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Livermore
Livermore
ZHEN

CWM, LLC

SEC CIK
0001535847
Latest filing
May 14, 2026

BAC holding history

Bank of America Corp in every 13F filed by CWM, LLC, 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 Q1 2026 holdings

Shares (Q1 2026)
1,411,541
Value
$68.8M
% of portfolio
0.2%
Quarters held
20
Since Q1 2021
Holdings of BAC by CWM, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q1 20261,411,541$68.8M0.2%+24,563+1.8%AddedHolders
Q4 20251,386,978$76.3M0.2%+211,758+18.0%AddedHolders
Q3 20251,175,220$60.6M0.2%+137,793+13.3%AddedHolders
Q2 20251,037,427$49.1M0.2%+9,600+0.9%AddedHolders
Q1 20251,027,827$42.9M0.2%+61,502+6.4%AddedHolders
Q4 2024966,325$42.5M0.2%+81,283+9.2%AddedHolders
Q3 2024885,042$35.1M0.2%+104,615+13.4%AddedHolders
Q2 2024780,427$31.0M0.1%+88,140+12.7%AddedHolders
Q1 2024692,287$26.3M0.1%+110,800+19.1%AddedHolders
Q4 2023581,487$19.6M0.1%+118,199+25.5%AddedHolders
Q3 2023463,288$12.7M0.1%+100,220+27.6%AddedHolders
Q2 2023363,068$10.4M0.1%+106,636+41.6%AddedHolders
Q1 2023256,432$7.33M<0.1%+36,801+16.8%AddedHolders
Q4 2022219,631$7.27M0.1%+49,257+28.9%AddedHolders
Q3 2022170,374$5.14M<0.1%+14,180+9.1%AddedHolders
Q2 2022156,194$4.86M<0.1%+11,932+8.3%AddedHolders
Q1 2022144,262$5.95M<0.1%−18,042−11.1%ReducedHolders
Q4 2021162,304$7.22M0.1%–No prior filingHolders
Q3 2021––––Not filedHolders
Q2 2021148,449$6.12M<0.1%00.0%UnchangedHolders
Q1 2021148,449$6.12M<0.1%––Holders

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