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Tempus Wealth Planning’s Bank of America BAC Stock Holding History

Tempus Wealth 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
Q2 		$1.82M Buy
31,921
+155
+0.5% +$8.24K 0.36% 79
2026
Q1 		$1.55M Sell
31,766
-47
-0.1% -$2.42K 0.36% 76
2025
Q4 		$1.75M Buy
31,813
+77
+0.2% +$4.07K 0.4% 63
2025
Q3 		$1.64M Sell
31,736
-249
-0.8% -$12.1K 0.38% 68
2025
Q2 		$1.51M Buy
31,985
+594
+2% +$25K 0.38% 71
2025
Q1 		$1.31M Buy
31,391
+51
+0.2% +$2.27K 0.39% 74
2024
Q4 		$1.38M Sell
31,340
-392
-1% -$17.2K 0.42% 67
2024
Q3 		$1.26M Buy
31,732
+13
+0% +$521 0.46% 59
2024
Q2 		$1.26M Buy
31,719
+1,563
+5% +$59.9K 0.53% 50
2024
Q1 		$1.14M Sell
30,156
-33
-0.1% -$1.13K 0.5% 51
2023
Q4 		$1.02M Sell
30,189
-467
-2% -$13.6K 0.45% 65
2023
Q3 		$839K Sell
30,656
-24,872
-45% -$736K 0.42% 60
2023
Q2 		$1.59M Sell
55,528
-16
-0% -$457 0.72% 41
2023
Q1 		$1.59M Sell
55,544
-45
-0.1% -$1.49K 0.78% 28
2022
Q4 		$1.84M Buy
55,589
+332
+0.6% +$11.4K 1.12% 21
2022
Q3 		$1.67M Buy
55,257
+17,433
+46% +$583K 1.11% 21
2022
Q2 		$1.18M Buy
37,824
+1,830
+5% +$65.9K 0.97% 23
2022
Q1 		$1.48M Sell
35,994
-546
-1% -$24.6K 1.06% 24
2021
Q4 		$1.63M Hold
36,540
– – 0.88% 32
2021
Q3 		$1.55M Buy
36,540
+938
+3% +$37.8K 0.88% 30
2021
Q2 		$1.47M Buy
35,602
+9,545
+37% +$391K 0.97% 26
2021
Q1 		$1.01M Buy
26,057
+21
+0.1% +$725 1.07% 25
2020
Q4 		$789K Sell
26,036
-14
-0.1% -$375 1.02% 22
2020
Q3 		$628K Sell
26,050
-4,371
-14% -$109K 0.91% 21
2020
Q2 		$722K Buy
30,421
+34
+0.1% +$803 1.08% 16
2020
Q1 		$645K Sell
30,387
-473
-2% -$14.2K 1.06% 16
2019
Q4 		$1.09M Buy
+30,860
New +$997K 0.96% 16

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

Tempus Wealth Planning's BAC Position: Q2 2026 in Review

Tempus Wealth Planning increased its Bank of America (BAC) stake by 0.49% in Q2 2026, buying an estimated $8.24K and bringing the position to 31,921 shares worth $1.82M. The position accounts for 0.36% of the portfolio, ranked #79.

Tempus Wealth Planning first reported a position in BAC in Q4 2019 and has held it in 27 quarters since. The position peaked at $1.84M in Q4 2022. 3,597 funds tracked by Wall St. Rank hold BAC as of Q2 2026.

  • Tempus Wealth Planning held 31,921 shares of Bank of America worth $1.82M as of Q2 2026.
  • Tempus Wealth Planning bought 155 Bank of America shares in Q2 2026, an estimated $8.24K.
  • Bank of America made up 0.36% of Tempus Wealth Planning's portfolio in Q2 2026, its #79 holding.
  • Tempus Wealth Planning first reported a position in Bank of America in Q4 2019 and has held it in 27 quarters since.
  • Tempus Wealth Planning's Bank of America position peaked at $1.84M in Q4 2022.
  • 3,597 funds tracked by Wall St. Rank held Bank of America as of Q2 2026.

Based on Tempus Wealth Planning's 13F filing for Q2 2026, filed 22 Jul 2026.