Smith Shellnut Wilson’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 | $2.97M | Hold |
52,070
| – | – | 1.11% | 20 |
|
|
2026
Q1 | $2.54M | Sell |
52,070
-4,058
| -7% | -$209K | 1.11% | 23 |
|
|
2025
Q4 | $3.09M | Hold |
56,128
| – | – | 1.18% | 18 |
|
|
2025
Q3 | $2.9M | Buy |
56,128
+62
| +0.1% | +$3.02K | 1.11% | 18 |
|
|
2025
Q2 | $2.65M | Hold |
56,066
| – | – | 1.15% | 17 |
|
|
2025
Q1 | $2.34M | Hold |
56,066
| – | – | 1.07% | 21 |
|
|
2024
Q4 | $2.46M | Sell |
56,066
-54
| -0.1% | -$2.38K | 1.09% | 23 |
|
|
2024
Q3 | $2.23M | Hold |
56,120
| – | – | 1.01% | 25 |
|
|
2024
Q2 | $2.23M | Sell |
56,120
-100
| -0.2% | -$3.83K | 1.08% | 23 |
|
|
2024
Q1 | $2.13M | Hold |
56,220
| – | – | 1.13% | 22 |
|
|
2023
Q4 | $1.89M | Hold |
56,220
| – | – | 1.09% | 22 |
|
|
2023
Q3 | $1.54M | Hold |
56,220
| – | – | 0.94% | 24 |
|
|
2023
Q2 | $1.61M | Hold |
56,220
| – | – | 0.91% | 26 |
|
|
2023
Q1 | $1.61M | Hold |
56,220
| – | – | 0.98% | 25 |
|
|
2022
Q4 | $1.86M | Hold |
56,220
| – | – | 1.15% | 23 |
|
|
2022
Q3 | $1.7M | Hold |
56,220
| – | – | 1.13% | 24 |
|
|
2022
Q2 | $1.75M | Hold |
56,220
| – | – | 1.08% | 24 |
|
|
2022
Q1 | $2.32M | Hold |
56,220
| – | – | 1.21% | 21 |
|
|
2021
Q4 | $2.5M | Sell |
56,220
-118
| -0.2% | -$5.38K | 1.24% | 21 |
|
|
2021
Q3 | $2.39M | Hold |
56,338
| – | – | 1.38% | 20 |
|
|
2021
Q2 | $2.32M | Sell |
56,338
-164
| -0.3% | -$6.72K | 1.35% | 20 |
|
|
2021
Q1 | $2.19M | Hold |
56,502
| – | – | 1.33% | 20 |
|
|
2020
Q4 | $1.71M | Buy |
56,502
+51
| +0.1% | +$1.37K | 1.02% | 23 |
|
|
2020
Q3 | $1.36M | Sell |
56,451
-161
| -0.3% | -$4.01K | 0.51% | 31 |
|
|
2020
Q2 | $1.34M | Sell |
56,612
-1,050
| -2% | -$24.8K | 0.96% | 23 |
|
|
2020
Q1 | $1.22M | Hold |
57,662
| – | – | 1.03% | 22 |
|
|
2019
Q4 | $2.03M | Buy |
57,662
+4,513
| +8% | +$146K | 1.35% | 23 |
|
|
2019
Q3 | $1.55M | Hold |
53,149
| – | – | 1.15% | 24 |
|
|
2019
Q2 | $1.54M | Buy |
53,149
+326
| +0.6% | +$9.4K | 1.16% | 24 |
|
|
2019
Q1 | $1.46M | Buy |
52,823
+691
| +1% | +$19.5K | 1.15% | 25 |
|
|
2018
Q4 | $1.28M | Sell |
52,132
-580
| -1% | -$15.7K | 1.38% | 20 |
|
|
2018
Q3 | $1.55M | Buy |
+52,712
| New | +$1.61M | 1.39% | 17 |
|
|
2018
Q1 | $1.6M | Buy |
53,265
+54
| +0.1% | +$1.7K | 1.37% | 21 |
|
|
2017
Q4 | $1.57M | Sell |
53,211
-5,043
| -9% | -$139K | 1.33% | 19 |
|
|
2017
Q3 | $1.48M | Buy |
+58,254
| New | +$1.41M | 1.3% | 17 |
|
|
2017
Q2 | – | Sell |
-61,810
| Closed | -$1.46M | – | 129 |
|
|
2017
Q1 | $1.46M | Buy |
61,810
+1
| +0% | +$24 | 1.34% | 16 |
|
|
2016
Q4 | $1.37M | Buy |
+61,809
| New | +$1.19M | 1.31% | 15 |
|
Other funds holding BAC
Smith Shellnut Wilson's BAC Position: Q2 2026 in Review
Smith Shellnut Wilson held its Bank of America (BAC) position steady in Q2 2026 at 52,070 shares worth $2.97M. The position accounts for 1.11% of the portfolio, ranked #20.
Smith Shellnut Wilson first reported a position in BAC in Q4 2016 and has held it in 37 quarters since. The position peaked at $3.09M in Q4 2025. 3,609 funds tracked by Wall St. Rank hold BAC as of Q2 2026.
- Smith Shellnut Wilson held 52,070 shares of Bank of America worth $2.97M as of Q2 2026.
- Smith Shellnut Wilson left its Bank of America share count unchanged in Q2 2026.
- Bank of America made up 1.11% of Smith Shellnut Wilson's portfolio in Q2 2026, its #20 holding.
- Smith Shellnut Wilson first reported a position in Bank of America in Q4 2016 and has held it in 37 quarters since.
- Smith Shellnut Wilson's Bank of America position peaked at $3.09M in Q4 2025.
- 3,609 funds tracked by Wall St. Rank held Bank of America as of Q2 2026.
Based on Smith Shellnut Wilson's 13F filing for Q2 2026, filed 3 Aug 2026.