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

Stockman 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 		$15.3M Sell
268,640
-4,988
-2% -$265K 1.58% 20
2026
Q1 		$13.3M Buy
273,628
+11,015
+4% +$568K 1.47% 29
2025
Q4 		$14.4M Buy
262,613
+6,167
+2% +$326K 1.68% 20
2025
Q3 		$13.2M Buy
256,446
+99
+0% +$4.83K 1.64% 20
2025
Q2 		$12.1M Buy
256,347
+6,860
+3% +$289K 1.65% 19
2025
Q1 		$10.4M Buy
249,487
+6,060
+2% +$270K 1.54% 27
2024
Q4 		$10.7M Sell
243,427
-792
-0.3% -$34.8K 1.68% 20
2024
Q3 		$9.69M Buy
244,219
+8,104
+3% +$325K 1.51% 24
2024
Q2 		$9.39M Sell
236,115
-766
-0.3% -$29.4K 1.65% 21
2024
Q1 		$8.98M Buy
236,881
+715
+0.3% +$24.5K 1.59% 23
2023
Q4 		$7.95M Buy
236,166
+6,130
+3% +$178K 1.59% 24
2023
Q3 		$6.3M Sell
230,036
-1,884
-0.8% -$55.7K 1.39% 30
2023
Q2 		$6.65M Buy
231,920
+27,421
+13% +$782K 1.43% 27
2023
Q1 		$5.85M Buy
+204,499
New +$6.75M 1.31% 30
2022
Q1 		– Sell
-5,111
Closed -$227K – 199
2021
Q4 		$227K Buy
5,111
+136
+3% +$6.2K 0.05% 193
2021
Q3 		$211K Sell
4,975
-50
-1% -$2.01K 0.05% 188
2021
Q2 		$207K Sell
5,025
-280
-5% -$11.5K 0.05% 186
2021
Q1 		$205K Buy
+5,305
New +$183K 0.06% 178
2020
Q1 		– Sell
-6,152
Closed -$217K – 161
2019
Q4 		$217K Buy
+6,152
New +$199K 0.08% 156

Other funds holding BAC

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

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

Stockman Wealth Management reduced its Bank of America (BAC) stake by 1.8% in Q2 2026, selling an estimated $265K and leaving 268,640 shares worth $15.3M. The position accounts for 1.58% of the portfolio, ranked #20.

Stockman Wealth Management first reported a position in BAC in Q4 2019 and has held it in 19 quarters since. 3,597 funds tracked by Wall St. Rank hold BAC as of Q2 2026.

  • Stockman Wealth Management held 268,640 shares of Bank of America worth $15.3M as of Q2 2026.
  • Stockman Wealth Management sold 4,988 Bank of America shares in Q2 2026, an estimated $265K.
  • Bank of America made up 1.58% of Stockman Wealth Management's portfolio in Q2 2026, its #20 holding.
  • Stockman Wealth Management first reported a position in Bank of America in Q4 2019 and has held it in 19 quarters since.
  • 3,597 funds tracked by Wall St. Rank held Bank of America as of Q2 2026.

Based on Stockman Wealth Management's 13F filing for Q2 2026, filed 11 Aug 2026.