Bank of America Corporation shares owned by Wharton Business Group
Quarter-by-quarter ownership of Bank of America Corporation (BAC) shares owned by Wharton Business Group
from 13F filings
Historical chart of Wharton Business Group investment in Bank of America Corporation
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Quarterly reported holdings in Bank of America Corporation by Wharton Business Group
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $20M | 388k | 51.59 |
| 2025-06-30 | $19M | 402k | 47.32 |
| 2025-03-31 | $17M | 402k | 41.73 |
| 2024-12-31 | $18M | 401k | 43.95 |
| 2024-09-30 | $17M | 420k | 39.68 |
| 2024-06-30 | $14M | 354k | 39.77 |
| 2024-03-31 | $14M | 364k | 37.92 |
| 2023-12-31 | $6.8M | 201k | 33.67 |
| 2023-09-30 | $9.6M | 352k | 27.38 |
| 2023-06-30 | $7.3M | 255k | 28.69 |
| 2023-03-31 | $6.5M | 228k | 28.60 |
| 2022-12-31 | $7.6M | 228k | 33.12 |
| 2022-09-30 | $6.8M | 227k | 30.20 |
| 2022-06-30 | $6.9M | 221k | 31.13 |
| 2022-03-31 | $8.5M | 192k | 44.49 |
| 2021-12-31 | $8.5M | 192k | 44.49 |
| 2021-06-30 | $6.0M | 146k | 41.23 |
| 2021-03-31 | $5.1M | 131k | 38.69 |
| 2020-12-31 | $3.7M | 122k | 30.31 |
| 2020-09-30 | $2.9M | 120k | 24.09 |
| 2020-06-30 | $1.5M | 65k | 23.75 |
| 2020-03-31 | $465k | 22k | 21.22 |
| 2019-12-31 | $607k | 17k | 35.21 |
| 2019-09-30 | $521k | 18k | 29.16 |
| 2019-06-30 | $507k | 18k | 28.99 |
| 2019-03-31 | $459k | 17k | 27.60 |
| 2018-12-31 | $366k | 15k | 24.64 |
| 2018-09-30 | $438k | 15k | 29.49 |
| 2018-06-30 | $418k | 15k | 28.14 |
| 2018-03-31 | $433k | 14k | 29.98 |
| 2017-12-31 | $412k | 14k | 29.54 |
| 2017-09-30 | $368k | 15k | 25.33 |
| 2017-06-30 | $243k | 10k | 24.28 |
| 2017-03-31 | $233k | 9.9k | 23.63 |
| 2016-12-31 | $218k | 9.9k | 22.11 |
| 2016-09-30 | $886k | 57k | 15.66 |
| 2016-06-30 | $751k | 57k | 13.27 |
| 2016-03-31 | $765k | 57k | 13.52 |
| 2015-12-31 | $919k | 55k | 16.83 |
| 2015-09-30 | $851k | 55k | 15.59 |
| 2015-06-30 | $929k | 55k | 17.02 |
| 2015-03-31 | $856k | 56k | 15.40 |
| 2014-12-31 | $1.3M | 73k | 17.89 |
| 2014-09-30 | $1.2M | 68k | 17.05 |
| 2014-06-30 | $1.0M | 68k | 15.37 |
| 2014-03-31 | $1.2M | 68k | 17.21 |
| 2013-12-31 | $1.1M | 68k | 15.56 |