 quarters since.
  • Smith & Howard Wealth Management's Bank of America position peaked at $780K in Q3 2024.
  • 3,459 funds tracked by Wall St. Rank held Bank of America as of Q1 2026.

Based on Smith & Howard Wealth Management's 13F filing for Q1 2026, filed 27 Apr 2026.