BANK OF AMERICA CORP /DE/

CIK
70858
City
CHARLOTTE
State / Country
NC

Top Portfolio Positions

3,980 positions · $790,611,674,620 total · as of Mar 31, 2026
Ticker Company Shares Value (USD) % of Portfolio
NVDA
Nvidia Corp
Technology
191,200,989 $33,345,452,479 4.22%
AAPL
Apple Inc.
Technology
120,727,964 $30,639,549,981 3.88%
MSFT
Microsoft Corp
Technology
70,765,459 $26,195,249,954 3.31%
SPY
Spdr S&P 500 Etf Trust
32,276,125 $20,990,455,130 2.65%
GOOGL
Alphabet Inc.
Communication Services
68,768,715 $19,775,131,680 2.50%
JPM
Jpmorgan Chase & Co
Financial Services
65,660,460 $19,314,680,910 2.44%
AVGO
Broadcom Inc.
Technology
58,737,097 $18,179,718,888 2.30%
AMZN
Amazon Com Inc
Consumer Cyclical
84,181,341 $17,532,447,886 2.22%
META
Meta Platforms, Inc.
Communication Services
21,038,035 $12,036,490,960 1.52%
XOM
Exxon Mobil Corp
Energy
68,483,813 $11,618,963,709 1.47%

Portfolio Trend

50 quarters · across all stocks

Holdings in CHRD

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Shares Held

Position Value (USD)

17 of 17 shown
Report Date Value (USD) Shares
2026-03-31 $33,848,506 238,068
2025-12-31 $20,363,312 219,669
2025-06-30 $39,548,208 408,345
2025-03-31 $35,857,357 318,110
2024-12-31 $33,412,458 285,772
2024-06-30 $133,988,390 799,072
2023-12-31 $38,634,342 232,415
2023-09-30 $33,462,265 206,468
2023-06-30 $35,439,823 230,428
2023-03-31 $7,886,483 58,592
2022-12-31 $31,640,319 231,272
2022-09-30 $25,684,036 187,790
2022-06-30 $13,516,529 111,110
2022-03-31 $18,942,337 129,476
2021-12-31 $5,033,550 39,952
2021-09-30 $1,949,029 19,604
2021-06-30 $1,891,948 18,816