Bank of America Corporation
MX ˙ BMV ˙ US0605051046
SecurityMX:BAC / Bank of America Corporation
InstitutionMeridian Wealth Management, LLC
Latest Disclosed Ownership47,539 shares
Latest Disclosed Value $ 2,317,510
Meridian Wealth Management, LLC reports 26.59% decrease in ownership of BAC / Bank of America Corporation

On May 6, 2026 - Meridian Wealth Management, LLC filed a 13F-HR form disclosing ownership of 47,539 shares of Bank of America Corporation (MX:BAC) valued at $2,317,510 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 4, 2026 disclosing 64,761 shares of Bank of America Corporation. This represents a change in shares of -26.59% 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)
2026-05-06 2026-03-31 13F BANK AMERICA COM 060505104 47,539 -17,222 -26.59 2,318 -34.93 0.0814
2026-02-04 2025-12-31 13F BANK AMERICA COM 060505104 64,761 6,453 11.07 3,562 18.38 0.1254
2025-11-04 2025-09-30 13F BANK AMERICA COM 060505104 58,308 20,591 54.59 3,008 68.61 0.1153
2025-08-08 2025-06-30 13F BANK AMERICA COM 060505104 37,717 2,756 7.88 1,785 22.36 0.0762
2025-05-12 2025-03-31 13F BANK AMERICA COM 060505104 34,961 3,185 10.02 1,459 4.44 0.0706
2025-02-06 2024-12-31 13F BANK AMERICA COM 060505104 31,776 2,444 8.33 1,397 20.03 0.0661
2024-11-12 2024-09-30 13F BANK AMERICA COM 060505104 29,332 29,332 1,164 0.0572
2024-08-08 2024-06-30 13F BANK AMERICA COM 060505104 0 -31,384 -100.00 0 -100.00
2024-04-25 2024-03-31 13F BANK AMERICA COM 060505104 31,384 -1,716 -5.18 1,190 6.82 0.1981
2024-02-08 2023-12-31 13F BANK AMERICA COM 060505104 33,100 -41,054 -55.36 1,114 -45.12 0.0712
2023-10-17 2023-09-30 13F BANK AMERICA COM 060505104 74,154 32,847 79.52 2,030 71.31 0.1244
2023-08-02 2023-06-30 13F BANK AMERICA COM 060505104 41,307 211 0.51 1,185 0.85 0.0999
2023-05-15 2023-03-31 13F BANK AMERICA COM 060505104 41,096 699 1.73 1,175 -12.12 0.1025
2023-02-14 2022-12-31 13F BANK AMERICA COM 060505104 40,397 -2,035 -4.80 1,338 4.37 0.1310
2022-11-14 2022-09-30 13F BK OF AMERICA COM 060505104 42,432 -22,101 -34.25 1,281 -36.24 0.1378
2022-08-05 2022-06-30 13F BK OF AMERICA COM 060505104 64,533 12,767 24.66 2,009 -5.86 0.1643
2022-05-12 2022-03-31 13F BK OF AMERICA COM 060505104 51,766 15,325 42.05 2,134 31.65 0.2332
2022-01-27 2021-12-31 13F BK OF AMERICA COM 060505104 36,441 298 0.82 1,621 5.67 0.1731
2021-10-15 2021-09-30 13F BK OF AMERICA COM 060505104 36,143 1,886 5.51 1,534 8.64 0.1892
2021-07-22 2021-06-30 13F BK OF AMERICA COM 060505104 34,257 -4,948 -12.62 1,412 -6.92 0.1800
2021-05-07 2021-03-31 13F BK OF AMERICA COM 060505104 39,205 -3,885 -9.02 1,517 16.16 0.2208
2021-01-19 2020-12-31 13F BK OF AMERICA COM 060505104 43,090 -1,315 -2.96 1,306 22.17 0.2072
2020-10-09 2020-09-30 13F BK OF AMERICA COM 060505104 44,405 -23,984 -35.07 1,069 -34.17 0.2621
2020-07-15 2020-06-30 13F BK OF AMERICA COM 060505104 68,389 -53,744 -44.00 1,624 -37.35 0.5436
2020-04-16 2020-03-31 13F BK OF AMERICA COM 060505104 122,133 -44,386 -26.66 2,592 -55.80 1.1483
2020-01-09 2019-12-31 13F BANK AMER COM 060505104 166,519 1,106 0.67 5,864 21.51 2.8199
2019-11-08 2019-09-30 13F BANK AMER COM 060505104 165,413 -1,931 -1.15 4,826 -90.06 2.2719
2019-07-19 2019-06-30 13F BANK AMER COM 060505104 167,344 -640 -0.38 48,530 947.26 1.9641
2019-06-03 2019-03-31 13F/A-1 BANK AMER COM 060505104 167,984 5,003 3.07 4,634 15.39 2.1086
2019-05-15 2019-03-31 13F BANK AMER COM 060505104 167,984 5,003 46,338
2019-02-05 2018-12-31 13F BANK AMER COM 060505104 162,981 -28,339 -14.81 4,016 -28.74 2.3652
2018-10-19 2018-09-30 13F BANK AMER COM 060505104 191,320 -4,079 -2.09 5,636 2.32 2.4229
2018-08-06 2018-06-30 13F BANK AMER COM 060505104 195,399 -5,222 -2.60 5,508 -8.46 2.5919
2018-05-08 2018-03-31 13F BANK AMER COM 060505104 200,621 52,049 35.03 6,017 59.31 3.0011
2018-01-30 2017-12-31 13F BANK AMER COM 060505104 148,572 214 0.14 3,777 0.45 2.3273
2017-10-31 2017-09-30 13F BANK AMER COM 060505104 148,358 10,706 7.78 3,760 12.61 2.3837
2017-07-25 2017-06-30 13F BANK AMER COM 060505104 137,652 19,701 16.70 3,339 20.02 2.1155
2017-05-17 2017-03-31 13F/A-1 BANK AMER COM 060505104 117,951 96,320 445.29 2,782 480.79 1.6675
2017-05-15 2017-03-31 13F BANK OF AMERICA CORP COM Common 060505104 2,782,464 2,782
2017-02-13 2016-12-31 13F BANK AMER COM 060505104 21,631 21,631 479 0.3797
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.