VWA
BAC icon

VSM Wealth Advisory’s Bank of America BAC Stock Holding History

VSM Wealth Advisory’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 		$55.8K Buy
979
+3
+0.3% +$160 0.01% 206
2026
Q1 		$47.6K Buy
976
+4
+0.4% +$206 0.01% 215
2025
Q4 		$53.4K Sell
972
-9
-0.9% -$476 0.02% 198
2025
Q3 		$50.6K Sell
981
-696
-42% -$34K 0.02% 196
2025
Q2 		$79.4K Buy
1,677
+3
+0.2% +$126 0.03% 166
2025
Q1 		$69.8K Buy
1,674
+5
+0.3% +$223 0.03% 162
2024
Q4 		$73.4K Buy
+1,669
New +$73.4K 0.03% 160

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

VSM Wealth Advisory's BAC Position: Q2 2026 in Review

VSM Wealth Advisory increased its Bank of America (BAC) stake by 0.31% in Q2 2026, buying an estimated $160 and bringing the position to 979 shares worth $55.8K. The position accounts for 0.01% of the portfolio, ranked #206.

VSM Wealth Advisory first reported a position in BAC in Q4 2024 and has held it in 7 quarters since. The position peaked at $79.4K in Q2 2025. 3,597 funds tracked by Wall St. Rank hold BAC as of Q2 2026.

  • VSM Wealth Advisory held 979 shares of Bank of America worth $55.8K as of Q2 2026.
  • VSM Wealth Advisory bought 3 Bank of America shares in Q2 2026, an estimated $160.
  • Bank of America made up 0.01% of VSM Wealth Advisory's portfolio in Q2 2026, its #206 holding.
  • VSM Wealth Advisory first reported a position in Bank of America in Q4 2024 and has held it in 7 quarters since.
  • VSM Wealth Advisory's Bank of America position peaked at $79.4K in Q2 2025.
  • 3,597 funds tracked by Wall St. Rank held Bank of America as of Q2 2026.

Based on VSM Wealth Advisory's 13F filing for Q2 2026, filed 23 Jul 2026.