Stone Summit Wealth’s Bank of America BAC Stock Holding History

Stone Summit Wealth’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	$644K	Sell	13,200 -1,050	-7%	-$54.2K	0.18%	80
2025 Q4	$784K	Sell	14,250 -100	-0.7%	-$5.29K	0.21%	73
2025 Q3	$740K	Buy	14,350 +4,450	+45%	+$217K	0.21%	77
2025 Q2	$468K	Hold	9,900	–	–	0.15%	106
2025 Q1	$413K	Hold	9,900	–	–	0.14%	107
2024 Q4	$435K	Sell	9,900 -500	-5%	-$22K	0.15%	107
2024 Q3	$413K	Sell	10,400 -100	-1%	-$4.01K	0.13%	113
2024 Q2	$418K	Sell	10,500 -100	-0.9%	-$3.83K	0.15%	106
2024 Q1	$402K	Sell	10,600 -120	-1%	-$4.12K	0.14%	108
2023 Q4	$361K	Sell	10,720 -1,346	-11%	-$39.2K	0.14%	116
2023 Q3	$330K	Buy	12,066 +1,000	+9%	+$29.6K	0.14%	118
2023 Q2	$317K	Sell	11,066 -35	-0.3%	-$999	0.13%	115
2023 Q1	$317K	Sell	11,101 -125	-1%	-$4.13K	0.14%	112
2022 Q4	$372K	Hold	11,226	–	–	0.18%	102
2022 Q3	$339K	Hold	11,226	–	–	0.21%	97
2022 Q2	$350K	Buy	11,226 +500	+5%	+$18K	0.21%	97
2022 Q1	$438K	Buy	+10,726	New	+$484K	0.25%	92

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 Summit Wealth's BAC Position: Q1 2026 in Review

Stone Summit Wealth reduced its Bank of America (BAC) stake by 7.4% in Q1 2026, selling an estimated $54.2K and leaving 13,200 shares worth $644K. The position accounts for 0.18% of the portfolio, ranked #80.

Stone Summit Wealth first reported a position in BAC in Q1 2022 and has held it in 17 quarters since. The position peaked at $784K in Q4 2025. 3,459 funds tracked by Wall St. Rank hold BAC as of Q1 2026.

Stone Summit Wealth held 13,200 shares of Bank of America worth $644K as of Q1 2026.
Stone Summit Wealth sold 1,050 Bank of America shares in Q1 2026, an estimated $54.2K.
Bank of America made up 0.18% of Stone Summit Wealth's portfolio in Q1 2026, its #80 holding.
Stone Summit Wealth first reported a position in Bank of America in Q1 2022 and has held it in 17 quarters since.
Stone Summit Wealth's Bank of America position peaked at $784K in Q4 2025.
3,459 funds tracked by Wall St. Rank held Bank of America as of Q1 2026.

Based on Stone Summit Wealth's 13F filing for Q1 2026, filed 23 Apr 2026.