Global Wealth Management Investment Advisory, Inc.

Position in BAC — Bank Of America Corp /De/

CIK 1767855 FORT LAUDERDALE, FL

Position in BAC

as of Jun 30, 2026 · filed Jul 29, 2026 Compact

Position Value

$15,048,361

+$2,968,794 QoQ

Shares Held

264,099

+6.6% QoQ

Ownership

0.004%

of shares outstanding

% of Portfolio

3.45%

of 13F equity value

Holder Rank

#578

of 3,595 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

Global Wealth Management Investment Advisory, Inc. holds $29,953,123 across 4 Banks - Diversified names. BAC ranks #1 (50.2% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	BAC	Bank Of America Corp /De/ This page	264,099	$15,048,361
2	JPM	Jpmorgan Chase & Co	43,907	$14,372,078
3	BNS	Bank Of Nova Scotia	3,420	$296,992
4	C	Citigroup Inc	1,684	$235,692

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$15,048,361	264,099	+6.6%	Shares	Sole	2026-07-29
2026-03-31	$12,079,567	247,786	+5.4%	Shares	Sole	2026-05-01
2025-12-31	$12,936,000	235,200	+1.6%	Shares	Sole	2026-02-04
2025-09-30	$11,948,759	231,610	-1.8%	Shares	Sole	2025-10-27
2025-06-30	$11,163,592	235,917	-2.2%	Shares	Sole	2025-08-07
2025-03-31	$10,065,609	241,208	+3.5%	Shares	Sole	2025-04-29
2024-12-31	$10,247,382	233,160	+1.7%	Shares	Sole	2025-01-29
2024-09-30	$9,098,187	229,289	+1.5%	Shares	Sole	2024-10-30
2024-06-30	$8,980,185	225,803	+2.2%	Shares	Sole	2024-08-05
2024-03-31	$8,379,827	220,987	-0.1%	Shares	Sole	2024-05-10
2023-12-31	$7,448,410	221,218	+1.8%	Shares	Sole	2024-02-05
2023-09-30	$5,951,809	217,378	+3.2%	Shares	Sole	2023-11-06
2023-06-30	$6,043,892	210,662	+9.0%	Shares	Sole	2023-08-10
2023-03-31	$5,525,777	193,209	+34.6%	Shares	Sole	2023-05-08
2022-12-31	$4,754,342	143,549	+4.1%	Shares	Sole	2023-02-07
2022-09-30	$4,162,617	137,835	+4.6%	Shares	Sole	2022-11-09
2022-06-30	$4,102,280	131,779	+24.6%	Shares	Sole	2022-08-15
2022-03-31	$4,360,210	105,779	-12.0%	Shares	Sole	2022-05-17
2021-12-31	$5,350,278	120,258	+0.3%	Shares	Sole	2022-02-15
2021-09-30	$5,090,646	119,921	+4.0%	Shares	Sole	2021-11-16
2021-06-30	$4,756,251	115,359	+1.2%	Shares	Sole	2021-08-11
2021-03-31	$4,411,085	114,011	+2.2%	Shares	Sole	2021-05-17
2020-12-31	$3,382,565	111,599	+4.9%	Shares	Sole	2021-02-16
2020-09-30	$2,563,200	106,401	+0.8%	Shares	Sole	2020-11-16
2020-06-30	$2,507,572	105,582	+7.1%	Shares	Sole	2020-08-12
2020-03-31	$2,092,152	98,547	—	Shares	Sole	2020-05-14
No filing history on record for this holder in this stock.