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Woodmont Investment Counsel’s Bank of America BAC Stock Holding History

Woodmont Investment Counsel’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 		$7.9M Buy
138,691
+2,951
+2% +$157K 0.43% 53
2026
Q1 		$6.62M Buy
135,740
+8,139
+6% +$420K 0.41% 54
2025
Q4 		$7.02M Buy
127,601
+3,374
+3% +$178K 0.44% 51
2025
Q3 		$6.41M Buy
124,227
+1,765
+1% +$86.1K 0.42% 52
2025
Q2 		$5.79M Buy
122,462
+2,664
+2% +$112K 0.38% 56
2025
Q1 		$5M Buy
119,798
+8,475
+8% +$378K 0.36% 61
2024
Q4 		$4.89M Buy
111,323
+1,724
+2% +$75.8K 0.36% 60
2024
Q3 		$4.35M Sell
109,599
-784
-0.7% -$31.4K 0.33% 59
2024
Q2 		$4.39M Buy
110,383
+1,008
+0.9% +$38.6K 0.36% 58
2024
Q1 		$4.15M Sell
109,375
-2,852
-3% -$97.9K 0.35% 56
2023
Q4 		$3.78M Sell
112,227
-14,208
-11% -$414K 0.35% 58
2023
Q3 		$3.46M Sell
126,435
-4,771
-4% -$141K 0.37% 63
2023
Q2 		$3.76M Sell
131,206
-5,661
-4% -$162K 0.39% 58
2023
Q1 		$3.91M Buy
136,867
+4,501
+3% +$149K 0.42% 58
2022
Q4 		$4.38M Sell
132,366
-1,690
-1% -$58.2K 0.5% 53
2022
Q3 		$4.05M Sell
134,056
-15,262
-10% -$510K 0.51% 54
2022
Q2 		$4.65M Buy
149,318
+3,985
+3% +$143K 0.57% 53
2022
Q1 		$5.99M Buy
145,333
+1,610
+1% +$72.6K 0.69% 39
2021
Q4 		$6.39M Buy
143,723
+5,230
+4% +$238K 0.82% 32
2021
Q3 		$5.88M Buy
138,493
+5,983
+5% +$241K 0.86% 30
2021
Q2 		$5.46M Buy
132,510
+115,059
+659% +$4.72M 0.86% 34
2021
Q1 		$675K Sell
17,451
-1,928
-10% -$66.5K 0.11% 125
2020
Q4 		$587K Sell
19,379
-339
-2% -$9.09K 0.11% 123
2020
Q3 		$475K Sell
19,718
-2,343
-11% -$58.3K 0.1% 127
2020
Q2 		$524K Buy
22,061
+1,027
+5% +$24.3K 0.13% 124
2020
Q1 		$447K Hold
21,034
– – 0.12% 119
2019
Q4 		$741K Sell
21,034
-534
-2% -$17.3K 0.17% 109
2019
Q3 		$629K Sell
21,568
-400
-2% -$11.5K 0.15% 114
2019
Q2 		$637K Hold
21,968
– – 0.16% 113
2019
Q1 		$606K Sell
21,968
-1,900
-8% -$53.7K 0.16% 118
2018
Q4 		$588K Buy
23,868
+10,315
+76% +$280K 0.17% 117
2018
Q3 		$399K Buy
13,553
+2,378
+21% +$72.4K 0.11% 128
2018
Q2 		$315K Sell
11,175
-3,743
-25% -$112K 0.09% 137
2018
Q1 		$447K Sell
14,918
-3,363
-18% -$106K 0.12% 130
2017
Q4 		$540K Hold
18,281
– – 0.14% 131
2017
Q3 		$463K Sell
18,281
-680
-4% -$16.5K 0.13% 134
2017
Q2 		$460K Sell
18,961
-1,500
-7% -$35K 0.13% 132
2017
Q1 		$452K Hold
20,461
– – 0.13% 136
2016
Q4 		$452K Buy
20,461
+2,448
+14% +$47.1K 0.13% 140
2016
Q3 		$282K Sell
18,013
-3,590
-17% -$53.5K 0.08% 155
2016
Q2 		$287K Sell
21,603
-6,961
-24% -$97.8K 0.09% 160
2016
Q1 		$386K Buy
28,564
+4,575
+19% +$61.8K 0.12% 140
2015
Q4 		$404K Hold
23,989
– – 0.12% 144
2015
Q3 		$374K Sell
23,989
-500
-2% -$8.41K 0.11% 145
2015
Q2 		$417K Buy
24,489
+3,616
+17% +$59.6K 0.12% 142
2015
Q1 		$321K Sell
20,873
-450
-2% -$7.23K 0.1% 146
2014
Q4 		$381K Buy
21,323
+1,350
+7% +$23.1K 0.12% 139
2014
Q3 		$341K Sell
19,973
-375
-2% -$5.97K 0.1% 170
2014
Q2 		$313K Sell
20,348
-175
-0.9% -$2.72K 0.09% 176
2014
Q1 		$353K Sell
20,523
-1,185
-5% -$19.9K 0.1% 169
2013
Q4 		$338K Sell
21,708
-269
-1% -$3.99K 0.1% 166
2013
Q3 		$303K Sell
21,977
-550
-2% -$7.85K 0.11% 143
2013
Q2 		$290K Buy
+22,527
New +$287K 0.1% 172

Other funds holding BAC

Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Parnassus Investments
Parnassus Investments San Francisco, California $37.4B AUM 35.42% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Russell Investments Group
Russell Investments Group London, United Kingdom $114B AUM 41.71% 1-Year Est. Return

Woodmont Investment Counsel's BAC Position: Q2 2026 in Review

Woodmont Investment Counsel increased its Bank of America (BAC) stake by 2.2% in Q2 2026, buying an estimated $157K and bringing the position to 138,691 shares worth $7.9M. The position accounts for 0.43% of the portfolio, ranked #53.

Woodmont Investment Counsel first reported a position in BAC in Q2 2013 and has held it in 53 quarters since. 2,199 funds tracked by Wall St. Rank hold BAC as of Q2 2026.

  • Woodmont Investment Counsel held 138,691 shares of Bank of America worth $7.9M as of Q2 2026.
  • Woodmont Investment Counsel bought 2,951 Bank of America shares in Q2 2026, an estimated $157K.
  • Bank of America made up 0.43% of Woodmont Investment Counsel's portfolio in Q2 2026, its #53 holding.
  • Woodmont Investment Counsel first reported a position in Bank of America in Q2 2013 and has held it in 53 quarters since.
  • 2,199 funds tracked by Wall St. Rank held Bank of America as of Q2 2026.

Based on Woodmont Investment Counsel's 13F filing for Q2 2026, filed 27 Jul 2026.