Wellington Management Group’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 | $2.27B | Sell |
46,629,889
-7,837,250
| -14% | -$404M | 0.42% | 45 |
|
|
2025
Q4 | $3B | Sell |
54,467,139
-22,084,470
| -29% | -$1.17B | 0.53% | 27 |
|
|
2025
Q3 | $3.95B | Sell |
76,551,609
-10,756,352
| -12% | -$525M | 0.69% | 20 |
|
|
2025
Q2 | $4.13B | Sell |
87,307,961
-2,634,576
| -3% | -$111M | 0.75% | 18 |
|
|
2025
Q1 | $3.75B | Buy |
89,942,537
+24,042,326
| +36% | +$1.07B | 0.72% | 21 |
|
|
2024
Q4 | $2.9B | Buy |
65,900,211
+18,705,125
| +40% | +$823M | 0.53% | 39 |
|
|
2024
Q3 | $1.87B | Buy |
47,195,086
+6,588,185
| +16% | +$264M | 0.33% | 77 |
|
|
2024
Q2 | $1.61B | Buy |
40,606,901
+20,626,628
| +103% | +$790M | 0.29% | 82 |
|
|
2024
Q1 | $758M | Buy |
19,980,273
+44,531
| +0.2% | +$1.53M | 0.13% | 168 |
|
|
2023
Q4 | $671M | Sell |
19,935,742
-162,996
| -0.8% | -$4.75M | 0.13% | 172 |
|
|
2023
Q3 | $550M | Buy |
20,098,738
+338,490
| +2% | +$10M | 0.11% | 187 |
|
|
2023
Q2 | $567M | Buy |
19,760,248
+3,640,232
| +23% | +$104M | 0.11% | 192 |
|
|
2023
Q1 | $461M | Sell |
16,120,016
-1,531,595
| -9% | -$50.6M | 0.09% | 216 |
|
|
2022
Q4 | $585M | Sell |
17,651,611
-26,738
| -0.2% | -$921K | 0.12% | 181 |
|
|
2022
Q3 | $534M | Sell |
17,678,349
-5,792,941
| -25% | -$194M | 0.11% | 187 |
|
|
2022
Q2 | $731M | Sell |
23,471,290
-65,662,892
| -74% | -$2.36B | 0.15% | 143 |
|
|
2022
Q1 | $3.67B | Sell |
89,134,182
-32,147,645
| -27% | -$1.45B | 0.63% | 38 |
|
|
2021
Q4 | $5.4B | Sell |
121,281,827
-18,437,650
| -13% | -$840M | 0.86% | 19 |
|
|
2021
Q3 | $5.93B | Sell |
139,719,477
-36,548,957
| -21% | -$1.47B | 1.01% | 12 |
|
|
2021
Q2 | $7.27B | Buy |
176,268,434
+3,730,642
| +2% | +$153M | 1.21% | 9 |
|
|
2021
Q1 | $6.68B | Sell |
172,537,792
-4,839,861
| -3% | -$167M | 1.18% | 10 |
|
|
2020
Q4 | $5.38B | Sell |
177,377,653
-6,117,486
| -3% | -$164M | 0.99% | 16 |
|
|
2020
Q3 | $4.42B | Sell |
183,495,139
-47,507,434
| -21% | -$1.18B | 0.92% | 19 |
|
|
2020
Q2 | $5.49B | Sell |
231,002,573
-5,253,305
| -2% | -$124M | 1.22% | 8 |
|
|
2020
Q1 | $5.02B | Buy |
236,255,878
+3,263,586
| +1% | +$97.8M | 1.33% | 9 |
|
|
2019
Q4 | $8.21B | Sell |
232,992,292
-1,588,600
| -0.7% | -$51.3M | 1.72% | 4 |
|
|
2019
Q3 | $6.84B | Sell |
234,580,892
-656,234
| -0.3% | -$18.9M | 1.54% | 4 |
|
|
2019
Q2 | $6.82B | Buy |
235,237,126
+22,961,000
| +11% | +$662M | 1.51% | 5 |
|
|
2019
Q1 | $5.86B | Buy |
212,276,126
+91,571
| +0% | +$2.59M | 1.33% | 6 |
|
|
2018
Q4 | $5.23B | Buy |
212,184,555
+20,110,007
| +10% | +$546M | 1.31% | 8 |
|
|
2018
Q3 | $5.66B | Sell |
192,074,548
-8,767,611
| -4% | -$267M | 1.19% | 8 |
|
|
2018
Q2 | $5.66B | Sell |
200,842,159
-10,041,693
| -5% | -$300M | 1.26% | 8 |
|
|
2018
Q1 | $6.32B | Buy |
210,883,852
+21,171,310
| +11% | +$665M | 1.43% | 5 |
|
|
2017
Q4 | $5.6B | Buy |
189,712,542
+12,018,745
| +7% | +$331M | 1.24% | 6 |
|
|
2017
Q3 | $4.5B | Sell |
177,693,797
-13,999,783
| -7% | -$340M | 1.03% | 10 |
|
|
2017
Q2 | $4.65B | Sell |
191,693,580
-6,992,200
| -4% | -$163M | 1.1% | 11 |
|
|
2017
Q1 | $4.69B | Sell |
198,685,780
-5,625,097
| -3% | -$133M | 1.13% | 11 |
|
|
2016
Q4 | $4.52B | Buy |
204,310,877
+33,037,351
| +19% | +$636M | 1.13% | 11 |
|
|
2016
Q3 | $2.68B | Buy |
171,273,526
+9,391,599
| +6% | +$140M | 0.67% | 32 |
|
|
2016
Q2 | $2.15B | Sell |
161,881,927
-9,140,573
| -5% | -$128M | 0.56% | 43 |
|
|
2016
Q1 | $2.31B | Buy |
171,022,500
+7,721,717
| +5% | +$104M | 0.61% | 33 |
|
|
2015
Q4 | $2.75B | Buy |
163,300,783
+13,657,879
| +9% | +$231M | 0.72% | 31 |
|
|
2015
Q3 | $2.33B | Buy |
149,642,904
+15,407,412
| +11% | +$259M | 0.65% | 33 |
|
|
2015
Q2 | $2.28B | Buy |
134,235,492
+84,754,254
| +171% | +$1.4B | 0.59% | 36 |
|
|
2015
Q1 | $762M | Sell |
49,481,238
-87,015
| -0.2% | -$1.4M | 0.2% | 109 |
|
|
2014
Q4 | $887M | Sell |
49,568,253
-649,298
| -1% | -$11.1M | 0.23% | 95 |
|
|
2014
Q3 | $856M | Sell |
50,217,551
-357,696
| -0.7% | -$5.69M | 0.24% | 93 |
|
|
2014
Q2 | $777M | Sell |
50,575,247
-1,446,865
| -3% | -$22.5M | 0.21% | 104 |
|
|
2014
Q1 | $895M | Sell |
52,022,112
-1,231,331
| -2% | -$20.7M | 0.25% | 96 |
|
|
2013
Q4 | $829M | Sell |
53,253,443
-9,083,446
| -15% | -$135M | 0.24% | 101 |
|
|
2013
Q3 | $860M | Sell |
62,336,889
-3,251,231
| -5% | -$46.4M | 0.27% | 83 |
|
|
2013
Q2 | $843M | Buy |
+65,588,120
| New | +$836M | 0.28% | 85 |
|
Other funds holding BAC
VCM
VPM
Wellington Management Group's BAC Position: Q1 2026 in Review
Wellington Management Group reduced its Bank of America (BAC) stake by 14% in Q1 2026, selling an estimated $404M and leaving 46,629,889 shares worth $2.27B. The position accounts for 0.42% of the portfolio, ranked #45.
Wellington Management Group first reported a position in BAC in Q2 2013 and has held it in 52 quarters since. The position peaked at $8.21B in Q4 2019. 3,460 funds tracked by Wall St. Rank hold BAC as of Q1 2026.
- Wellington Management Group held 46,629,889 shares of Bank of America worth $2.27B as of Q1 2026.
- Wellington Management Group sold 7,837,250 Bank of America shares in Q1 2026, an estimated $404M.
- Bank of America made up 0.42% of Wellington Management Group's portfolio in Q1 2026, its #45 holding.
- Wellington Management Group first reported a position in Bank of America in Q2 2013 and has held it in 52 quarters since.
- Wellington Management Group's Bank of America position peaked at $8.21B in Q4 2019.
- 3,460 funds tracked by Wall St. Rank held Bank of America as of Q1 2026.
Based on Wellington Management Group's 13F filing for Q1 2026, filed 15 May 2026.