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Warwick Investment Management’s Bank of America BAC Stock Holding History

Warwick Investment Management’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 		$707K Buy
12,403
+716
+6% +$38.1K 0.08% 69
2026
Q1 		$570K Sell
11,687
-177
-1% -$9.13K 0.08% 67
2025
Q4 		$653K Buy
11,864
+102
+0.9% +$5.39K 0.1% 70
2025
Q3 		$607K Buy
11,762
+1,160
+11% +$56.6K 0.11% 68
2025
Q2 		$502K Buy
10,602
+2,916
+38% +$123K 0.1% 68
2025
Q1 		$321K Sell
7,686
-879
-10% -$39.2K 0.07% 83
2024
Q4 		$376K Sell
8,565
-123
-1% -$5.41K 0.08% 65
2024
Q3 		$345K Buy
8,688
+65
+0.8% +$2.6K 0.08% 63
2024
Q2 		$343K Buy
8,623
+404
+5% +$15.5K 0.08% 71
2024
Q1 		$312K Buy
+8,219
New +$282K 0.07% 74

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

Warwick Investment Management's BAC Position: Q2 2026 in Review

Warwick Investment Management increased its Bank of America (BAC) stake by 6.1% in Q2 2026, buying an estimated $38.1K and bringing the position to 12,403 shares worth $707K. The position accounts for 0.08% of the portfolio, ranked #69.

Warwick Investment Management first reported a position in BAC in Q1 2024 and has held it in 10 quarters since. 3,609 funds tracked by Wall St. Rank hold BAC as of Q2 2026.

  • Warwick Investment Management held 12,403 shares of Bank of America worth $707K as of Q2 2026.
  • Warwick Investment Management bought 716 Bank of America shares in Q2 2026, an estimated $38.1K.
  • Bank of America made up 0.08% of Warwick Investment Management's portfolio in Q2 2026, its #69 holding.
  • Warwick Investment Management first reported a position in Bank of America in Q1 2024 and has held it in 10 quarters since.
  • 3,609 funds tracked by Wall St. Rank held Bank of America as of Q2 2026.

Based on Warwick Investment Management's 13F filing for Q2 2026, filed 31 Jul 2026.