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

Waverton 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
2025
Q4 		– Sell
-4,332
Closed -$223K – 13
2025
Q3 		$223K Sell
4,332
-2,200
-34% -$107K ﹤0.01% 98
2025
Q2 		$309K Hold
6,532
– – ﹤0.01% 98
2025
Q1 		$273K Buy
6,532
+310
+5% +$13.8K ﹤0.01% 94
2024
Q4 		$274K Buy
6,222
+990
+19% +$43.6K ﹤0.01% 94
2024
Q3 		$208K Buy
+5,232
New +$210K ﹤0.01% 94
2020
Q4 		– Sell
-12,400
Closed -$298K – 55
2020
Q3 		$298K Hold
12,400
– – 0.01% 52
2020
Q2 		$294K Buy
+12,400
New +$293K 0.02% 51
2016
Q1 		– Sell
-344,470
Closed -$5.8M – 107
2015
Q4 		$5.8M Buy
344,470
+8,000
+2% +$135K 0.44% 40
2015
Q3 		$5.24M Buy
336,470
+97,276
+41% +$1.64M 0.42% 43
2015
Q2 		$4.07M Buy
239,194
+3,243
+1% +$53.4K 0.3% 53
2015
Q1 		$3.63M Sell
235,951
-13,363
-5% -$215K 0.26% 51
2014
Q4 		$4.46M Sell
249,314
-100,990
-29% -$1.73M 0.31% 47
2014
Q3 		$5.97M Sell
350,304
-48,430
-12% -$771K 0.41% 44
2014
Q2 		$6.13M Sell
398,734
-469,796
-54% -$7.3M 0.4% 48
2014
Q1 		$14.9M Buy
868,530
+189,345
+28% +$3.19M 0.71% 36
2013
Q4 		$10.6M Sell
679,185
-60,303
-8% -$895K 0.54% 38
2013
Q3 		$10.2M Buy
739,488
+698,278
+1,694% +$9.97M 0.6% 36
2013
Q2 		$530K Buy
+41,210
New +$525K 0.05% 82

Other funds holding BAC

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
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
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
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Waverton Investment Management's BAC Position: Q4 2025 in Review

Waverton Investment Management sold out of Bank of America (BAC) in Q4 2025, closing a stake of 4,332 shares — an estimated $223K sold.

Waverton Investment Management first reported a position in BAC in Q2 2013 and held it in 18 quarters. The position peaked at $14.9M in Q1 2014. 3,608 funds tracked by Wall St. Rank hold BAC as of Q4 2025.

  • Waverton Investment Management reported no remaining Bank of America position as of Q4 2025 after selling out during the quarter.
  • Waverton Investment Management sold 4,332 Bank of America shares in Q4 2025, an estimated $223K.
  • Waverton Investment Management first reported a position in Bank of America in Q2 2013 and held it in 18 quarters.
  • Waverton Investment Management's Bank of America position peaked at $14.9M in Q1 2014.
  • 3,608 funds tracked by Wall St. Rank held Bank of America as of Q4 2025.

Based on Waverton Investment Management's 13F filing for Q4 2025.