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WealthBridge Capital Management’s Bank of America BAC Stock Holding History

WealthBridge Capital 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
2026
Q1 		$385K Buy
7,899
+12
+0.2% +$619 0.09% 153
2025
Q4 		$434K Buy
7,887
+10
+0.1% +$529 0.1% 136
2025
Q3 		$406K Buy
7,877
+11
+0.1% +$537 0.1% 144
2025
Q2 		$372K Buy
7,866
+11
+0.1% +$463 0.09% 147
2025
Q1 		$328K Sell
7,855
-383
-5% -$17.1K 0.09% 145
2024
Q4 		$362K Buy
8,238
+114
+1% +$5.02K 0.1% 131
2024
Q3 		$322K Buy
8,124
+1,515
+23% +$60.7K 0.09% 148
2024
Q2 		$263K Buy
6,609
+28
+0.4% +$1.07K 0.09% 149
2024
Q1 		$250K Buy
6,581
+16
+0.2% +$549 0.08% 154
2023
Q4 		$221K Buy
+6,565
New +$191K 0.08% 159
2023
Q3 		– Sell
-7,800
Closed -$224K – 179
2023
Q2 		$224K Buy
7,800
+200
+3% +$5.71K 0.09% 165
2023
Q1 		$217K Buy
7,600
+700
+10% +$23.1K 0.09% 177
2022
Q4 		$229K Hold
6,900
– – 0.1% 175
2022
Q3 		$215K Hold
6,900
– – 0.09% 180
2022
Q2 		$215K Sell
6,900
-100
-1% -$3.6K 0.09% 180
2022
Q1 		$289K Buy
+7,000
New +$316K 0.11% 139
2019
Q2 		– Sell
-5,689
Closed -$169K – 173
2019
Q1 		$169K Buy
5,689
+118
+2% +$3.33K 0.11% 122
2018
Q4 		$137K Buy
+5,571
New +$151K 0.1% 134

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

WealthBridge Capital Management's BAC Position: Q1 2026 in Review

WealthBridge Capital Management increased its Bank of America (BAC) stake by 0.15% in Q1 2026, buying an estimated $619 and bringing the position to 7,899 shares worth $385K. The position accounts for 0.09% of the portfolio, ranked #153.

WealthBridge Capital Management first reported a position in BAC in Q4 2018 and has held it in 18 quarters since. The position peaked at $434K in Q4 2025. 3,459 funds tracked by Wall St. Rank hold BAC as of Q1 2026.

  • WealthBridge Capital Management held 7,899 shares of Bank of America worth $385K as of Q1 2026.
  • WealthBridge Capital Management bought 12 Bank of America shares in Q1 2026, an estimated $619.
  • Bank of America made up 0.09% of WealthBridge Capital Management's portfolio in Q1 2026, its #153 holding.
  • WealthBridge Capital Management first reported a position in Bank of America in Q4 2018 and has held it in 18 quarters since.
  • WealthBridge Capital Management's Bank of America position peaked at $434K in Q4 2025.
  • 3,459 funds tracked by Wall St. Rank held Bank of America as of Q1 2026.

Based on WealthBridge Capital Management's 13F filing for Q1 2026, filed 17 Apr 2026.