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

Westfield 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 		$52M Sell
1,066,885
-2,756,724
-72% -$142M 0.22% 139
2025
Q4 		$210M Sell
3,823,609
-37,494
-1% -$1.98M 0.88% 20
2025
Q3 		$199M Sell
3,861,103
-356,657
-8% -$17.4M 0.84% 24
2025
Q2 		$200M Buy
4,217,760
+873,264
+26% +$36.7M 0.84% 25
2025
Q1 		$140M Buy
3,344,496
+1,150,471
+52% +$51.3M 0.68% 38
2024
Q4 		$96.4M Buy
2,194,025
+370,358
+20% +$16.3M 0.42% 71
2024
Q3 		$72.4M Buy
1,823,667
+1,579,767
+648% +$63.3M 0.33% 102
2024
Q2 		$9.7M Buy
243,900
+14,312
+6% +$548K 0.05% 197
2024
Q1 		$8.71M Buy
229,588
+14,672
+7% +$504K 0.05% 200
2023
Q4 		$7.24M Buy
214,916
+4,830
+2% +$141K 0.04% 197
2023
Q3 		$5.75M Buy
210,086
+10,590
+5% +$313K 0.04% 195
2023
Q2 		$5.72M Buy
199,496
+12,761
+7% +$364K 0.04% 191
2023
Q1 		$5.34M Sell
186,735
-1,311,916
-88% -$43.3M 0.04% 192
2022
Q4 		$49.6M Buy
+1,498,651
New +$51.6M 0.38% 105
2022
Q1 		– Sell
-133,416
Closed -$5.94M – 237
2021
Q4 		$5.94M Buy
+133,416
New +$6.08M 0.04% 196
2019
Q3 		– Sell
-3,427,007
Closed -$99.4M – 239
2019
Q2 		$99.4M Buy
3,427,007
+461,396
+16% +$13.3M 0.75% 43
2019
Q1 		$81.8M Sell
2,965,611
-690,589
-19% -$19.5M 0.62% 55
2018
Q4 		$90.1M Buy
3,656,200
+3,558,270
+3,633% +$96.5M 0.77% 40
2018
Q3 		$2.88M Sell
97,930
-1,480
-1% -$45.1K 0.02% 223
2018
Q2 		$2.8M Sell
99,410
-3,045,373
-97% -$90.9M 0.02% 224
2018
Q1 		$94.3M Sell
3,144,783
-610,933
-16% -$19.2M 0.73% 43
2017
Q4 		$111M Buy
3,755,716
+253,062
+7% +$6.98M 0.85% 28
2017
Q3 		$88.8M Buy
+3,502,654
New +$85M 0.68% 46
2016
Q1 		– Sell
-343,650
Closed -$5.78M – 267
2015
Q4 		$5.78M Hold
343,650
– – 0.04% 214
2015
Q3 		$5.35M Buy
343,650
+285,300
+489% +$4.8M 0.04% 205
2015
Q2 		$993K Buy
+58,350
New +$962K 0.01% 254

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

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

Westfield Capital Management reduced its Bank of America (BAC) stake by 72% in Q1 2026, selling an estimated $142M and leaving 1,066,885 shares worth $52M. The position accounts for 0.22% of the portfolio, ranked #139.

Westfield Capital Management first reported a position in BAC in Q2 2015 and has held it in 26 quarters since. The position peaked at $210M in Q4 2025. 3,459 funds tracked by Wall St. Rank hold BAC as of Q1 2026.

  • Westfield Capital Management held 1,066,885 shares of Bank of America worth $52M as of Q1 2026.
  • Westfield Capital Management sold 2,756,724 Bank of America shares in Q1 2026, an estimated $142M.
  • Bank of America made up 0.22% of Westfield Capital Management's portfolio in Q1 2026, its #139 holding.
  • Westfield Capital Management first reported a position in Bank of America in Q2 2015 and has held it in 26 quarters since.
  • Westfield Capital Management's Bank of America position peaked at $210M in Q4 2025.
  • 3,459 funds tracked by Wall St. Rank held Bank of America as of Q1 2026.

Based on Westfield Capital Management's 13F filing for Q1 2026, filed 11 May 2026.