Smith Salley 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
Q1 | $7.65M | Buy |
156,904
+8,273
| +6% | +$427K | 0.38% | 60 |
|
|
2025
Q4 | $8.17M | Buy |
148,631
+7,088
| +5% | +$375K | 0.4% | 59 |
|
|
2025
Q3 | $7.3M | Buy |
141,543
+16,169
| +13% | +$789K | 0.38% | 55 |
|
|
2025
Q2 | $5.93M | Buy |
125,374
+3,228
| +3% | +$136K | 0.34% | 59 |
|
|
2025
Q1 | $5.1M | Buy |
122,146
+3,086
| +3% | +$138K | 0.33% | 58 |
|
|
2024
Q4 | $5.23M | Sell |
119,060
-1,126
| -0.9% | -$49.5K | 0.34% | 58 |
|
|
2024
Q3 | $4.77M | Buy |
120,186
+12,317
| +11% | +$494K | 0.31% | 60 |
|
|
2024
Q2 | $4.29M | Buy |
107,869
+1,025
| +1% | +$39.3K | 0.31% | 60 |
|
|
2024
Q1 | $4.05M | Sell |
106,844
-38,271
| -26% | -$1.31M | 0.31% | 60 |
|
|
2023
Q4 | $4.89M | Sell |
145,115
-16,802
| -10% | -$489K | 0.32% | 65 |
|
|
2023
Q3 | $4.43M | Sell |
161,917
-4,009
| -2% | -$119K | 0.33% | 66 |
|
|
2023
Q2 | $4.76M | Buy |
165,926
+91,988
| +124% | +$2.62M | 0.35% | 64 |
|
|
2023
Q1 | $2.11M | Buy |
73,938
+779
| +1% | +$25.7K | 0.17% | 97 |
|
|
2022
Q4 | $2.42M | Buy |
73,159
+1,511
| +2% | +$52K | 0.21% | 87 |
|
|
2022
Q3 | $2.16M | Buy |
71,648
+3,501
| +5% | +$117K | 0.2% | 91 |
|
|
2022
Q2 | $2.12M | Buy |
68,147
+1,691
| +3% | +$60.9K | 0.18% | 97 |
|
|
2022
Q1 | $2.74M | Buy |
66,456
+35,752
| +116% | +$1.61M | 0.21% | 90 |
|
|
2021
Q4 | $1.37M | Buy |
30,704
+1,190
| +4% | +$54.2K | 0.1% | 129 |
|
|
2021
Q3 | $1.25M | Sell |
29,514
-2,057
| -7% | -$82.9K | 0.1% | 128 |
|
|
2021
Q2 | $1.3M | Buy |
31,571
+12,329
| +64% | +$505K | 0.11% | 126 |
|
|
2021
Q1 | $744K | Buy |
19,242
+1,810
| +10% | +$62.5K | 0.07% | 143 |
|
|
2020
Q4 | $528K | Sell |
17,432
-805
| -4% | -$21.6K | 0.05% | 152 |
|
|
2020
Q3 | $439K | Sell |
18,237
-1,765
| -9% | -$43.9K | 0.05% | 137 |
|
|
2020
Q2 | $475K | Sell |
20,002
-732
| -4% | -$17.3K | 0.06% | 130 |
|
|
2020
Q1 | $440K | Sell |
20,734
-837
| -4% | -$25.1K | 0.07% | 124 |
|
|
2019
Q4 | $760K | Sell |
21,571
-1,179
| -5% | -$38.1K | 0.1% | 111 |
|
|
2019
Q3 | $663K | Sell |
22,750
-1,999
| -8% | -$57.5K | 0.09% | 110 |
|
|
2019
Q2 | $718K | Buy |
24,749
+4,639
| +23% | +$134K | 0.11% | 107 |
|
|
2019
Q1 | $554K | Buy |
20,110
+58
| +0.3% | +$1.64K | 0.09% | 116 |
|
|
2018
Q4 | $494K | Sell |
20,052
-116
| -0.6% | -$3.15K | 0.09% | 112 |
|
|
2018
Q3 | $594K | Sell |
20,168
-240
| -1% | -$7.31K | 0.09% | 114 |
|
|
2018
Q2 | $575K | Buy |
20,408
+282
| +1% | +$8.41K | 0.1% | 113 |
|
|
2018
Q1 | $603K | Sell |
20,126
-1,398
| -6% | -$43.9K | 0.11% | 109 |
|
|
2017
Q4 | $635K | Sell |
21,524
-1,897
| -8% | -$52.3K | 0.11% | 109 |
|
|
2017
Q3 | $593K | Sell |
23,421
-2,648
| -10% | -$64.3K | 0.11% | 109 |
|
|
2017
Q2 | $632K | Sell |
26,069
-391
| -1% | -$9.12K | 0.13% | 107 |
|
|
2017
Q1 | $624K | Sell |
26,460
-331
| -1% | -$7.86K | 0.13% | 104 |
|
|
2016
Q4 | $592K | Sell |
26,791
-608
| -2% | -$11.7K | 0.12% | 108 |
|
|
2016
Q3 | $429K | Sell |
27,399
-393,239
| -93% | -$5.86M | 0.1% | 116 |
|
|
2016
Q2 | $5.58M | Buy |
420,638
+5,157
| +1% | +$72.4K | 1.3% | 28 |
|
|
2016
Q1 | $5.62M | Buy |
415,481
+13,454
| +3% | +$182K | 1.41% | 24 |
|
|
2015
Q4 | $6.76M | Buy |
402,027
+7,193
| +2% | +$122K | 1.69% | 13 |
|
|
2015
Q3 | $6.15M | Buy |
394,834
+13,680
| +4% | +$230K | 1.66% | 16 |
|
|
2015
Q2 | $6.49M | Buy |
381,154
+18,068
| +5% | +$298K | 1.65% | 16 |
|
|
2015
Q1 | $5.59M | Buy |
363,086
+29,624
| +9% | +$476K | 1.42% | 21 |
|
|
2014
Q4 | $5.96M | Buy |
333,462
+44,613
| +15% | +$763K | 1.55% | 21 |
|
|
2014
Q3 | $4.92M | Buy |
288,849
+42,409
| +17% | +$675K | 1.31% | 20 |
|
|
2014
Q2 | $3.79M | Sell |
246,440
-42,936
| -15% | -$667K | 1.01% | 30 |
|
|
2014
Q1 | $4.98M | Sell |
289,376
-337
| -0.1% | -$5.67K | 3.11% | 2 |
|
|
2013
Q4 | $4.51M | Buy |
289,713
+2,150
| +0.7% | +$31.9K | 2.94% | 2 |
|
|
2013
Q3 | $3.97M | Sell |
287,563
-13,247
| -4% | -$189K | 3.2% | 3 |
|
|
2013
Q2 | $3.87M | Buy |
+300,810
| New | +$3.84M | 3.11% | 2 |
|
Other funds holding BAC
VCM
VPM
Smith Salley Wealth Management's BAC Position: Q1 2026 in Review
Smith Salley Wealth Management increased its Bank of America (BAC) stake by 5.6% in Q1 2026, buying an estimated $427K and bringing the position to 156,904 shares worth $7.65M. The position accounts for 0.38% of the portfolio, ranked #60.
Smith Salley Wealth Management first reported a position in BAC in Q2 2013 and has held it in 52 quarters since. The position peaked at $8.17M in Q4 2025. 3,459 funds tracked by Wall St. Rank hold BAC as of Q1 2026.
- Smith Salley Wealth Management held 156,904 shares of Bank of America worth $7.65M as of Q1 2026.
- Smith Salley Wealth Management bought 8,273 Bank of America shares in Q1 2026, an estimated $427K.
- Bank of America made up 0.38% of Smith Salley Wealth Management's portfolio in Q1 2026, its #60 holding.
- Smith Salley Wealth Management first reported a position in Bank of America in Q2 2013 and has held it in 52 quarters since.
- Smith Salley Wealth Management's Bank of America position peaked at $8.17M in Q4 2025.
- 3,459 funds tracked by Wall St. Rank held Bank of America as of Q1 2026.
Based on Smith Salley Wealth Management's 13F filing for Q1 2026, filed 16 Apr 2026.