Western Wealth Management’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
Q2 | $5.47M | Sell |
95,913
-1,419
| -1% | -$75.5K | 0.18% | 117 |
|
|
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 | Sell |
85,123
-3,434
| -4% | -$153K | 0.24% | 86 |
|
|
2024
Q4 | $3.89M | Buy |
88,557
+6,613
| +8% | +$291K | 0.21% | 98 |
|
|
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
Western Wealth Management's BAC Position: Q2 2026 in Review
Western Wealth Management reduced its Bank of America (BAC) stake by 1.5% in Q2 2026, selling an estimated $75.5K and leaving 95,913 shares worth $5.47M. The position accounts for 0.18% of the portfolio, ranked #117.
Western Wealth Management first reported a position in BAC in Q4 2018 and has held it in 30 quarters since. 3,609 funds tracked by Wall St. Rank hold BAC as of Q2 2026.
- Western Wealth Management held 95,913 shares of Bank of America worth $5.47M as of Q2 2026.
- Western Wealth Management sold 1,419 Bank of America shares in Q2 2026, an estimated $75.5K.
- Bank of America made up 0.18% of Western Wealth Management's portfolio in Q2 2026, its #117 holding.
- Western Wealth Management first reported a position in Bank of America in Q4 2018 and has held it in 30 quarters since.
- 3,609 funds tracked by Wall St. Rank held Bank of America as of Q2 2026.
Based on Western Wealth Management's 13F filing for Q2 2026, filed 14 Aug 2026.