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 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 New York $5.72T AUM 30.48% 1-Year Est. Return

Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Warwick Investment Management's BAC Position: Q1 2026 in Review

Warwick Investment Management reduced its Bank of America (BAC) stake by 1.5% in Q1 2026, selling an estimated $9.13K and leaving 11,687 shares worth $570K. The position accounts for 0.08% of the portfolio, ranked #67.

Warwick Investment Management first reported a position in BAC in Q1 2024 and has held it in 9 quarters since. The position peaked at $653K in Q4 2025. 3,459 funds tracked by Wall St. Rank hold BAC as of Q1 2026.

Warwick Investment Management held 11,687 shares of Bank of America worth $570K as of Q1 2026.
Warwick Investment Management sold 177 Bank of America shares in Q1 2026, an estimated $9.13K.
Bank of America made up 0.08% of Warwick Investment Management's portfolio in Q1 2026, its #67 holding.
Warwick Investment Management first reported a position in Bank of America in Q1 2024 and has held it in 9 quarters since.
Warwick Investment Management's Bank of America position peaked at $653K in Q4 2025.
3,459 funds tracked by Wall St. Rank held Bank of America as of Q1 2026.

Based on Warwick Investment Management's 13F filing for Q1 2026, filed 12 May 2026.