Bank of America Corporation shares owned by Appleton Partners
Quarter-by-quarter ownership of Bank of America Corporation (BAC) shares owned by Appleton Partners
from 13F filings
Historical chart of Appleton Partners investment in Bank of America Corporation
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All positions including Bank of America Corporation held by Appleton Partners consolidated in one spreadsheet with up to 7 years of data
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Quarterly reported holdings in Bank of America Corporation by Appleton Partners
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $2.1M | 41k | 51.60 |
| 2025-06-30 | $2.0M | 41k | 47.32 |
| 2025-03-31 | $1.9M | 44k | 41.73 |
| 2024-12-31 | $12M | 279k | 43.95 |
| 2024-09-30 | $12M | 295k | 39.68 |
| 2024-06-30 | $12M | 301k | 39.77 |
| 2024-03-31 | $12M | 305k | 37.92 |
| 2023-12-31 | $11M | 318k | 33.67 |
| 2023-09-30 | $8.5M | 309k | 27.38 |
| 2023-06-30 | $8.9M | 311k | 28.69 |
| 2023-03-31 | $9.8M | 343k | 28.60 |
| 2022-12-31 | $11M | 343k | 33.12 |
| 2022-09-30 | $11M | 353k | 30.20 |
| 2022-06-30 | $13M | 407k | 31.13 |
| 2022-03-31 | $17M | 406k | 41.22 |
| 2021-12-31 | $18M | 407k | 44.49 |
| 2021-09-30 | $17M | 394k | 42.45 |
| 2021-06-30 | $16M | 389k | 41.23 |
| 2021-03-31 | $15M | 376k | 38.69 |
| 2020-12-31 | $11M | 364k | 30.31 |
| 2020-09-30 | $8.7M | 361k | 24.09 |
| 2020-06-30 | $8.4M | 354k | 23.75 |
| 2020-03-31 | $7.5M | 354k | 21.23 |
| 2019-12-31 | $13M | 358k | 35.22 |
| 2019-09-30 | $10M | 352k | 29.17 |
| 2019-06-30 | $9.8M | 339k | 29.00 |
| 2019-03-31 | $9.2M | 333k | 27.59 |
| 2018-12-31 | $8.1M | 331k | 24.64 |
| 2018-09-30 | $9.8M | 331k | 29.46 |
| 2018-06-30 | $9.2M | 326k | 28.19 |
| 2018-03-31 | $9.6M | 322k | 29.99 |
| 2017-12-31 | $9.5M | 322k | 29.52 |
| 2017-09-30 | $7.6M | 301k | 25.34 |
| 2017-06-30 | $7.8M | 320k | 24.26 |
| 2017-03-31 | $6.6M | 280k | 23.59 |
| 2016-12-31 | $7.5M | 341k | 22.10 |
| 2016-09-30 | $5.3M | 341k | 15.65 |
| 2016-06-30 | $3.2M | 242k | 13.27 |
| 2016-03-31 | $3.3M | 242k | 13.52 |
| 2015-12-31 | $3.8M | 223k | 16.83 |
| 2015-09-30 | $3.5M | 222k | 15.58 |
| 2015-06-30 | $3.8M | 221k | 17.02 |
| 2015-03-31 | $1.8M | 114k | 15.39 |
| 2014-12-31 | $1.9M | 108k | 17.89 |
| 2014-09-30 | $1.8M | 106k | 17.05 |
| 2014-06-30 | $1.7M | 109k | 15.37 |
| 2014-03-31 | $6.5M | 381k | 17.20 |
| 2013-12-31 | $5.6M | 360k | 15.57 |
| 2013-09-30 | $4.8M | 351k | 13.80 |
| 2013-06-30 | $4.2M | 325k | 12.86 |
| 2012-09-30 | $0 | 65k | 0.00 |
| 2012-06-30 | $466k | 57k | 8.18 |
| 2012-03-31 | $0 | 53k | 0.00 |
| 2011-12-31 | $0 | 51k | 0.00 |
| 2011-09-30 | $0 | 53k | 0.00 |
| 2011-06-30 | $0 | 37k | 0.00 |
| 2011-03-31 | $0 | 39k | 0.00 |