Focused Wealth Management, Inc

SEC CIK: 0001586052
Latest filing: Aug 6, 2026

SEC filings (opens in a new tab)

BAC holding history

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

BAC overview All 13F holders of BAC Full Q2 2026 holdings

Shares (Q2 2026): 93,466
Value: $5.33M
% of portfolio: 0.5%
Quarters held: 22; Since Q1 2021

Holdings of BAC by Focused Wealth Management, Inc, by quarter
Quarter	Shares	Value	% of portfolio	Share change	Action	All holders
Q2 2026	93,466	$5.33M	0.5%	−1,028−1.1%	Reduced	Holders
Q1 2026	94,494	$4.61M	0.5%	−4,220−4.3%	Reduced	Holders
Q4 2025	98,714	$5.43M	0.6%	+50.0%	Added	Holders
Q3 2025	98,709	$5.09M	0.6%	−43,361−30.5%	Reduced	Holders
Q2 2025	142,070	$6.72M	0.8%	+1,290+0.9%	Added	Holders
Q1 2025	140,780	$5.87M	0.8%	+2,832+2.1%	Added	Holders
Q4 2024	137,948	$6.06M	0.8%	+383+0.3%	Added	Holders
Q3 2024	137,565	$5.46M	0.8%	−1,818−1.3%	Reduced	Holders
Q2 2024	139,383	$5.54M	0.8%	+735+0.5%	Added	Holders
Q1 2024	138,648	$5.26M	0.8%	+1,624+1.2%	Added	Holders
Q4 2023	137,024	$4.61M	0.8%	−581−0.4%	Reduced	Holders
Q3 2023	137,605	$3.77M	0.7%	−191−0.1%	Reduced	Holders
Q2 2023	137,796	$3.95M	0.7%	+2,307+1.7%	Added	Holders
Q1 2023	135,489	$3.87M	0.8%	+2,540+1.9%	Added	Holders
Q4 2022	132,949	$4.40M	0.9%	−185−0.1%	Reduced	Holders
Q3 2022	133,134	$4.02M	0.8%	+429+0.3%	Added	Holders
Q2 2022	132,705	$4.13M	0.8%	+1,301+1.0%	Added	Holders
Q1 2022	131,404	$5.42M	0.9%	−4,097−3.0%	Reduced	Holders
Q4 2021	135,501	$6.03M	0.9%	−1,236−0.9%	Reduced	Holders
Q3 2021	136,737	$5.80M	1.0%	−2,145−1.5%	Reduced	Holders
Q2 2021	138,882	$5.73M	0.9%	−356−0.3%	Reduced	Holders
Q1 2021	139,238	$5.39M	1.0%	–	–	Holders

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