Summit Wealth & Retirement Planning’s Bank of America BAC Stock Holding History

Summit Wealth & Retirement Planning’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	$753K	Buy	15,444 +152	+1%	+$7.84K	0.18%	45
2025 Q4	$841K	Sell	15,292 -251	-2%	-$13.3K	0.2%	40
2025 Q3	$802K	Hold	15,543	–	–	0.2%	38
2025 Q2	$735K	Sell	15,543 -951	-6%	-$40K	0.2%	39
2025 Q1	$688K	Buy	16,494 +2,276	+16%	+$101K	0.21%	36
2024 Q4	$625K	Buy	14,218 +945	+7%	+$41.6K	0.19%	35
2024 Q3	$527K	Buy	13,273 +770	+6%	+$30.9K	0.17%	38
2024 Q2	$497K	Sell	12,503 -267	-2%	-$10.2K	0.17%	38
2024 Q1	$484K	Buy	+12,770	New	+$438K	0.17%	37
2021 Q2	–	Sell	-5,462	Closed	-$211K	–	82
2021 Q1	$211K	Buy	+5,462	New	+$188K	0.08%	96
2020 Q1	–	Sell	-5,848	Closed	-$206K	–	114
2019 Q4	$206K	Buy	+5,848	New	+$189K	0.09%	118
2019 Q3	–	Sell	-7,236	Closed	-$210K	–	119
2019 Q2	$210K	Hold	7,236	–	–	0.12%	126
2019 Q1	$200K	Buy	+7,236	New	+$205K	0.12%	127

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

Summit Wealth & Retirement Planning's BAC Position: Q1 2026 in Review

Summit Wealth & Retirement Planning increased its Bank of America (BAC) stake by 0.99% in Q1 2026, buying an estimated $7.84K and bringing the position to 15,444 shares worth $753K. The position accounts for 0.18% of the portfolio, ranked #45.

Summit Wealth & Retirement Planning first reported a position in BAC in Q1 2019 and has held it in 13 quarters since. The position peaked at $841K in Q4 2025. 3,460 funds tracked by Wall St. Rank hold BAC as of Q1 2026.

Summit Wealth & Retirement Planning held 15,444 shares of Bank of America worth $753K as of Q1 2026.
Summit Wealth & Retirement Planning bought 152 Bank of America shares in Q1 2026, an estimated $7.84K.
Bank of America made up 0.18% of Summit Wealth & Retirement Planning's portfolio in Q1 2026, its #45 holding.
Summit Wealth & Retirement Planning first reported a position in Bank of America in Q1 2019 and has held it in 13 quarters since.
Summit Wealth & Retirement Planning's Bank of America position peaked at $841K in Q4 2025.
3,460 funds tracked by Wall St. Rank held Bank of America as of Q1 2026.

Based on Summit Wealth & Retirement Planning's 13F filing for Q1 2026, filed 11 May 2026.