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West Michigan Advisors’s Bank of America BAC Stock Holding History

West Michigan Advisors’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
Q2 		– Sell
-4,215
Closed -$205K – 317
2026
Q1 		$205K Sell
4,215
-5,351
-56% -$276K 0.05% 289
2025
Q4 		$526K Sell
9,566
-632
-6% -$33.4K 0.12% 162
2025
Q3 		$526K Sell
10,198
-3,690
-27% -$180K 0.13% 140
2025
Q2 		$657K Buy
13,888
+8,438
+155% +$355K 0.19% 95
2025
Q1 		$227K Sell
5,450
-243
-4% -$10.8K 0.08% 187
2024
Q4 		$250K Sell
5,693
-871
-13% -$38.3K 0.08% 195
2024
Q3 		$260K Sell
6,564
-43
-0.7% -$1.72K 0.08% 162
2024
Q2 		$263K Sell
6,607
-30
-0.5% -$1.15K 0.08% 155
2024
Q1 		$252K Buy
+6,637
New +$228K 0.08% 155
2023
Q3 		– Sell
-8,019
Closed -$230K – 154
2023
Q2 		$230K Sell
8,019
-147
-2% -$4.2K 0.09% 188
2023
Q1 		$234K Sell
8,166
-19
-0.2% -$627 0.13% 124
2022
Q4 		$271K Buy
8,185
+73
+0.9% +$2.51K 0.2% 85
2022
Q3 		$245K Sell
8,112
-1,824
-18% -$61K 0.21% 87
2022
Q2 		$309K Buy
9,936
+30
+0.3% +$1.08K 0.27% 80
2022
Q1 		$408K Buy
9,906
+937
+10% +$42.3K 0.28% 69
2021
Q4 		$399K Buy
+8,969
New +$409K 0.3% 66

Other funds holding BAC

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

West Michigan Advisors's BAC Position: Q2 2026 in Review

West Michigan Advisors sold out of Bank of America (BAC) in Q2 2026, closing a stake of 4,215 shares — an estimated $205K sold.

West Michigan Advisors first reported a position in BAC in Q4 2021 and held it in 16 quarters. The position peaked at $657K in Q2 2025. 3,597 funds tracked by Wall St. Rank hold BAC as of Q2 2026.

  • West Michigan Advisors reported no remaining Bank of America position as of Q2 2026 after selling out during the quarter.
  • West Michigan Advisors sold 4,215 Bank of America shares in Q2 2026, an estimated $205K.
  • West Michigan Advisors first reported a position in Bank of America in Q4 2021 and held it in 16 quarters.
  • West Michigan Advisors's Bank of America position peaked at $657K in Q2 2025.
  • 3,597 funds tracked by Wall St. Rank held Bank of America as of Q2 2026.

Based on West Michigan Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.