BAC BANK AMER CORP

Ownership history in Baugh & Associates, LLC  ·  33 quarters on record

AI Ownership Summary

Baugh & Associates, LLC reported BANK AMER CORP (BAC) in 33 quarterly 13F filings from 2023 Q3 through 2025 Q4. Peak portfolio weight reached 3.29% in 2025 Q4. The latest visible filing shows BAC at 3.29% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this BAC ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Baugh & Associates, LLC's position in BANK AMER CORP, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2025 Q4

BAC was reported at 3.29% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
3.29% in 2025 Q4

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2023 Q3 to 2025 Q4

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How Baugh & Associates, LLC held BAC — position size vs. price
% of Fund (quarterly)    BAC price (quarter-end, indexed to 100)
📋 Quarterly Holdings History 10 quarters  
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 REDUCED 134,166 -4,538 -3.3% 3.29% $6.7M 2026-02-14 (Est.) $52.25
2025 Q3 REDUCED 138,704 -4,292 -3.0% 3.21% $6.5M 2025-10-27 $52.45
2025 Q2 REDUCED 142,996 -6,650 -4.4% 3.21% $6.2M 2025-07-11 $45.97
2025 Q1 REDUCED 149,646 -603 -0.4% 2.99% $5.9M 2025-04-23 $37.90
2024 Q4 REDUCED 150,249 -23 -0.0% 3.26% $6.3M 2025-01-16 $45.33
2024 Q3 ADDED 150,272 +8,715 +6.2% 2.92% $5.7M 2024-10-31 $40.42
2024 Q2 REDUCED 141,557 -8,897 -5.9% 3.10% $6.0M 2024-07-12 $39.94
2024 Q1 REDUCED 150,454 -176 -0.1% 3.04% $5.7M 2024-04-16 $33.10
2023 Q4 REDUCED 150,630 -1,807 -1.2% 2.92% $5.1M 2024-01-10 $31.84
2023 Q3 ADDED 152,437 +348 +0.2% 2.61% $4.2M 2023-10-13 $25.16
23 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

FAQ About Baugh & Associates, LLC and BAC

These are the practical questions this page is built to answer before you even open the full history table.

How long has Baugh & Associates, LLC reported owning BAC?

Baugh & Associates, LLC reported BAC across 10 quarterly 13F filings, from 2023 Q3 through 2025 Q4.

What was the largest reported BAC position in Baugh & Associates, LLC's portfolio?

The largest reported portfolio weight for BAC was 3.29% in 2025 Q4.

What is the latest reported BAC position on this page?

The most recent filing on this page is 2025 Q4, when Baugh & Associates, LLC reported 134,166 shares, equal to 3.29% of portfolio, with an estimated market value of $6.7M.

What does the chart on this BAC ownership page compare?

The chart compares Baugh & Associates, LLC's quarterly BAC portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

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