Thomas Russo - Gardner Russo & Quinn
Period:    Q1 2026
Portfolio date:    31 Mar 2026
No. of stocks:    86
Portfolio value:    $8,496,278,296
Holdings Activity Buys Sells    History
Holding/activity history for  Bank of America Corp. (BAC)
Period Shares % of Portfolio Activity % Change to Portfolio Reported Price Value Filing
2020   Q3 0 0.00 Sell 100.00% 0.01 SEC
2020   Q2 48,975 0.01 $23.75 $1,163,000 SEC
2020   Q1 48,975 0.01 $21.24 $1,040,000 SEC
2019   Q4 48,975 0.01 $35.22 $1,725,000 SEC
2019   Q3 48,975 0.01 $29.18 $1,429,000 SEC
2019   Q2 48,975 0.01 $28.99 $1,420,000 SEC
2019   Q1 48,975 0.01 $27.59 $1,351,000 SEC
2018   Q4 48,975 0.01 Reduce 2.00% <0.01 $24.65 $1,207,000 SEC
2018   Q3 49,975 0.01 Add 4.17% <0.01 $29.45 $1,472,000 SEC
2018   Q2 47,975 0.01 $28.18 $1,352,000 SEC
2018   Q1 47,975 0.01 $29.99 $1,439,000 SEC
2017   Q4 47,975 0.01 Add 2.13% <0.01 $29.52 $1,416,000 SEC
2017   Q3 46,975 0.01 Reduce 4.33% <0.01 $25.33 $1,190,000 SEC
2017   Q2 49,100 0.01 Add 1.24% <0.01 $24.26 $1,191,000 SEC
2017   Q1 48,500 0.01 Reduce 3.19% <0.01 $23.59 $1,144,000 SEC
2016   Q4 50,100 0.01 Reduce 1.96% <0.01 $22.10 $1,107,000 SEC
2016   Q3 51,100 0.01 $15.66 $800,000 SEC
2016   Q2 51,100 0.01 $13.27 $678,000 SEC
2016   Q1 51,100 0.01 $13.52 $691,000 SEC
2015   Q4 51,100 0.01 $16.83 $860,000 SEC
2015   Q3 51,100 0.01 $15.58 $796,000 SEC
2015   Q2 51,100 0.01 $17.03 $870,000 SEC
2015   Q1 51,100 0.01 Add 3.23% <0.01 $15.38 $786,000 SEC
2014   Q4 49,500 0.01 $17.90 $886,000 SEC
2014   Q3 49,500 0.01 $17.05 $844,000 SEC
2014   Q2 49,500 0.01 $15.37 $761,000 SEC
2014   Q1 49,500 0.01 $17.19 $851,000 SEC
2013   Q4 49,500 0.01 $15.58 $771,000 SEC
2013   Q3 49,500 0.01 $13.80 $683,000 SEC
2013   Q2 49,500 0.01 Reduce 1.98% <0.01 $12.87 $637,000 SEC
2013   Q1 50,500 0.01 $12.18 $615,000 SEC
2012   Q4 50,500 0.01 Add 1,920.00% <0.01 $11.60 $586,000 SEC
2012   Q3 2,500 <0.01 $8.80 $22,000 SEC
2012   Q2 2,500 <0.01 Reduce 16.67% <0.01 $8.00 $20,000 SEC
2012   Q1 3,000 <0.01 Add 200.00% <0.01 $9.67 $29,000 SEC
2011   Q4 1,000 <0.01 $6.00 $6,000 SEC
2011   Q3 1,000 <0.01 Buy <0.01 $6.00 $6,000 SEC
2010   Q4 0 0.00 Sell 100.00% 0.01 SEC
2010   Q3 19,790 0.01 $13.09 $259,000 SEC
2010   Q2 19,790 0.01 Reduce 13.16% <0.01 $14.35 $284,000 SEC
2010   Q1 22,790 0.02 $17.86 $407,000 SEC
2009   Q4 22,790 0.02 $15.05 $343,000 SEC
2009   Q3 22,790 0.02 $16.94 $386,000 SEC
2009   Q2 22,790 0.02 $13.21 $301,000 SEC
2009   Q1 22,790 0.02 Reduce 40.65% 0.01 $6.80 $155,000 SEC
2008   Q4 38,400 0.03 Buy 0.03 $14.09 $541,000 SEC
2008   Q2 0 0.00 Sell 100.00% 0.09 SEC
2008   Q1 102,630 0.09 Reduce 1.13% <0.01 $37.91 $3,891,000 SEC
2007   Q4 103,805 0.09 Reduce 0.26% <0.01 $41.26 $4,283,000 SEC
2007   Q3 104,080 0.32 Add 0.82% <0.01 $50.27 $5,232,000 SEC
2007   Q2 103,230 0.11 $48.89 $5,047,000 SEC
2007   Q1 103,230 0.12 Add 1.98% <0.01 $51.02 $5,267,000 SEC
2006   Q4 101,230 0.13 $53.39 $5,405,000 SEC
2006   Q3 101,230 0.14 Reduce 0.15% <0.01 $53.57 $5,423,000 SEC
2006   Q2 101,380 0.14 Buy 0.14 $48.10 $4,876,000 SEC
2006   Q1 0 0.00 Sell 100.00% 0.14 SEC
2005   Q4 102,380 0.14 Add 4.07% <0.01 $46.15 $4,725,000 SEC
2005   Q3 98,380 0.01 Buy 0.01 $42.10 $4,142,000 SEC
2000   Q1 0 0.00 Sell 100.00% 0.01 SEC
1999   Q4 1,600 0.01 Reduce 30.43% <0.01 $50,187.50 $80,300,000 SEC
1999   Q3 2,300 0.01 Reduce 89.69% 0.13 $55,687.39 $128,081,000 SEC
1999   Q2 22,300 0.14 Buy 0.14 $73,312.51 $1,634,869,000 SEC