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LM Advisors LLC

SEC CIK
0002011314
Latest filing
Aug 12, 2026

BAC holding history

Bank of America Corp in every 13F filed by LM Advisors 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 Q2 2026 holdings

Shares (Q2 2026)
55,337
Value
$3.16M
% of portfolio
0.4%
Quarters held
11
Since Q4 2023
Holdings of BAC by LM Advisors LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 202655,337$3.16M0.4%+52,856+2,130.4%AddedHolders
Q1 20262,481$50.9K1.0%−294−10.6%ReducedHolders
Q4 20252,775$50.5K1.0%−38,112−93.2%ReducedHolders
Q3 202540,887$2.11M0.3%−9,000−18.0%ReducedHolders
Q2 202549,887$2.36M0.3%−1,538−3.0%ReducedHolders
Q1 202551,425$2.15M0.4%−497−1.0%ReducedHolders
Q4 202451,922$2.28M0.4%+1,981+4.0%AddedHolders
Q3 202449,941$1.98M0.4%+1,000+2.0%AddedHolders
Q2 202448,941$1.95M<0.1%00.0%UnchangedHolders
Q1 202448,941$1.86M0.3%−6,065−11.0%ReducedHolders
Q4 202355,006$1.85M0.4%–No prior filingHolders