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Bank of America Corporation shares owned by Cm Wealth Advisors

Quarter-by-quarter ownership of Bank of America Corporation (BAC) shares owned by Cm Wealth Advisors from 13F filings

Historical chart of Cm Wealth Advisors investment in Bank of America Corporation

Tip: Access up to 7 years of quarterly data

All positions including Bank of America Corporation held by Cm Wealth Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Bank of America Corporation by Cm Wealth Advisors

Quarter filed Position value Share count Share price at filing
2025-12-31 $690k 13k 55.00
2024-03-31 $568k 15k 37.84
2023-06-30 $360k 11k 31.90
2023-03-31 $1.8M 65k 28.45

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View all positions for Cm Wealth Advisors

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
Wellington Management Company
Goldman Sachs Group
Northern Trust
Ameriprise Financial
Invesco
Bank of New York Mellon
Fisher Investments

View all funds holding Bank of America Corporation