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Bank of America Corporation shares owned by Smith & Howard Wealth Management

Quarter-by-quarter ownership of Bank of America Corporation (BAC) shares owned by Smith & Howard Wealth Management from 13F filings

Historical chart of Smith & Howard Wealth Management investment in Bank of America Corporation

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All positions including Bank of America Corporation held by Smith & Howard 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 Smith & Howard Wealth Management

Quarter filed Position value Share count Share price at filing
2025-09-30 $225k 4.4k 51.59
2025-06-30 $296k 6.3k 47.32
2025-03-31 $330k 7.9k 41.73
2024-12-31 $350k 8.0k 43.95
2024-09-30 $780k 20k 39.68
2024-06-30 $216k 5.4k 39.77
2022-09-30 $208k 6.9k 30.17
2021-09-30 $209k 4.9k 42.47
2019-12-31 $235k 6.7k 35.24
2017-06-30 $274k 11k 24.29
2017-03-31 $263k 11k 23.58
2016-03-31 $196k 15k 13.49
2015-12-31 $174k 10k 16.88
2014-03-31 $219k 13k 17.23
2011-12-31 $34k 6.0k 5.63