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Livermore
Livermore
ZHEN

Sheets Smith Wealth Management

SEC CIK
0001157436
Latest filing
Jul 13, 2026

BAC holding history

Bank of America Corp in every 13F filed by Sheets Smith Wealth Management, 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)
12,415
Value
$707.4K
% of portfolio
0.1%
Quarters held
22
Since Q1 2021
Holdings of BAC by Sheets Smith Wealth Management, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 202612,415$707.4K0.1%+14+0.1%AddedHolders
Q1 202612,401$604.5K0.1%−17,265−58.2%ReducedHolders
Q4 202529,666$1.63M0.2%−500−1.7%ReducedHolders
Q3 202530,166$1.56M0.2%+16,950+128.3%AddedHolders
Q2 202513,216$625.4K0.1%−106−0.8%ReducedHolders
Q1 202513,322$555.9K0.1%−745−5.3%ReducedHolders
Q4 202414,067$618.3K0.1%+124+0.9%AddedHolders
Q3 202413,943$553.2K0.1%−495−3.4%ReducedHolders
Q2 202414,438$574.2K0.1%+9+0.1%AddedHolders
Q1 202414,429$547.1K0.1%+60.0%AddedHolders
Q4 202314,423$485.6K0.1%+60.0%AddedHolders
Q3 202314,417$394.7K0.1%+106+0.7%AddedHolders
Q2 202314,311$410.6K0.1%+729+5.4%AddedHolders
Q1 202313,582$388.4K0.1%+150+1.1%AddedHolders
Q4 202213,432$444.9K0.1%+110+0.8%AddedHolders
Q3 202213,322$402.0K0.1%−112−0.8%ReducedHolders
Q2 202213,434$418.0K0.1%−2,140−13.7%ReducedHolders
Q1 202215,574$642.0K0.1%+700+4.7%AddedHolders
Q4 202114,874$662.0K0.1%−8−0.1%ReducedHolders
Q3 202114,882$632.0K0.1%−907−5.7%ReducedHolders
Q2 202115,789$651.0K0.1%00.0%UnchangedHolders
Q1 202115,789$611.0K0.1%––Holders

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