Sweeney & Michel’s Bank of America BAC Stock Holding History

Sweeney & Michel’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	$1.56M	Buy	29,217 +86	+0.3%	+$4.44K	0.46%	42
2025 Q4	$1.57M	Buy	29,131 +75	+0.3%	+$3.96K	0.46%	40
2025 Q3	$1.41M	Sell	29,056 -2,889	-9%	-$141K	0.48%	39
2025 Q2	$1.49M	Sell	31,945 -2,398	-7%	-$101K	0.53%	34
2025 Q1	$1.2M	Buy	+34,343	New	+$1.53M	0.53%	34
2024 Q3	$1.46M	Buy	34,560 +1,529	+5%	+$61.3K	0.58%	32
2024 Q2	$1.37M	Sell	33,031 -2,510	-7%	-$96.2K	0.58%	32
2024 Q1	$1.37M	Buy	+35,541	New	+$1.22M	0.61%	30
2023 Q3	$1.09M	Sell	38,958 -880	-2%	-$26K	0.57%	32
2023 Q2	$1.25M	Buy	39,838 +183	+0.5%	+$5.22K	0.64%	26
2023 Q1	$1.16M	Buy	+39,655	New	+$1.31M	0.62%	27

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

Sweeney & Michel's BAC Position: Q1 2026 in Review

Sweeney & Michel increased its Bank of America (BAC) stake by 0.3% in Q1 2026, buying an estimated $4.44K and bringing the position to 29,217 shares worth $1.56M. The position accounts for 0.46% of the portfolio, ranked #42.

Sweeney & Michel first reported a position in BAC in Q1 2023 and has held it in 11 quarters since. The position peaked at $1.57M in Q4 2025. 3,459 funds tracked by Wall St. Rank hold BAC as of Q1 2026.

Sweeney & Michel held 29,217 shares of Bank of America worth $1.56M as of Q1 2026.
Sweeney & Michel bought 86 Bank of America shares in Q1 2026, an estimated $4.44K.
Bank of America made up 0.46% of Sweeney & Michel's portfolio in Q1 2026, its #42 holding.
Sweeney & Michel first reported a position in Bank of America in Q1 2023 and has held it in 11 quarters since.
Sweeney & Michel's Bank of America position peaked at $1.57M in Q4 2025.
3,459 funds tracked by Wall St. Rank held Bank of America as of Q1 2026.

Based on Sweeney & Michel's 13F filing for Q1 2026, filed 16 Apr 2026.