Jeppson Wealth Management, LLC / BAC
Jeppson Wealth Management, LLC’s Bank America Corp Position
Does Jeppson Wealth Management, LLC own Bank America Corp (BAC)? Yes — 139.6K shares worth $7M (+2.17% of its 13F portfolio) as of Q1 2026, down from 146.7K shares the prior filed quarter.
Position Value
$7M
Q1 2026
Shares
139.6K
% of Portfolio
+2.17%
Quarters Held
22
currently held
Position History BAC
Reported value by quarter
| Quarter | Shares | Value | % of Portfolio |
|---|---|---|---|
| Q1 2026 | 139.6K | $7M | +2.17% |
| Q4 2025 | 146.7K | $7M | +2.14% |
| Q3 2025 | 141.9K | $7M | +2.12% |
| Q2 2025 | 142.6K | $6M | +2.21% |
| Q1 2025 | 141.0K | $6M | +2.27% |
| Q4 2024 | 138.3K | $6M | +2.08% |
| Q3 2024 | 138.2K | $6M | +2.12% |
| Q2 2024 | 139.0K | $6M | +2.16% |
| Q1 2024 | 139.2K | $6M | +2.18% |
| Q4 2023 | 139.8K | $5M | +2.09% |
| Q3 2023 | 152.4K | $5M | +2.14% |
| Q2 2023 | 175.3K | $6M | +2.62% |
| Q1 2023 | 144.1K | $5M | +2.17% |
| Q4 2022 | 133.7K | $5M | +2.06% |
| Q3 2022 | 170.8K | $6M | +2.73% |
| Q2 2022 | 190.5K | $9M | +3.66% |
| Q1 2022 | 116.9K | $5M | +2.55% |
| Q4 2021 | 119.0K | $6M | +2.80% |
| Q3 2021 | 99.0K | $5M | +2.48% |
| Q2 2021 | 92.6K | $4M | +2.42% |
| Q1 2021 | 88.4K | $4M | +2.47% |
| Q3 2020 | 67.8K | $3M | +2.13% |
Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Jeppson Wealth Management, LLC’s full portfolio or all institutional holders of BAC.