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Westshore Wealth’s Bank of America BAC Stock Holding History

Westshore Wealth’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 		$384K Sell
7,869
-1,300
-14% -$67.1K 0.13% 62
2025
Q4 		$504K Buy
9,169
+182
+2% +$9.62K 0.17% 48
2025
Q3 		$464K Buy
8,987
+651
+8% +$31.8K 0.16% 53
2025
Q2 		$394K Sell
8,336
-123
-1% -$5.17K 0.15% 58
2025
Q1 		$353K Sell
8,459
-50
-0.6% -$2.23K 0.15% 62
2024
Q4 		$374K Hold
8,509
– – 0.15% 56
2024
Q3 		$338K Sell
8,509
-159
-2% -$6.37K 0.14% 61
2024
Q2 		$345K Sell
8,668
-52
-0.6% -$1.99K 0.14% 54
2024
Q1 		$331K Sell
8,720
-53
-0.6% -$1.82K 0.14% 60
2023
Q4 		$295K Sell
8,773
-143
-2% -$4.16K 0.14% 59
2023
Q3 		$244K Sell
8,916
-857
-9% -$25.4K 0.14% 70
2023
Q2 		$280K Sell
9,773
-263
-3% -$7.5K 0.14% 73
2023
Q1 		$287K Buy
10,036
+362
+4% +$11.9K 0.15% 72
2022
Q4 		$320K Hold
9,674
– – 0.18% 64
2022
Q3 		$292K Hold
9,674
– – 0.2% 56
2022
Q2 		$301K Sell
9,674
-5,184
-35% -$187K 0.2% 60
2022
Q1 		$612K Buy
14,858
+318
+2% +$14.3K 0.41% 29
2021
Q4 		$647K Buy
14,540
+6,395
+79% +$291K 0.44% 30
2021
Q3 		$346K Buy
8,145
+201
+3% +$8.1K 0.28% 55
2021
Q2 		$328K Buy
7,944
+50
+0.6% +$2.05K 0.17% 89
2021
Q1 		$305K Buy
+7,894
New +$272K 0.17% 89

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

Westshore Wealth's BAC Position: Q1 2026 in Review

Westshore Wealth reduced its Bank of America (BAC) stake by 14% in Q1 2026, selling an estimated $67.1K and leaving 7,869 shares worth $384K. The position accounts for 0.13% of the portfolio, ranked #62.

Westshore Wealth first reported a position in BAC in Q1 2021 and has held it in 21 quarters since. The position peaked at $647K in Q4 2021. 3,462 funds tracked by Wall St. Rank hold BAC as of Q1 2026.

  • Westshore Wealth held 7,869 shares of Bank of America worth $384K as of Q1 2026.
  • Westshore Wealth sold 1,300 Bank of America shares in Q1 2026, an estimated $67.1K.
  • Bank of America made up 0.13% of Westshore Wealth's portfolio in Q1 2026, its #62 holding.
  • Westshore Wealth first reported a position in Bank of America in Q1 2021 and has held it in 21 quarters since.
  • Westshore Wealth's Bank of America position peaked at $647K in Q4 2021.
  • 3,462 funds tracked by Wall St. Rank held Bank of America as of Q1 2026.

Based on Westshore Wealth's 13F filing for Q1 2026, filed 27 May 2026.