WBH Advisory’s Bank of America BAC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $1.65M | Sell |
33,422
-111
| -0.3% | -$5.73K | 0.12% | 125 |
|
|
2025
Q4 | $1.84M | Buy |
33,533
+516
| +2% | +$27.3K | 0.14% | 117 |
|
|
2025
Q3 | $1.7M | Sell |
33,017
-63
| -0.2% | -$3.07K | 0.13% | 122 |
|
|
2025
Q2 | $1.57M | Sell |
33,080
-1,173
| -3% | -$49.3K | 0.13% | 117 |
|
|
2025
Q1 | $1.43M | Buy |
34,253
+1,877
| +6% | +$83.6K | 0.13% | 118 |
|
|
2024
Q4 | $1.42M | Sell |
32,376
-112
| -0.3% | -$4.93K | 0.13% | 117 |
|
|
2024
Q3 | $1.29M | Sell |
32,488
-2,993
| -8% | -$120K | 0.12% | 125 |
|
|
2024
Q2 | $1.41M | Sell |
35,481
-2,002
| -5% | -$76.7K | 0.14% | 118 |
|
|
2024
Q1 | $1.42M | Sell |
37,483
-4,080
| -10% | -$140K | 0.15% | 118 |
|
|
2023
Q4 | $1.4M | Sell |
41,563
-1,318
| -3% | -$38.4K | 0.16% | 116 |
|
|
2023
Q3 | $1.17M | Sell |
42,881
-5,122
| -11% | -$152K | 0.14% | 127 |
|
|
2023
Q2 | $1.38M | Sell |
48,003
-5,126
| -10% | -$146K | 0.16% | 119 |
|
|
2023
Q1 | $1.52M | Buy |
+53,129
| New | +$1.75M | 0.19% | 109 |
|
|
2022
Q3 | $1.71M | Sell |
56,470
-2,045
| -3% | -$68.4K | 0.25% | 90 |
|
|
2022
Q2 | $1.84M | Sell |
58,515
-4,221
| -7% | -$152K | 0.25% | 90 |
|
|
2022
Q1 | $2.31M | Sell |
62,736
-4,373
| -7% | -$197K | 0.28% | 79 |
|
|
2021
Q4 | $2.99M | Sell |
67,109
-2,182
| -3% | -$99.4K | 0.34% | 70 |
|
|
2021
Q3 | $2.94M | Sell |
69,291
-669
| -1% | -$26.9K | 0.4% | 56 |
|
|
2021
Q2 | $2.67M | Buy |
69,960
+126
| +0.2% | +$5.17K | 0.39% | 55 |
|
|
2021
Q1 | $2.7M | Buy |
69,834
+25,730
| +58% | +$888K | 0.44% | 54 |
|
|
2020
Q4 | $1.43M | Sell |
44,104
-2,635
| -6% | -$70.6K | 0.25% | 85 |
|
|
2020
Q3 | $1.13M | Sell |
46,739
-2,232
| -5% | -$55.6K | 0.23% | 94 |
|
|
2020
Q2 | $1.16M | Buy |
48,971
+3,070
| +7% | +$72.5K | 0.28% | 89 |
|
|
2020
Q1 | $974 | Sell |
45,901
-1,807
| -4% | -$54.2K | 0.23% | 86 |
|
|
2019
Q4 | $1.68M | Buy |
47,708
+1,603
| +3% | +$51.8K | 0.34% | 66 |
|
|
2019
Q3 | $1.34M | Buy |
46,105
+831
| +2% | +$23.9K | 0.3% | 83 |
|
|
2019
Q2 | $1.31M | Sell |
45,274
-77
| -0.2% | -$2.22K | 0.3% | 80 |
|
|
2019
Q1 | $1.25M | Buy |
45,351
+1,267
| +3% | +$35.8K | 0.3% | 80 |
|
|
2018
Q4 | $1.09K | Buy |
44,084
+898
| +2% | +$24.4K | 0.26% | 87 |
|
|
2018
Q3 | $1.27M | Buy |
43,186
+2,502
| +6% | +$76.2K | 0.31% | 79 |
|
|
2018
Q2 | $1.15M | Sell |
40,684
-297
| -0.7% | -$8.86K | 0.3% | 82 |
|
|
2018
Q1 | $1.23M | Buy |
40,981
+495
| +1% | +$15.5K | 0.33% | 76 |
|
|
2017
Q4 | $1.2M | Buy |
40,486
+1,214
| +3% | +$33.5K | 0.32% | 78 |
|
|
2017
Q3 | $995K | Sell |
39,272
-288
| -0.7% | -$6.99K | 0.28% | 83 |
|
|
2017
Q2 | $959K | Sell |
39,560
-536
| -1% | -$12.5K | 0.27% | 83 |
|
|
2017
Q1 | $945K | Sell |
40,096
-735
| -2% | -$17.4K | 0.28% | 82 |
|
|
2016
Q4 | $902K | Buy |
40,831
+1,935
| +5% | +$37.3K | 0.3% | 78 |
|
|
2016
Q3 | $608K | Buy |
38,896
+25,923
| +200% | +$386K | 0.21% | 106 |
|
|
2016
Q2 | $172K | Buy |
12,973
+277
| +2% | +$3.89K | 0.07% | 192 |
|
|
2016
Q1 | $171K | Sell |
12,696
-73
| -0.6% | -$985 | 0.06% | 193 |
|
|
2015
Q4 | $214 | Sell |
12,769
-683
| -5% | -$11.6K | 0.07% | 185 |
|
|
2015
Q3 | $209K | Buy |
13,452
+1
| +0% | +$17 | 0.09% | 182 |
|
|
2015
Q2 | $228K | Sell |
13,451
-267
| -2% | -$4.4K | 0.09% | 179 |
|
|
2015
Q1 | $211 | Buy |
13,718
+301
| +2% | +$4.83K | 0.06% | 204 |
|
|
2014
Q4 | $240K | Buy |
13,417
+139
| +1% | +$2.38K | 0.09% | 179 |
|
|
2014
Q3 | $226K | Buy |
13,278
+1,401
| +12% | +$22.3K | 0.08% | 185 |
|
|
2014
Q2 | $182K | Hold |
11,877
| – | – | 0.07% | 207 |
|
|
2014
Q1 | $204K | Buy |
11,877
+1,512
| +15% | +$25.4K | 0.08% | 205 |
|
|
2013
Q4 | $161K | Buy |
10,365
+229
| +2% | +$3.4K | 0.06% | 202 |
|
|
2013
Q3 | $140K | Buy |
10,136
+1
| +0% | +$14 | 0.06% | 188 |
|
|
2013
Q2 | $130K | Buy |
+10,135
| New | +$129K | 0.06% | 186 |
|
Other funds holding BAC
VCM
VPM
WBH Advisory's BAC Position: Q1 2026 in Review
WBH Advisory reduced its Bank of America (BAC) stake by 0.33% in Q1 2026, selling an estimated $5.73K and leaving 33,422 shares worth $1.65M. The position accounts for 0.12% of the portfolio, ranked #125.
WBH Advisory first reported a position in BAC in Q2 2013 and has held it in 51 quarters since. The position peaked at $2.99M in Q4 2021. 3,460 funds tracked by Wall St. Rank hold BAC as of Q1 2026.
- WBH Advisory held 33,422 shares of Bank of America worth $1.65M as of Q1 2026.
- WBH Advisory sold 111 Bank of America shares in Q1 2026, an estimated $5.73K.
- Bank of America made up 0.12% of WBH Advisory's portfolio in Q1 2026, its #125 holding.
- WBH Advisory first reported a position in Bank of America in Q2 2013 and has held it in 51 quarters since.
- WBH Advisory's Bank of America position peaked at $2.99M in Q4 2021.
- 3,460 funds tracked by Wall St. Rank held Bank of America as of Q1 2026.
Based on WBH Advisory's 13F filing for Q1 2026, filed 27 Apr 2026.