Ownership history in Linscomb Wealth, Inc. · 85 quarters on record
This page tracks every 13F SEC filing in which Linscomb Wealth, Inc. reported a position in Bank of America Corp COM (BAC). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.
| Quarter | Action | Shares | Change | Chg % | % of Fund | Mkt Value | Price (EOQ) |
|---|---|---|---|---|---|---|---|
| 2025 Q4 | REDUCED | 309,109 | -1,042 | -0.3% | 0.71% | $17.0M | $54.69 |
| 2025 Q3 | ADDED | 310,151 | +415 | +0.1% | 0.69% | $16.0M | $51.03 |
| 2025 Q2 | ADDED | 309,736 | +5,012 | +1.6% | 0.67% | $14.7M | $46.55 |
| 2025 Q1 | ADDED | 304,724 | +2,530 | +0.8% | 0.63% | $12.7M | $40.81 |
| 2024 Q4 | REDUCED | 302,194 | -728 | -0.2% | 0.66% | $13.3M | $42.71 |
| 2024 Q3 | REDUCED | 302,922 | -9,564 | -3.1% | 0.60% | $12.0M | $38.35 |
| 2024 Q2 | REDUCED | 312,486 | -4,118 | -1.3% | 0.64% | $12.4M | $38.19 |
| 2024 Q1 | REDUCED | 316,604 | -3,252 | -1.0% | 0.62% | $12.0M | $36.19 |
| 2023 Q4 | REDUCED | 319,856 | -9,027 | -2.7% | 0.59% | $10.8M | $31.91 |
| 2023 Q3 | REDUCED | 328,883 | -15,171 | -4.4% | 0.53% | $9.0M | $25.74 |
As of 2025 Q4 — sorted by position size