Wealth Management Associates’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
Q2 | $1.92M | Buy |
33,744
+2,184
| +7% | +$116K | 0.53% | 41 |
|
|
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
Wealth Management Associates's BAC Position: Q2 2026 in Review
Wealth Management Associates increased its Bank of America (BAC) stake by 6.9% in Q2 2026, buying an estimated $116K and bringing the position to 33,744 shares worth $1.92M. The position accounts for 0.53% of the portfolio, ranked #41.
Wealth Management Associates first reported a position in BAC in Q4 2018 and has held it in 31 quarters since. 3,609 funds tracked by Wall St. Rank hold BAC as of Q2 2026.
- Wealth Management Associates held 33,744 shares of Bank of America worth $1.92M as of Q2 2026.
- Wealth Management Associates bought 2,184 Bank of America shares in Q2 2026, an estimated $116K.
- Bank of America made up 0.53% of Wealth Management Associates's portfolio in Q2 2026, its #41 holding.
- Wealth Management Associates first reported a position in Bank of America in Q4 2018 and has held it in 31 quarters since.
- 3,609 funds tracked by Wall St. Rank held Bank of America as of Q2 2026.
Based on Wealth Management Associates's 13F filing for Q2 2026, filed 21 Jul 2026.