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

Wambolt & 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
2025
Q2 		$559K Sell
11,618
-1,550
-12% -$65.2K 0.19% 108
2025
Q1 		$546K Hold
13,168
– – 0.19% 109
2024
Q4 		$579K Sell
13,168
-1,293
-9% -$56.9K 0.19% 112
2024
Q3 		$567K Sell
14,461
-556
-4% -$22.3K 0.16% 119
2024
Q2 		$601K Sell
15,017
-1,282
-8% -$49.1K 0.17% 113
2024
Q1 		$612K Sell
16,299
-10,479
-39% -$360K 0.18% 120
2023
Q4 		$902K Sell
26,778
-3,136
-10% -$91.3K 0.29% 113
2023
Q3 		$799K Sell
29,914
-1,554
-5% -$46K 0.29% 122
2023
Q2 		$903K Sell
31,468
-171
-0.5% -$4.88K 0.32% 109
2023
Q1 		$905K Sell
31,639
-1,717
-5% -$56.7K 0.32% 112
2022
Q4 		$1.1M Sell
33,356
-561
-2% -$19.3K 0.42% 92
2022
Q3 		$1.02M Sell
33,917
-307
-0.9% -$10.3K 0.44% 88
2022
Q2 		$1.06M Sell
34,224
-459
-1% -$16.5K 0.43% 88
2022
Q1 		$1.42M Sell
34,683
-1,808
-5% -$81.6K 0.52% 71
2021
Q4 		$1.62M Sell
36,491
-1,450
-4% -$66.1K 0.59% 59
2021
Q3 		$1.63M Sell
37,941
-175
-0.5% -$7.05K 0.66% 45
2021
Q2 		$1.58M Buy
38,116
+1,770
+5% +$72.6K 0.67% 42
2021
Q1 		$1.44M Buy
36,346
+20
+0.1% +$690 0.75% 42
2020
Q4 		$1.1M Buy
36,326
+202
+0.6% +$5.41K 0.66% 49
2020
Q3 		$870K Sell
36,124
-1,134
-3% -$28.2K 0.65% 50
2020
Q2 		$885K Buy
37,258
+24,558
+193% +$580K 0.7% 45
2020
Q1 		$270K Buy
+12,700
New +$381K 0.28% 122

Other funds holding BAC

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wambolt & Associates's BAC Position: Q2 2025 in Review

Wambolt & Associates reduced its Bank of America (BAC) stake by 12% in Q2 2025, selling an estimated $65.2K and leaving 11,618 shares worth $559K. The position accounts for 0.19% of the portfolio, ranked #108.

Wambolt & Associates first reported a position in BAC in Q1 2020 and has held it in 22 quarters since. The position peaked at $1.63M in Q3 2021. 3,316 funds tracked by Wall St. Rank hold BAC as of Q2 2025.

  • Wambolt & Associates held 11,618 shares of Bank of America worth $559K as of Q2 2025.
  • Wambolt & Associates sold 1,550 Bank of America shares in Q2 2025, an estimated $65.2K.
  • Bank of America made up 0.19% of Wambolt & Associates's portfolio in Q2 2025, its #108 holding.
  • Wambolt & Associates first reported a position in Bank of America in Q1 2020 and has held it in 22 quarters since.
  • Wambolt & Associates's Bank of America position peaked at $1.63M in Q3 2021.
  • 3,316 funds tracked by Wall St. Rank held Bank of America as of Q2 2025.

Based on Wambolt & Associates's 13F filing for Q2 2025, filed 13 Aug 2025.