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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
Q2 		$1.8M Sell
28,505
-712
-2% -$37.9K 0.47% 40
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
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

Sweeney & Michel's BAC Position: Q2 2026 in Review

Sweeney & Michel reduced its Bank of America (BAC) stake by 2.4% in Q2 2026, selling an estimated $37.9K and leaving 28,505 shares worth $1.8M. The position accounts for 0.47% of the portfolio, ranked #40.

Sweeney & Michel first reported a position in BAC in Q1 2023 and has held it in 12 quarters since. 3,609 funds tracked by Wall St. Rank hold BAC as of Q2 2026.

  • Sweeney & Michel held 28,505 shares of Bank of America worth $1.8M as of Q2 2026.
  • Sweeney & Michel sold 712 Bank of America shares in Q2 2026, an estimated $37.9K.
  • Bank of America made up 0.47% of Sweeney & Michel's portfolio in Q2 2026, its #40 holding.
  • Sweeney & Michel first reported a position in Bank of America in Q1 2023 and has held it in 12 quarters since.
  • 3,609 funds tracked by Wall St. Rank held Bank of America as of Q2 2026.

Based on Sweeney & Michel's 13F filing for Q2 2026, filed 11 Aug 2026.