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Livermore
Livermore
ZHEN

Middleton & Co Inc

SEC CIK
0000919497
Latest filing
Aug 10, 2026

BAC holding history

Bank of America Corp in every 13F filed by Middleton & Co Inc, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

BAC overviewAll 13F holders of BACFull Q2 2026 holdings

Shares (Q2 2026)
7,249
Value
$413.0K
% of portfolio
<0.1%
Quarters held
22
Since Q1 2021
Holdings of BAC by Middleton & Co Inc, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20267,249$413.0K<0.1%−100−1.4%ReducedHolders
Q1 20267,349$358.3K<0.1%+575+8.5%AddedHolders
Q4 20256,774$372.6K<0.1%00.0%UnchangedHolders
Q3 20256,774$349.5K<0.1%−750−10.0%ReducedHolders
Q2 20257,524$356.0K<0.1%−250−3.2%ReducedHolders
Q1 20257,774$324.4K<0.1%−3,327−30.0%ReducedHolders
Q4 202411,101$487.9K0.1%−782−6.6%ReducedHolders
Q3 202411,883$471.5K0.1%−500−4.0%ReducedHolders
Q2 202412,383$492.5K0.1%+1,000+8.8%AddedHolders
Q1 202411,383$431.7K<0.1%−320−2.7%ReducedHolders
Q4 202311,703$394.1K<0.1%00.0%UnchangedHolders
Q3 202311,703$320.4K<0.1%−760−6.1%ReducedHolders
Q2 202312,463$357.6K<0.1%−7,296−36.9%ReducedHolders
Q1 202319,759$565.1K0.1%−4,648−19.0%ReducedHolders
Q4 202224,407$808.3K0.1%−10,770−30.6%ReducedHolders
Q3 202235,177$1.06M0.2%−59,180−62.7%ReducedHolders
Q2 202294,357$2.94M0.4%−3,100−3.2%ReducedHolders
Q1 202297,457$4.02M0.4%−880−0.9%ReducedHolders
Q4 202198,337$4.38M0.4%−2,942−2.9%ReducedHolders
Q3 2021101,279$4.30M0.5%−1,800−1.7%ReducedHolders
Q2 2021103,079$4.25M0.5%+3,044+3.0%AddedHolders
Q1 2021100,035$3.87M0.4%––Holders

Livermore's 13F data starts with Q1 2021, so Q1 2021 has no change from the previous quarter.