Stephen W. Kidder’s Bank of America BAC Stock Holding History

Stephen W. Kidder’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	$1.48M	Hold	30,265	–	–	0.43%	37
2025 Q4	$1.66M	Hold	30,265	–	–	0.47%	37
2025 Q3	$1.56M	Sell	30,265 -50	-0.2%	-$2.44K	0.45%	39
2025 Q2	$1.43M	Sell	30,315 -75	-0.2%	-$3.15K	0.43%	38
2025 Q1	$1.27M	Hold	30,390	–	–	0.4%	37
2024 Q4	$1.34M	Sell	30,390 -25	-0.1%	-$1.1K	0.4%	36
2024 Q3	$1.21M	Sell	30,415 -25	-0.1%	-$1K	0.36%	36
2024 Q2	$1.21M	Sell	30,440 -125	-0.4%	-$4.79K	0.38%	36
2024 Q1	$1.16M	Hold	30,565	–	–	0.37%	42
2023 Q4	$1.03M	Sell	30,565 -50	-0.2%	-$1.46K	0.33%	41
2023 Q3	$838K	Sell	30,615 -60	-0.2%	-$1.77K	0.29%	45
2023 Q2	$880K	Sell	30,675 -90	-0.3%	-$2.57K	0.29%	46
2023 Q1	$880K	Hold	30,765	–	–	0.31%	47
2022 Q4	$1.02M	Sell	30,765 -100	-0.3%	-$3.44K	0.37%	41
2022 Q3	$932K	Sell	30,865 -100	-0.3%	-$3.34K	0.38%	40
2022 Q2	$964K	Sell	30,965 -200	-0.6%	-$7.2K	0.37%	42
2022 Q1	$1.28M	Buy	31,165 +1,100	+4%	+$49.6K	0.41%	43
2021 Q4	$1.34M	Hold	30,065	–	–	0.41%	42
2021 Q3	$1.28M	Hold	30,065	–	–	0.4%	42
2021 Q2	$1.24M	Hold	30,065	–	–	0.38%	43
2021 Q1	$1.16M	Hold	30,065	–	–	0.38%	42
2020 Q4	$911K	Hold	30,065	–	–	0.3%	43
2020 Q3	$724K	Hold	30,065	–	–	0.26%	46
2020 Q2	$714K	Hold	30,065	–	–	0.27%	48
2020 Q1	$638K	Hold	30,065	–	–	0.29%	46
2019 Q4	$1.06M	Hold	30,065	–	–	0.39%	45
2019 Q3	$877K	Hold	30,065	–	–	0.35%	46
2019 Q2	$872K	Hold	30,065	–	–	0.35%	46
2019 Q1	$829K	Hold	30,065	–	–	0.34%	45
2018 Q4	$741K	Hold	30,065	–	–	0.33%	47
2018 Q3	$886K	Hold	30,065	–	–	0.32%	52
2018 Q2	$848K	Hold	30,065	–	–	0.33%	51
2018 Q1	$902K	Hold	30,065	–	–	0.34%	52
2017 Q4	$888K	Hold	30,065	–	–	0.32%	53
2017 Q3	$762K	Hold	30,065	–	–	0.28%	56
2017 Q2	$729K	Hold	30,065	–	–	0.28%	59
2017 Q1	$709K	Buy	30,065 +5,065	+20%	+$120K	0.27%	60
2016 Q4	$552K	Buy	25,000 +7,500	+43%	+$144K	0.22%	64
2016 Q3	$274K	Hold	17,500	–	–	0.11%	87
2016 Q2	$232K	Hold	17,500	–	–	0.09%	96
2016 Q1	$237K	Buy	+17,500	New	+$236K	0.1%	93

Other funds holding BAC

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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 Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Stephen W. Kidder's BAC Position: Q1 2026 in Review

Stephen W. Kidder held its Bank of America (BAC) position steady in Q1 2026 at 30,265 shares worth $1.48M. The position accounts for 0.43% of the portfolio, ranked #37.

Stephen W. Kidder first reported a position in BAC in Q1 2016 and has held it in 41 quarters since. The position peaked at $1.66M in Q4 2025. 3,459 funds tracked by Wall St. Rank hold BAC as of Q1 2026.

Stephen W. Kidder held 30,265 shares of Bank of America worth $1.48M as of Q1 2026.
Stephen W. Kidder left its Bank of America share count unchanged in Q1 2026.
Bank of America made up 0.43% of Stephen W. Kidder's portfolio in Q1 2026, its #37 holding.
Stephen W. Kidder first reported a position in Bank of America in Q1 2016 and has held it in 41 quarters since.
Stephen W. Kidder's Bank of America position peaked at $1.66M in Q4 2025.
3,459 funds tracked by Wall St. Rank held Bank of America as of Q1 2026.

Based on Stephen W. Kidder's 13F filing for Q1 2026, filed 11 May 2026.