WP
BAC icon

Westmount Partners’s Bank of America BAC Stock Holding History

Westmount Partners’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
Q2 		$1.18M Buy
20,783
+1,001
+5% +$53.2K 0.26% 82
2026
Q1 		$964K Sell
19,782
-2,506
-11% -$129K 0.24% 85
2025
Q4 		$1.23M Sell
22,288
-108
-0.5% -$5.71K 0.31% 66
2025
Q3 		$1.14M Buy
22,396
+16
+0.1% +$781 0.29% 71
2025
Q2 		$1.06M Buy
22,380
+16
+0.1% +$673 0.29% 71
2025
Q1 		$933K Sell
22,364
-81
-0.4% -$3.61K 0.28% 76
2024
Q4 		$986K Buy
22,445
+2,094
+10% +$92.1K 0.3% 67
2024
Q3 		$808K Sell
20,351
-4,165
-17% -$167K 0.24% 86
2024
Q2 		$981K Sell
24,516
-122
-0.5% -$4.68K 0.32% 65
2024
Q1 		$934K Buy
24,638
+1,151
+5% +$39.5K 0.34% 64
2023
Q4 		$791K Sell
23,487
-357
-1% -$10.4K 0.32% 67
2023
Q3 		$653K Buy
23,844
+698
+3% +$20.7K 0.29% 82
2023
Q2 		$664K Buy
23,146
+2,530
+12% +$72.2K 0.29% 76
2023
Q1 		$590K Sell
20,616
-311
-1% -$10.3K 0.27% 83
2022
Q4 		$693K Buy
+20,927
New +$721K 0.36% 66

Other funds holding BAC

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Westmount Partners's BAC Position: Q2 2026 in Review

Westmount Partners increased its Bank of America (BAC) stake by 5.1% in Q2 2026, buying an estimated $53.2K and bringing the position to 20,783 shares worth $1.18M. The position accounts for 0.26% of the portfolio, ranked #82.

Westmount Partners first reported a position in BAC in Q4 2022 and has held it in 15 quarters since. The position peaked at $1.23M in Q4 2025. 3,609 funds tracked by Wall St. Rank hold BAC as of Q2 2026.

  • Westmount Partners held 20,783 shares of Bank of America worth $1.18M as of Q2 2026.
  • Westmount Partners bought 1,001 Bank of America shares in Q2 2026, an estimated $53.2K.
  • Bank of America made up 0.26% of Westmount Partners's portfolio in Q2 2026, its #82 holding.
  • Westmount Partners first reported a position in Bank of America in Q4 2022 and has held it in 15 quarters since.
  • Westmount Partners's Bank of America position peaked at $1.23M in Q4 2025.
  • 3,609 funds tracked by Wall St. Rank held Bank of America as of Q2 2026.

Based on Westmount Partners's 13F filing for Q2 2026, filed 7 Jul 2026.