Cabot Wealth Management Inc / BAC
Cabot Wealth Management Inc’s Bank America Corp Position
Does Cabot Wealth Management Inc own Bank America Corp (BAC)? Yes — 234.9K shares worth $12M (+1.36% of its 13F portfolio) as of Q1 2026, up from 216.5K shares the prior filed quarter.
Position Value
$12M
Q1 2026
Shares
234.9K
% of Portfolio
+1.36%
Quarters Held
30
currently held
Position History BAC
Reported value by quarter
| Quarter | Shares | Value | % of Portfolio |
|---|---|---|---|
| Q1 2026 | 234.9K | $12M | +1.36% |
| Q4 2025 | 216.5K | $9M | +0.98% |
| Q3 2025 | 228.2K | $10M | +1.11% |
| Q2 2025 | 226.9K | $10M | +1.17% |
| Q1 2025 | 226.1K | $10M | +1.31% |
| Q4 2024 | 216.5K | $9M | +1.10% |
| Q3 2024 | 208.6K | $9M | +1.17% |
| Q2 2024 | 201.7K | $8M | +1.09% |
| Q1 2024 | 209.2K | $9M | +1.15% |
| Q4 2023 | 204.6K | $8M | +1.07% |
| Q3 2023 | 194.9K | $6,316 | +0.97% |
| Q2 2023 | 201.3K | $7,486 | +1.12% |
| Q1 2023 | 190.9K | $7,423 | +1.17% |
| Q4 2022 | 186.0K | $7,330 | +1.24% |
| Q3 2022 | 213.2K | $8M | +1.37% |
| Q2 2022 | 217.8K | $11M | +1.75% |
| Q1 2022 | 215.8K | $11M | +1.48% |
| Q4 2021 | 205.0K | $11M | +1.35% |
| Q3 2021 | 220.2K | $12M | +1.60% |
| Q2 2021 | 226.2K | $13M | +1.68% |
| Q1 2021 | 224.2K | $13M | +1.82% |
| Q4 2020 | 154.2K | $9M | +1.39% |
| Q3 2020 | 144.6K | $9M | +1.56% |
| Q2 2020 | 140.3K | $8M | +1.54% |
| Q1 2020 | 135.3K | $7M | +1.74% |
| Q4 2019 | 135.4K | $8M | +1.61% |
| Q3 2019 | 134.0K | $8M | +1.71% |
| Q2 2019 | 132.0K | $8M | +1.59% |
| Q1 2019 | 131.1K | $8M | +1.70% |
| Q4 2018 | 127.3K | $7M | +1.75% |
Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Cabot Wealth Management Inc’s full portfolio or all institutional holders of BAC.