Atlas Wealth LLC BML/PRH BANK OF AMERICA CORPORATION PFD 1/1200SER2

Ownership history in Atlas Wealth LLC  ·  13 quarters on record

AI Ownership Summary

Atlas Wealth LLC reported BANK OF AMERICA CORPORATION PFD 1/1200SER2 (BML/PRH) in 13 quarterly 13F filings from 2023 Q4 through 2026 Q1. Peak portfolio weight reached 9.32% in 2023 Q4. The latest visible filing shows BML/PRH at 2.74% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this BML/PRH ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Atlas Wealth LLC's position in BANK OF AMERICA CORPORATION PFD 1/1200SER2, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q1

BML/PRH was reported at 2.74% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
9.32% in 2023 Q4

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2023 Q4 to 2026 Q1

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How Atlas Wealth LLC held BML/PRH — position size vs. price
% of Fund (quarterly)
📋 Quarterly Holdings History 10 quarters  
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 REDUCED 82,354 -510,776 -86.1% 2.74% $9.2M 2026-05-06
2025 Q4 ADDED 593,130 +11,918 +2.1% 3.33% $10.9M 2026-02-05
2025 Q3 ADDED 581,212 +4,433 +0.8% 3.83% $11.9M 2025-11-12
2025 Q2 ADDED 576,779 +10,110 +1.8% 4.26% $11.7M 2025-08-05
2025 Q1 REDUCED 566,669 -17,299 -3.0% 4.88% $12.5M 2025-05-08
2024 Q4 REDUCED 583,968 -150,136 -20.5% 4.89% $12.9M 2025-02-11
2024 Q3 REDUCED 734,104 -30,952 -4.0% 7.16% $16.6M 2024-11-14
2024 Q2 REDUCED 765,056 -2,970 -0.4% 2.71% $17.5M 2024-07-31
2024 Q1 REDUCED 768,026 -42,697 -5.3% 7.95% $16.3M 2024-05-10
2023 Q4 UNCHANGED 810,723 0% 9.32% $17.1M 2024-02-08
3 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

🏢 Other funds also holding BML/PRH

As of 2026 Q1 — sorted by position size

DEROY & DEVEREAUX PRIVATE INVESTMENT COUNSEL INC 3Y 7Y 0.09%

FAQ About Atlas Wealth LLC and BML/PRH

These are the practical questions this page is built to answer before you even open the full history table.

How long has Atlas Wealth LLC reported owning BML/PRH?

Atlas Wealth LLC reported BML/PRH across 10 quarterly 13F filings, from 2023 Q4 through 2026 Q1.

What was the largest reported BML/PRH position in Atlas Wealth LLC's portfolio?

The largest reported portfolio weight for BML/PRH was 9.32% in 2023 Q4.

What is the latest reported BML/PRH position on this page?

The most recent filing on this page is 2026 Q1, when Atlas Wealth LLC reported 82,354 shares, equal to 2.74% of portfolio, with an estimated market value of $9.2M.

What does the chart on this BML/PRH ownership page compare?

The chart compares Atlas Wealth LLC's quarterly BML/PRH portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

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