Bank of America Corporation shares owned by Lyell Wealth Management
Quarter-by-quarter ownership of Bank of America Corporation (BAC) shares owned by Lyell Wealth Management
from 13F filings
Historical chart of Lyell Wealth Management investment in Bank of America Corporation
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Quarterly reported holdings in Bank of America Corporation by Lyell Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $4.6M | 89k | 51.59 |
| 2025-06-30 | $4.2M | 90k | 47.32 |
| 2025-03-31 | $3.8M | 90k | 41.73 |
| 2024-12-31 | $4.0M | 91k | 43.95 |
| 2024-09-30 | $3.6M | 91k | 39.68 |
| 2024-06-30 | $4.2M | 105k | 39.77 |
| 2024-03-31 | $4.0M | 106k | 37.92 |
| 2023-12-31 | $3.6M | 108k | 33.67 |
| 2023-09-30 | $2.8M | 103k | 27.38 |
| 2023-06-30 | $3.0M | 106k | 28.69 |
| 2023-03-31 | $3.4M | 118k | 28.60 |
| 2022-12-31 | $4.5M | 134k | 33.12 |
| 2022-09-30 | $4.0M | 133k | 30.20 |
| 2022-06-30 | $4.0M | 130k | 31.13 |
| 2022-03-31 | $5.4M | 130k | 41.22 |
| 2021-12-31 | $5.3M | 119k | 44.49 |
| 2021-09-30 | $5.0M | 119k | 42.45 |
| 2021-06-30 | $4.9M | 120k | 41.23 |
| 2021-03-31 | $4.0M | 104k | 38.69 |
| 2020-12-31 | $2.6M | 85k | 30.31 |
| 2020-09-30 | $4.7M | 193k | 24.09 |
| 2020-06-30 | $5.0M | 211k | 23.75 |
| 2020-03-31 | $4.2M | 199k | 21.23 |
| 2019-12-31 | $7.0M | 199k | 35.22 |
| 2019-09-30 | $5.6M | 192k | 29.17 |
| 2019-06-30 | $5.4M | 185k | 29.00 |
| 2019-03-31 | $5.1M | 183k | 27.59 |
| 2018-12-31 | $4.7M | 190k | 24.64 |
| 2018-09-30 | $5.1M | 174k | 29.46 |
| 2018-06-30 | $5.0M | 177k | 28.19 |
| 2018-03-31 | $5.1M | 169k | 29.99 |
| 2017-12-31 | $4.9M | 166k | 29.52 |
| 2017-09-30 | $4.1M | 164k | 25.34 |
| 2017-06-30 | $3.9M | 162k | 24.26 |
| 2017-03-31 | $3.4M | 143k | 23.59 |
| 2016-12-31 | $3.1M | 140k | 22.10 |