Bank of America Corporation shares owned by Morton Capital Management
Quarter-by-quarter ownership of Bank of America Corporation (BAC) shares owned by Morton Capital Management
from 13F filings
Historical chart of Morton Capital Management investment in Bank of America Corporation
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All positions including Bank of America Corporation held by Morton Capital 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 Morton Capital Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $590k | 11k | 51.59 |
| 2025-06-30 | $545k | 12k | 47.32 |
| 2025-03-31 | $489k | 12k | 41.73 |
| 2024-12-31 | $545k | 12k | 43.95 |
| 2024-09-30 | $492k | 12k | 39.68 |
| 2024-06-30 | $399k | 10k | 39.77 |
| 2024-03-31 | $381k | 10k | 37.92 |
| 2023-12-31 | $358k | 11k | 33.67 |
| 2023-09-30 | $282k | 10k | 27.38 |
| 2023-06-30 | $295k | 10k | 28.69 |
| 2023-03-31 | $294k | 10k | 28.60 |
| 2022-12-31 | $341k | 10k | 33.12 |
| 2022-09-30 | $311k | 10k | 30.20 |
| 2022-06-30 | $320k | 10k | 31.13 |
| 2022-03-31 | $431k | 10k | 41.22 |
| 2021-12-31 | $472k | 11k | 44.49 |