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Watts Gwilliam & Co’s Bank of America BAC Stock Holding History

Watts Gwilliam & Co’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
Q3 		$1.07M Buy
20,738
+1
+0% +$49 0.17% 86
2025
Q2 		$1.08M Sell
20,737
-35,972
-63% -$1.51M 0.18% 84
2025
Q1 		$2.37M Buy
56,709
+191
+0.3% +$8.51K 0.51% 43
2024
Q4 		$2.6M Sell
56,518
-6,098
-10% -$268K 0.55% 40
2024
Q3 		$2.5M Buy
+62,616
New +$2.51M 0.55% 40
2024
Q1 		$600K Buy
+15,581
New +$535K 0.19% 93

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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Watts Gwilliam & Co's BAC Position: Q3 2025 in Review

Watts Gwilliam & Co increased its Bank of America (BAC) stake by 0% in Q3 2025, buying an estimated $49 and bringing the position to 20,738 shares worth $1.07M. The position accounts for 0.17% of the portfolio, ranked #86.

Watts Gwilliam & Co first reported a position in BAC in Q1 2024 and has held it in 6 quarters since. The position peaked at $2.6M in Q4 2024. 3,360 funds tracked by Wall St. Rank hold BAC as of Q3 2025.

  • Watts Gwilliam & Co held 20,738 shares of Bank of America worth $1.07M as of Q3 2025.
  • Watts Gwilliam & Co bought 1 Bank of America share in Q3 2025, an estimated $49.
  • Bank of America made up 0.17% of Watts Gwilliam & Co's portfolio in Q3 2025, its #86 holding.
  • Watts Gwilliam & Co first reported a position in Bank of America in Q1 2024 and has held it in 6 quarters since.
  • Watts Gwilliam & Co's Bank of America position peaked at $2.6M in Q4 2024.
  • 3,360 funds tracked by Wall St. Rank held Bank of America as of Q3 2025.

Based on Watts Gwilliam & Co's 13F filing for Q3 2025, filed 21 Nov 2025.