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Western Wealth Management’s Bank of America BAC Stock Holding History

Western Wealth 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 		$4.74M Buy
97,332
+6,085
+7% +$314K 0.18% 111
2025
Q4 		$5.02M Sell
91,247
-30
-0% -$1.59K 0.23% 83
2025
Q3 		$4.71M Buy
91,277
+958
+1% +$46.7K 0.25% 81
2025
Q2 		$4.27M Buy
90,319
+5,196
+6% +$219K 0.25% 83
2025
Q1 		$3.55M Buy
85,123
+2,295
+3% +$102K 0.24% 86
2024
Q4 		$3.64M Buy
82,828
+884
+1% +$38.9K 0.24% 82
2024
Q3 		$3.25M Buy
81,944
+229
+0.3% +$9.18K 0.19% 109
2024
Q2 		$3.25M Sell
81,715
-72
-0.1% -$2.76K 0.24% 81
2024
Q1 		$3.1M Sell
81,787
-5,222
-6% -$179K 0.24% 83
2023
Q4 		$2.93M Buy
87,009
+158
+0.2% +$4.6K 0.21% 97
2023
Q3 		$2.38M Buy
86,851
+5,279
+6% +$156K 0.2% 106
2023
Q2 		$2.34M Sell
81,572
-4,186
-5% -$119K 0.2% 110
2023
Q1 		$2.45M Buy
85,758
+2,573
+3% +$84.9K 0.23% 103
2022
Q4 		$2.76M Sell
83,185
-17,345
-17% -$597K 0.28% 89
2022
Q3 		$3.08M Buy
100,530
+7,882
+9% +$264K 0.18% 126
2022
Q2 		$2.88M Sell
92,648
-11,966
-11% -$431K 0.17% 138
2022
Q1 		$4.31M Buy
104,614
+48,240
+86% +$2.18M 0.21% 103
2021
Q4 		$2.51M Buy
+56,374
New +$2.57M 0.25% 91
2021
Q2 		$2.31M Buy
56,068
+4,819
+9% +$198K 0.24% 98
2021
Q1 		$1.98M Sell
51,249
-1,500
-3% -$51.8K 0.27% 84
2020
Q4 		$1.6M Sell
52,749
-1,557
-3% -$41.7K 0.23% 103
2020
Q3 		$1.31M Buy
54,306
+484
+0.9% +$12.1K 0.21% 109
2020
Q2 		$1.28M Sell
53,822
-466
-0.9% -$11K 0.23% 108
2020
Q1 		$1.14M Buy
54,288
+1,610
+3% +$48.3K 0.26% 90
2019
Q4 		$1.86M Sell
52,678
-3,857
-7% -$125K 0.28% 83
2019
Q3 		$1.65M Buy
56,535
+254
+0.5% +$7.3K 0.34% 67
2019
Q2 		$1.64M Sell
56,281
-15,015
-21% -$433K 0.22% 94
2019
Q1 		$1.97M Sell
71,296
-1,834
-3% -$51.8K 0.44% 50
2018
Q4 		$1.81M Buy
+73,130
New +$1.98M 0.49% 40

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

Western Wealth Management's BAC Position: Q1 2026 in Review

Western Wealth Management increased its Bank of America (BAC) stake by 6.7% in Q1 2026, buying an estimated $314K and bringing the position to 97,332 shares worth $4.74M. The position accounts for 0.18% of the portfolio, ranked #111.

Western Wealth Management first reported a position in BAC in Q4 2018 and has held it in 29 quarters since. The position peaked at $5.02M in Q4 2025. 3,459 funds tracked by Wall St. Rank hold BAC as of Q1 2026.

  • Western Wealth Management held 97,332 shares of Bank of America worth $4.74M as of Q1 2026.
  • Western Wealth Management bought 6,085 Bank of America shares in Q1 2026, an estimated $314K.
  • Bank of America made up 0.18% of Western Wealth Management's portfolio in Q1 2026, its #111 holding.
  • Western Wealth Management first reported a position in Bank of America in Q4 2018 and has held it in 29 quarters since.
  • Western Wealth Management's Bank of America position peaked at $5.02M in Q4 2025.
  • 3,459 funds tracked by Wall St. Rank held Bank of America as of Q1 2026.

Based on Western Wealth Management's 13F filing for Q1 2026, filed 19 May 2026.