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Livermore
Livermore
ZHEN

Forbes J M & Co LLP

SEC CIK
0001067532
Latest filing
Jul 20, 2026

BAC holding history

Bank of America Corp in every 13F filed by Forbes J M & Co LLP, 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)
464,349
Value
$26.5M
% of portfolio
2.1%
Quarters held
22
Since Q1 2021
Holdings of BAC by Forbes J M & Co LLP, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 2026464,349$26.5M2.1%−2,612−0.6%ReducedHolders
Q1 2026466,961$22.8M1.9%+2,767+0.6%AddedHolders
Q4 2025464,194$25.5M2.1%+5,278+1.2%AddedHolders
Q3 2025458,916$23.7M2.0%+5,655+1.2%AddedHolders
Q2 2025453,261$21.4M2.0%−227−0.1%ReducedHolders
Q1 2025453,488$18.9M1.8%+15,579+3.6%AddedHolders
Q4 2024437,909$19.2M1.9%+1,672+0.4%AddedHolders
Q3 2024436,237$17.3M1.7%−2,175−0.5%ReducedHolders
Q2 2024438,412$17.4M1.8%+6,791+1.6%AddedHolders
Q1 2024431,621$16.4M1.8%−6,269−1.4%ReducedHolders
Q4 2023437,890$14.7M1.7%+4,914+1.1%AddedHolders
Q3 2023432,976$11.9M1.5%+4,019+0.9%AddedHolders
Q2 2023428,957$12.3M1.5%−78,615−15.5%ReducedHolders
Q1 2023507,572$14.5M2.0%+6,343+1.3%AddedHolders
Q4 2022501,229$16.6M2.4%−2,545−0.5%ReducedHolders
Q3 2022503,774$15.2M2.4%+4,641+0.9%AddedHolders
Q2 2022499,133$15.5M2.3%+284+0.1%AddedHolders
Q1 2022498,849$20.6M2.6%−767−0.2%ReducedHolders
Q4 2021499,616$22.2M2.6%+1,567+0.3%AddedHolders
Q3 2021498,049$21.1M2.7%+4,947+1.0%AddedHolders
Q2 2021493,102$20.3M2.6%+1,000+0.2%AddedHolders
Q1 2021492,102$19.0M2.7%––Holders

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