Stone House Investment Management’s Bank of America BAC Stock Holding History

Stone House Investment 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	$16K	Buy	327 +2	+0.6%	+$103	﹤0.01%	299
2025 Q4	$17.9K	Buy	325 +15	+5%	+$793	﹤0.01%	260
2025 Q3	$16K	Buy	310 +25	+9%	+$1.22K	﹤0.01%	243
2025 Q2	$13.5K	Buy	285 +2	+0.7%	+$84	﹤0.01%	241
2025 Q1	$11.8K	Buy	+283	New	+$12.6K	﹤0.01%	238
2024 Q4	–	Sell	-280	Closed	-$11.1K	–	77
2024 Q3	$11.1K	Buy	280 +2	+0.7%	+$80	﹤0.01%	217
2024 Q2	$11.1K	Buy	278 +2	+0.7%	+$77	﹤0.01%	218
2024 Q1	$10.5K	Buy	276 +1	+0.4%	+$34	﹤0.01%	227
2023 Q4	$9.25K	Buy	275 +2	+0.7%	+$58	﹤0.01%	166
2023 Q3	$7.47K	Buy	273 +3	+1%	+$89	﹤0.01%	178
2023 Q2	$7.75K	Sell	270 -1,002	-79%	-$28.6K	﹤0.01%	176
2023 Q1	$36.4K	Buy	+1,272	New	+$42K	0.01%	100
2019 Q2	–	Sell	-3,191	Closed	-$88K	–	47
2019 Q1	$88K	Buy	+3,191	New	+$90.2K	0.05%	66

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

Stone House Investment Management's BAC Position: Q1 2026 in Review

Stone House Investment Management increased its Bank of America (BAC) stake by 0.62% in Q1 2026, buying an estimated $103 and bringing the position to 327 shares worth $16K. The position accounts for ﹤0.01% of the portfolio, ranked #299.

Stone House Investment Management first reported a position in BAC in Q1 2019 and has held it in 13 quarters since. The position peaked at $88K in Q1 2019. 3,461 funds tracked by Wall St. Rank hold BAC as of Q1 2026.

Stone House Investment Management held 327 shares of Bank of America worth $16K as of Q1 2026.
Stone House Investment Management bought 2 Bank of America shares in Q1 2026, an estimated $103.
Bank of America made up ﹤0.01% of Stone House Investment Management's portfolio in Q1 2026, its #299 holding.
Stone House Investment Management first reported a position in Bank of America in Q1 2019 and has held it in 13 quarters since.
Stone House Investment Management's Bank of America position peaked at $88K in Q1 2019.
3,461 funds tracked by Wall St. Rank held Bank of America as of Q1 2026.

Based on Stone House Investment Management's 13F filing for Q1 2026, filed 22 Apr 2026.