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Wealth Management Associates’s Bank of America BAC Stock Holding History

Wealth Management Associates’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 		$1.54M Sell
31,560
-1,557
-5% -$80.3K 0.53% 45
2025
Q4 		$1.82M Sell
33,117
-1,061
-3% -$56.1K 0.63% 37
2025
Q3 		$1.76M Sell
34,178
-392
-1% -$19.1K 0.63% 40
2025
Q2 		$1.64M Sell
34,570
-130
-0.4% -$5.47K 0.64% 37
2025
Q1 		$1.45M Sell
34,700
-11
-0% -$490 0.62% 39
2024
Q4 		$1.53M Sell
34,711
-986
-3% -$43.4K 0.65% 36
2024
Q3 		$1.42M Buy
35,697
+1,853
+5% +$74.3K 0.62% 36
2024
Q2 		$1.35M Hold
33,844
– – 0.63% 37
2024
Q1 		$1.35M Sell
33,844
-1,922
-5% -$66K 0.63% 37
2023
Q4 		$1.2M Sell
35,766
-194
-0.5% -$5.65K 0.64% 39
2023
Q3 		$985K Buy
35,960
+471
+1% +$13.9K 0.58% 40
2023
Q2 		$1.02M Sell
35,489
-945
-3% -$27K 0.58% 40
2023
Q1 		$1.04M Buy
36,434
+60
+0.2% +$1.98K 0.64% 35
2022
Q4 		$1.2M Sell
36,374
-1,331
-4% -$45.8K 0.8% 29
2022
Q3 		$1.14M Buy
37,705
+267
+0.7% +$8.93K 0.8% 29
2022
Q2 		$1.17M Sell
37,438
-1,655
-4% -$59.6K 0.8% 28
2022
Q1 		$1.61M Buy
39,093
+2,043
+6% +$92.2K 0.91% 23
2021
Q4 		$1.65M Sell
37,050
-1,667
-4% -$75.9K 0.89% 23
2021
Q3 		$1.64M Buy
38,717
+48
+0.1% +$1.93K 0.96% 20
2021
Q2 		$1.59M Buy
38,669
+6,861
+22% +$281K 0.9% 21
2021
Q1 		$1.23M Sell
31,808
-515
-2% -$17.8K 0.78% 26
2020
Q4 		$980K Buy
32,323
+56
+0.2% +$1.5K 0.64% 32
2020
Q3 		$777K Buy
32,267
+2,971
+10% +$74K 0.6% 40
2020
Q2 		$696K Buy
29,296
+205
+0.7% +$4.84K 0.59% 47
2020
Q1 		$618K Buy
29,091
+167
+0.6% +$5.01K 0.62% 41
2019
Q4 		$1.02M Buy
28,924
+1,180
+4% +$38.1K 0.73% 32
2019
Q3 		$809K Buy
27,744
+10,407
+60% +$299K 0.65% 35
2019
Q2 		$503K Buy
17,337
+450
+3% +$13K 0.5% 45
2019
Q1 		$466K Buy
16,887
+1,876
+12% +$53K 0.51% 48
2018
Q4 		$370K Buy
+15,011
New +$407K 0.5% 52

Other funds holding BAC

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
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
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wealth Management Associates's BAC Position: Q1 2026 in Review

Wealth Management Associates reduced its Bank of America (BAC) stake by 4.7% in Q1 2026, selling an estimated $80.3K and leaving 31,560 shares worth $1.54M. The position accounts for 0.53% of the portfolio, ranked #45.

Wealth Management Associates first reported a position in BAC in Q4 2018 and has held it in 30 quarters since. The position peaked at $1.82M in Q4 2025. 3,459 funds tracked by Wall St. Rank hold BAC as of Q1 2026.

  • Wealth Management Associates held 31,560 shares of Bank of America worth $1.54M as of Q1 2026.
  • Wealth Management Associates sold 1,557 Bank of America shares in Q1 2026, an estimated $80.3K.
  • Bank of America made up 0.53% of Wealth Management Associates's portfolio in Q1 2026, its #45 holding.
  • Wealth Management Associates first reported a position in Bank of America in Q4 2018 and has held it in 30 quarters since.
  • Wealth Management Associates's Bank of America position peaked at $1.82M in Q4 2025.
  • 3,459 funds tracked by Wall St. Rank held Bank of America as of Q1 2026.

Based on Wealth Management Associates's 13F filing for Q1 2026, filed 13 May 2026.