BAC BANK OF AMERICA COM

Ownership history in LVM CAPITAL MANAGEMENT LTD/MI  ·  81 quarters on record

AI Ownership Summary

LVM CAPITAL MANAGEMENT LTD/MI reported BANK OF AMERICA COM (BAC) in 81 quarterly 13F filings from 2023 Q4 through 2026 Q1. Peak portfolio weight reached 0.09% in 2025 Q4. The latest visible filing shows BAC at 0.09% 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 LVM CAPITAL MANAGEMENT LTD/MI's position in BANK OF AMERICA COM, 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
2026 Q1

BAC was reported at 0.09% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.09% 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 Q4 to 2026 Q1

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 LVM CAPITAL MANAGEMENT LTD/MI held BAC — position size vs. price
% of Fund (quarterly)    BAC price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 10 quarters  
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 ADDED 19,100 +1,107 +6.2% 0.09% $931K 2026-05-15 (Est.) $53.92
2025 Q4 UNCHANGED 17,993 0% 0.09% $990K 2026-01-12 $54.88
2025 Q3 REDUCED 17,993 -40 -0.2% 0.09% $928K 2025-10-09 $49.25
2025 Q2 REDUCED 18,033 -300 -1.6% 0.09% $853K 2025-07-02 $47.92
2025 Q1 REDUCED 18,333 -200 -1.1% 0.09% $765K 2025-04-08 $34.26
2024 Q4 REDUCED 18,533 -200 -1.1% 0.09% $815K 2025-01-10 $43.84
2024 Q3 UNCHANGED 18,733 0% 0.08% $745K 2024-10-03 $37.93
2024 Q2 REDUCED 18,733 -328 -1.7% 0.08% $745K 2024-07-16 $42.38
2024 Q1 REDUCED 19,061 -742 -3.7% 0.09% $723K 2024-04-15 $34.31
2023 Q4 ADDED 19,803 +5,436 +37.8% 0.09% $667K 2024-01-12 $31.09
71 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

FAQ About LVM CAPITAL MANAGEMENT LTD/MI and BAC

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

How long has LVM CAPITAL MANAGEMENT LTD/MI reported owning BAC?

LVM CAPITAL MANAGEMENT LTD/MI reported BAC across 10 quarterly 13F filings, from 2023 Q4 through 2026 Q1.

What was the largest reported BAC position in LVM CAPITAL MANAGEMENT LTD/MI's portfolio?

The largest reported portfolio weight for BAC was 0.09% in 2025 Q4.

What is the latest reported BAC position on this page?

The most recent filing on this page is 2026 Q1, when LVM CAPITAL MANAGEMENT LTD/MI reported 19,100 shares, equal to 0.09% of portfolio, with an estimated market value of $931K.

What does the chart on this BAC ownership page compare?

The chart compares LVM CAPITAL MANAGEMENT LTD/MI'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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