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Willis Johnson & Associates’s Bank of America BAC Stock Holding History

Willis Johnson & Associates’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 		$999K Sell
20,493
-1,437
-7% -$74.2K 0.06% 75
2025
Q4 		$1.21M Sell
21,930
-546
-2% -$28.9K 0.07% 66
2025
Q3 		$1.16M Buy
22,476
+1,242
+6% +$60.6K 0.07% 70
2025
Q2 		$1M Buy
21,234
+375
+2% +$15.8K 0.07% 68
2025
Q1 		$870K Buy
20,859
+170
+0.8% +$7.58K 0.07% 69
2024
Q4 		$909K Sell
20,689
-1,350
-6% -$59.4K 0.07% 69
2024
Q3 		$875K Sell
22,039
-1,227
-5% -$49.2K 0.07% 66
2024
Q2 		$925K Sell
23,266
-303
-1% -$11.6K 0.08% 62
2024
Q1 		$894K Buy
23,569
+9,065
+63% +$311K 0.08% 62
2023
Q4 		$488K Buy
14,504
+809
+6% +$23.6K 0.04% 81
2023
Q3 		$375K Buy
13,695
+947
+7% +$28K 0.04% 92
2023
Q2 		$366K Sell
12,748
-910
-7% -$26K 0.04% 90
2023
Q1 		$391K Buy
13,658
+1,712
+14% +$56.5K 0.05% 83
2022
Q4 		$396K Sell
11,946
-251
-2% -$8.65K 0.05% 80
2022
Q3 		$368K Buy
+12,197
New +$408K 0.05% 77

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

Willis Johnson & Associates's BAC Position: Q1 2026 in Review

Willis Johnson & Associates reduced its Bank of America (BAC) stake by 6.6% in Q1 2026, selling an estimated $74.2K and leaving 20,493 shares worth $999K. The position accounts for 0.06% of the portfolio, ranked #75.

Willis Johnson & Associates first reported a position in BAC in Q3 2022 and has held it in 15 quarters since. The position peaked at $1.21M in Q4 2025. 3,460 funds tracked by Wall St. Rank hold BAC as of Q1 2026.

  • Willis Johnson & Associates held 20,493 shares of Bank of America worth $999K as of Q1 2026.
  • Willis Johnson & Associates sold 1,437 Bank of America shares in Q1 2026, an estimated $74.2K.
  • Bank of America made up 0.06% of Willis Johnson & Associates's portfolio in Q1 2026, its #75 holding.
  • Willis Johnson & Associates first reported a position in Bank of America in Q3 2022 and has held it in 15 quarters since.
  • Willis Johnson & Associates's Bank of America position peaked at $1.21M in Q4 2025.
  • 3,460 funds tracked by Wall St. Rank held Bank of America as of Q1 2026.

Based on Willis Johnson & Associates's 13F filing for Q1 2026, filed 23 Apr 2026.