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Bank of America Corporation shares owned by Carlton, Hoffferkamp & Jenks Wealth Management

Quarter-by-quarter ownership of Bank of America Corporation (BAC) shares owned by Carlton, Hoffferkamp & Jenks Wealth Management from 13F filings

Historical chart of Carlton, Hoffferkamp & Jenks Wealth Management investment in Bank of America Corporation

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All positions including Bank of America Corporation held by Carlton, Hoffferkamp & Jenks Wealth Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Bank of America Corporation by Carlton, Hoffferkamp & Jenks Wealth Management

Quarter filed Position value Share count Share price at filing
2025-09-30 $2.1M 39k 53.02
2025-06-30 $1.9M 39k 47.96
2025-03-31 $1.5M 40k 37.33
2024-12-31 $1.9M 40k 47.11
2024-09-30 $1.7M 40k 41.33
2024-06-30 $1.7M 41k 41.28
2024-03-31 $1.6M 41k 37.91
2023-12-31 $1.4M 43k 32.98
2023-09-30 $1.1M 43k 25.55
2023-06-30 $1.3M 42k 31.30
2023-03-31 $1.1M 42k 27.32
2022-12-31 $1.5M 44k 35.45
2022-09-30 $1.5M 44k 34.94
2022-06-30 $1.4M 43k 31.80
2022-03-31 $1.8M 45k 39.67
2021-12-31 $2.0M 45k 45.43
2021-09-30 $2.1M 45k 47.35
2021-06-30 $1.7M 45k 37.92
2021-03-31 $2.0M 51k 39.89
2020-12-31 $1.7M 53k 32.76
2020-09-30 $1.5M 55k 27.33
2020-06-30 $1.4M 55k 25.28
2020-03-31 $1.3M 54k 24.77
2019-12-31 $1.7M 51k 32.85
2019-09-30 $1.5M 53k 28.44
2019-06-30 $1.5M 53k 29.19
2019-03-31 $1.5M 53k 27.59
2018-12-31 $1.3M 52k 24.63
2018-09-30 $1.5M 52k 29.44
2018-06-30 $1.5M 52k 28.53
2018-03-31 $1.6M 53k 29.39
2017-12-31 $1.7M 56k 29.52
2017-09-30 $1.4M 57k 25.33
2017-06-30 $1.5M 61k 24.25
2017-03-31 $1.5M 63k 23.59
2016-12-31 $1.3M 59k 22.09
2013-09-30 $294k 21k 13.77
2013-06-30 $243k 19k 12.86

More positions owned by Carlton, Hoffferkamp & Jenks Wealth Management

Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)
Schwab Strategic Tr Us Brd Mkt Etf (SCHB)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Vanguard Index Fds Total Stk Mkt (VTI)
Exxon Mobil Corporation (XOM)
Apple (AAPL)
Vanguard Index Fds Large Cap Etf (VV)
Vanguard Index Fds Growth Etf (VUG)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Costco Wholesale Corporation (COST)
Alphabet Cap Stk Cl A (GOOGL)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp (MDY)
TJX Companies (TJX)
Schwab Strategic Tr Sht Tm Us Tres (SCHO)

View all positions for Carlton, Hoffferkamp & Jenks Wealth Management

Top funds holding Bank of America Corporation

Vanguard Group
Berkshire Hathaway
BlackRock
State Street Corporation
FMR
Jpmorgan Chase & Co
Geode Capital Management
Capital World Investors
Morgan Stanley
Wellington Management Company
Goldman Sachs Group
Northern Trust
Ameriprise Financial
Invesco
Bank of New York Mellon

View all funds holding Bank of America Corporation