Bank of America Corporation
MX ˙ BMV ˙ US0605051046
SecurityMX:BAC / Bank of America Corporation
InstitutionIHT Wealth Management, LLC
Latest Disclosed Ownership131,519 shares
Latest Disclosed Value $ 6,411,562
IHT Wealth Management, LLC reports 2.13% increase in ownership of BAC / Bank of America Corporation

On May 15, 2026 - IHT Wealth Management, LLC filed a 13F-HR form disclosing ownership of 131,519 shares of Bank of America Corporation (MX:BAC) valued at $6,411,562 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 17, 2026 disclosing 128,781 shares of Bank of America Corporation. This represents a change in shares of 2.13% during the quarter.

Institutional Ownership: 13F and NPORT Filings

The Security and Class in the table below are shown exactly as filed by the investor. We do our best to track continuity of investments through acquisitions, and this will be reflected in the table as changes in names. In addition to descriptive data, performance of the investment is shown over time. To calculate quarterly performance, we first calculate cost basis of the shares purchased during the quarter, then use that to calculate gross profit. Quarterly return is Gross Profit / Starting Portfolio value.

Note that cost basis is calculated and stored in thousands, so small quarterly changes in shares frequently result in a cost basis of zero.

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Disclosed Equity Positions (from 13F/NPORT Filings)
File
Date		 Effective
Date		Form Security Class ID Avg Price
Paid (Est)		 Reported
Shares		 ΔShares ΔShares
(%)		 Reported
Value
(x1000)		 ΔValue
(%)		 Alloc
(%)		 ΔAlloc ΔAlloc (%) Cost Basis
(x1000)		 Unrealized
Gain/Loss
(x1000)
2026-05-15 2026-03-31 13F Bank of America COM 060505104 131,519 2,738 2.13 6,412 -9.49 0.1483
2026-02-17 2025-12-31 13F Bank of America COM 060505104 128,781 10,790 9.14 7,083 16.36 0.1721
2025-11-14 2025-09-30 13F Bank of America COM 060505104 117,991 -3,454 -2.84 6,087 5.93 0.1540
2025-08-14 2025-06-30 13F Bank of America COM 060505104 121,445 3,182 2.69 5,747 16.43 0.1580
2025-05-15 2025-03-31 13F Bank of America COM 060505104 118,263 -4,367 -3.56 4,935 -8.42 0.1541
2025-02-14 2024-12-31 13F Bank of America COM 060505104 122,630 -12,218 -9.06 5,390 0.79 0.1739
2024-11-14 2024-09-30 13F Bank of America COM 060505104 134,848 6,939 5.42 5,347 5.13 0.1517
2024-08-14 2024-06-30 13F BANK AMERICA COM 060505104 127,909 11,043 9.45 5,086 14.78 0.1897
2024-05-15 2024-03-31 13F Bank of America COM 060505104 116,866 276 0.24 4,432 12.89 0.1776
2024-02-14 2023-12-31 13F BANK AMERICA COM 060505104 116,590 -2,997 -2.51 3,926 19.88 0.1750
2023-11-14 2023-09-30 13F BANK AMERICA COM 060505104 119,587 -1,333 -1.10 3,274 -5.62 0.1660
2023-08-15 2023-06-30 13F BANK AMERICA COM 060505104 120,920 61,099 102.14 3,469 102.87 0.1807
2023-05-15 2023-03-31 13F BANK AMERICA COM 060505104 59,821 521 0.88 1,711 -12.93 0.0977
2023-02-15 2022-12-31 13F BANK AMERICA COM 060505104 59,300 7,211 13.84 1,964 24.86 0.1234
2022-11-22 2022-09-30 13F BANK AMERICA COM 060505104 52,089 4,853 10.27 1,573 7.01 0.1195
2022-08-15 2022-06-30 13F BANK AMERICA COM 060505104 47,236 -2,451 -4.93 1,470 -28.22 0.1296
2022-05-16 2022-03-31 13F BANK AMERICA COM 060505104 49,687 -2,919 -5.55 2,048 -12.48 0.1552
2022-02-14 2021-12-31 13F BANK AMERICA COM 060505104 52,606 -1,762 -3.24 2,340 1.39 0.1725
2021-11-15 2021-09-30 13F BANK AMERICA COM 060505104 54,368 -8,558 -13.60 2,308 -11.03 0.1879
2021-08-16 2021-06-30 13F BANK AMERICA COM 060505104 62,926 -7,858 -11.10 2,594 -5.29 0.1645
2021-05-18 2021-03-31 13F BK OF AMERICA COM 060505104 70,784 -1,463 -2.02 2,739 25.07 0.1970
2021-02-17 2020-12-31 13F BK OF AMERICA COM 060505104 72,247 -34,328 -32.21 2,190 -14.69 0.1820
2020-11-19 2020-09-30 13F BK OF AMERICA COM 060505104 106,575 14,365 15.58 2,567 17.21 0.2576
2020-08-14 2020-06-30 13F BK OF AMERICA COM 060505104 92,210 39,972 76.52 2,190 97.48 0.3000
2020-05-13 2020-03-31 13F BK OF AMERICA COM 060505104 52,238 1,047 2.05 1,109 -38.49 0.1597
2020-02-18 2019-12-31 13F BANK AMER COM 060505104 51,191 -2,152 -4.03 1,803 15.80 0.2135
2019-11-15 2019-09-30 13F BANK AMERICA COM 060505104 53,343 9,121 20.63 1,557 21.45 0.2117
2019-08-12 2019-06-30 13F BANK AMERICA COM 060505104 44,222 5,132 13.13 1,282 18.92 0.1862
2019-05-16 2019-03-31 13F BANK AMER COM 060505104 39,090 -6,459 -14.18 1,078 -3.92 0.1796
2019-02-14 2018-12-31 13F BANK OF AMERICA COM 060505104 45,549 4,592 11.21 1,122 -7.04 0.2160
2018-11-14 2018-09-30 13F BANK AMERICA COM 060505104 40,957 -19,742 -32.52 1,207 -29.46 0.2610
2018-08-13 2018-06-30 13F BANK AMERICA COM 060505104 60,699 25,221 71.09 1,711 64.52 0.4372
2018-05-14 2018-03-31 13F BANK AMERICA COM 060505104 35,478 -6,293 -15.07 1,040 -17.33 0.2792
2018-02-14 2017-12-31 13F BANK AMERICA COM 060505104 41,771 25,058 149.93 1,258 191.20 0.3330
2017-11-14 2017-09-30 13F BANK AMERICA COM 060505104 16,713 -495 -2.88 432 -40.25 0.1839
2017-08-14 2017-06-30 13F/A-1 BANK AMERICA COM 060505104 17,208 4,632 36.83 723 148.45 0.3502
2017-08-14 2017-06-30 13F BANK AMERICA COM 060505104 17,208 4,632 13
2017-05-15 2017-03-31 13F BANK AMERICA COM 060505104 12,576 3,951 45.81 291 50.00 0.1940
2017-02-14 2016-12-31 13F BANK AMERICA COM 060505104 8,625 8,625 194 0.1467
Legend
Shares
The total number of shares held by the institution at the end of the reporting period (the effective date). This is provided in the filing.
Value
The total value of the shares as of the effective date. This is provided in the filing.
Avg. Share Price
The weighted average share price of the shares held by the institution. We use FIFO accounting to determine this price
Class
This is the security class as indicated by the filer. There are a variety of values for this field. Common values include "EC" = equity common, "EP" - equity preferred
Allocation (%)
The percent of the institution's portfolio that this position represents. This is provided in NPORT filings. For 13F filings, we calculate it.
Change in Allocation
The change in allocation from the prior reporting period. This is calculated as current allocation - prior allocation.
Change in Allocation (%)
The percent change in allocation from the prior reporting period. This is calculated as (current allocation - prior allocation) / prior allocation.
Cost Basis
The total cost of the shares held. This is calculated as reported shares * avg. share price
Unrealized Gain/Loss
This is the market value of the position as of the effective date minus the cost basis.