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West Wealth Group’s Bank of America BAC Stock Holding History

West Wealth Group’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 		$454K Buy
9,308
+2,223
+31% +$115K 0.09% 83
2025
Q4 		$390K Buy
7,085
+281
+4% +$14.9K 0.08% 79
2025
Q3 		$356K Sell
6,804
-1,040
-13% -$50.7K 0.08% 80
2025
Q2 		$356K Buy
7,844
+1,333
+20% +$56.1K 0.09% 75
2025
Q1 		$270K Sell
6,511
-658
-9% -$29.3K 0.08% 82
2024
Q4 		$315K Buy
7,169
+652
+10% +$28.7K 0.09% 67
2024
Q3 		$259K Sell
6,517
-67
-1% -$2.69K 0.08% 73
2024
Q2 		$262K Buy
6,584
+140
+2% +$5.37K 0.09% 68
2024
Q1 		$244K Buy
6,444
+34
+0.5% +$1.17K 0.09% 73
2023
Q4 		$216K Buy
+6,410
New +$187K 0.09% 77
2022
Q1 		– Sell
-4,691
Closed -$208K – 64
2021
Q4 		$208K Buy
+4,691
New +$214K 0.08% 60

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

West Wealth Group's BAC Position: Q1 2026 in Review

West Wealth Group increased its Bank of America (BAC) stake by 31% in Q1 2026, buying an estimated $115K and bringing the position to 9,308 shares worth $454K. The position accounts for 0.09% of the portfolio, ranked #83.

West Wealth Group first reported a position in BAC in Q4 2021 and has held it in 11 quarters since. 3,459 funds tracked by Wall St. Rank hold BAC as of Q1 2026.

  • West Wealth Group held 9,308 shares of Bank of America worth $454K as of Q1 2026.
  • West Wealth Group bought 2,223 Bank of America shares in Q1 2026, an estimated $115K.
  • Bank of America made up 0.09% of West Wealth Group's portfolio in Q1 2026, its #83 holding.
  • West Wealth Group first reported a position in Bank of America in Q4 2021 and has held it in 11 quarters since.
  • 3,459 funds tracked by Wall St. Rank held Bank of America as of Q1 2026.

Based on West Wealth Group's 13F filing for Q1 2026, filed 12 May 2026.