SEC 13F Intelligence

Massachusetts Wealth Management / BAC

Massachusetts Wealth Management’s Bank America Corp Position

Does Massachusetts Wealth Management own Bank America Corp (BAC)? Yes75.6K shares worth $4M (+1.60% of its 13F portfolio) as of Q1 2026, up from 75.2K shares the prior filed quarter.

Position Value
$4M
Q1 2026
Shares
75.6K
% of Portfolio
+1.60%
Quarters Held
13
currently held

Position History BAC

Reported value by quarter
Q4 ’22: $3MQ4 ’22Q1 ’23: $3MQ2 ’23: $3MQ2 ’23Q3 ’23: $3MQ4 ’23: $3MQ4 ’23Q1 ’24: $4MQ2 ’24: $4MQ2 ’24Q3 ’24: $3MQ4 ’24: $3MQ4 ’24Q2 ’25: $3MQ3 ’25: $4MQ3 ’25Q4 ’25: $4MQ1 ’26: $4MQ1 ’26filingsflow.com
QuarterSharesValue% of Portfolio
Q1 202675.6K$4M+1.60%
Q4 202575.2K$4M+1.93%
Q3 202575.0K$4M+1.92%
Q2 202571.2K$3M+1.90%
Q4 202472.1K$3M+1.96%
Q3 202469.7K$3M+1.74%
Q2 202489.6K$4M+2.41%
Q1 202492.3K$4M+2.53%
Q4 202391.4K$3M+2.55%
Q3 202393.8K$3M+2.46%
Q2 202391.0K$3M+2.66%
Q1 202389.0K$3M+2.82%
Q4 202292.1K$3M+3.27%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Massachusetts Wealth Management’s full portfolio or all institutional holders of BAC.