Bank of America Corporation shares owned by LMG Wealth Partners
Quarter-by-quarter ownership of Bank of America Corporation (BAC) shares owned by LMG Wealth Partners
from 13F filings
Historical chart of LMG Wealth Partners investment in Bank of America Corporation
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Quarterly reported holdings in Bank of America Corporation by LMG Wealth Partners
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $599k | 12k | 51.59 |
| 2025-06-30 | $548k | 12k | 47.32 |
| 2025-03-31 | $482k | 12k | 41.73 |
| 2024-12-31 | $511k | 12k | 43.95 |
| 2024-09-30 | $456k | 12k | 39.68 |
| 2024-06-30 | $473k | 12k | 39.77 |
| 2024-03-31 | $773k | 20k | 37.92 |
| 2023-12-31 | $707k | 21k | 33.67 |
| 2023-09-30 | $603k | 22k | 27.38 |
| 2023-06-30 | $622k | 22k | 28.69 |
| 2023-03-31 | $610k | 21k | 28.60 |
| 2022-12-31 | $717k | 21k | 34.52 |