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

Westend 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	$6.09K	Sell	125 -2,665	-96%	-$138K	﹤0.01%	183
2025 Q4	$153K	Buy	2,790 +2,660	+2,046%	+$141K	0.04%	54
2025 Q3	$6.71K	Buy	+130	New	+$6.34K	﹤0.01%	166
2025 Q1	–	Sell	-282	Closed	-$12.4K	–	236
2024 Q4	$12.4K	Hold	282	–	–	﹤0.01%	106
2024 Q3	$11.2K	Buy	+282	New	+$11.3K	﹤0.01%	117
2024 Q2	–	Sell	-54	Closed	-$2.05K	–	240
2024 Q1	$2.05K	Buy	+54	New	+$1.85K	﹤0.01%	230
2016 Q3	$188K	Hold	12,025	–	–	0.26%	58
2016 Q2	$160K	Hold	12,025	–	–	0.23%	61
2016 Q1	$163K	Sell	12,025 -116,872	-91%	-$1.58M	0.22%	60
2015 Q4	$2.17M	Buy	128,897 +640	+0.5%	+$10.8K	2.98%	12
2015 Q3	$2.07M	Buy	128,257 +2,816	+2%	+$47.4K	2.62%	14
2015 Q2	$2.07M	Buy	125,441 +1,395	+1%	+$23K	2.41%	16
2015 Q1	$1.95M	Sell	124,046 -12,829	-9%	-$206K	2.3%	17
2014 Q4	$2.45M	Sell	136,875 -23,607	-15%	-$404K	2.82%	12
2014 Q3	$2.6M	Buy	160,482 +56,693	+55%	+$903K	2.84%	10
2014 Q2	$1.61M	Buy	+103,789	New	+$1.61M	1.92%	24

Other funds holding BAC

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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 Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

Westend Capital Management reduced its Bank of America (BAC) stake by 96% in Q1 2026, selling an estimated $138K and leaving 125 shares worth $6.09K. The position accounts for ﹤0.01% of the portfolio, ranked #183.

Westend Capital Management first reported a position in BAC in Q2 2014 and has held it in 16 quarters since. The position peaked at $2.6M in Q3 2014. 3,459 funds tracked by Wall St. Rank hold BAC as of Q1 2026.

Westend Capital Management held 125 shares of Bank of America worth $6.09K as of Q1 2026.
Westend Capital Management sold 2,665 Bank of America shares in Q1 2026, an estimated $138K.
Bank of America made up ﹤0.01% of Westend Capital Management's portfolio in Q1 2026, its #183 holding.
Westend Capital Management first reported a position in Bank of America in Q2 2014 and has held it in 16 quarters since.
Westend Capital Management's Bank of America position peaked at $2.6M in Q3 2014.
3,459 funds tracked by Wall St. Rank held Bank of America as of Q1 2026.

Based on Westend Capital Management's 13F filing for Q1 2026, filed 14 Apr 2026.