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Walsh & Associates’s Bank of America BAC Stock Holding History

Walsh & Associates’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 		$25.6K Sell
450
-8
-2% -$425 0.02% 153
2026
Q1 		$22.3K Buy
458
+8
+2% +$413 0.02% 154
2025
Q4 		$24.8K Buy
+450
New +$23.8K 0.02% 148

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

Walsh & Associates's BAC Position: Q2 2026 in Review

Walsh & Associates reduced its Bank of America (BAC) stake by 1.7% in Q2 2026, selling an estimated $425 and leaving 450 shares worth $25.6K. The position accounts for 0.02% of the portfolio, ranked #153.

Walsh & Associates first reported a position in BAC in Q4 2025 and has held it in 3 quarters since. 3,589 funds tracked by Wall St. Rank hold BAC as of Q2 2026.

  • Walsh & Associates held 450 shares of Bank of America worth $25.6K as of Q2 2026.
  • Walsh & Associates sold 8 Bank of America shares in Q2 2026, an estimated $425.
  • Bank of America made up 0.02% of Walsh & Associates's portfolio in Q2 2026, its #153 holding.
  • Walsh & Associates first reported a position in Bank of America in Q4 2025 and has held it in 3 quarters since.
  • 3,589 funds tracked by Wall St. Rank held Bank of America as of Q2 2026.

Based on Walsh & Associates's 13F filing for Q2 2026, filed 21 Jul 2026.