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

Whalen 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 		$1.5M Buy
30,815
+16,706
+118% +$862K 0.8% 31
2025
Q4 		$776K Buy
+14,109
New +$746K 0.42% 64

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

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

Whalen Wealth Management increased its Bank of America (BAC) stake by 118% in Q1 2026, buying an estimated $862K and bringing the position to 30,815 shares worth $1.5M. The position accounts for 0.8% of the portfolio, ranked #31.

Whalen Wealth Management first reported a position in BAC in Q4 2025 and has held it in 2 quarters since. 3,459 funds tracked by Wall St. Rank hold BAC as of Q1 2026.

  • Whalen Wealth Management held 30,815 shares of Bank of America worth $1.5M as of Q1 2026.
  • Whalen Wealth Management bought 16,706 Bank of America shares in Q1 2026, an estimated $862K.
  • Bank of America made up 0.8% of Whalen Wealth Management's portfolio in Q1 2026, its #31 holding.
  • Whalen Wealth Management first reported a position in Bank of America in Q4 2025 and has held it in 2 quarters since.
  • 3,459 funds tracked by Wall St. Rank held Bank of America as of Q1 2026.

Based on Whalen Wealth Management's 13F filing for Q1 2026, filed 13 Apr 2026.