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Li Lu

Himalaya Capital Management

Li Lu Bank of America Corp stake

total: 21

Himalaya Capital Management BAC trades

Total transactions:
6
New positions:
1
Added:
2
Reduced:
3
Held since:
2020 Q1
Held for:
25 quarters
Latest activity:
2026 Q1
According to 2026 Q1 report, Li Lu holds 2,997,987 Bank of America Corp (BAC) shares with a market value of roughly $146.15M accounting for 4.57% of the overall portfolio. To date, the estimated cost basis is nearly $25.52 for "buy" trades and estimated average "sell" price is $46.46. Himalaya Capital Management first purchased BAC in 2020 Q1, initially acquiring about 12.36M shares. Since the initial investment in Bank of America Corp (BAC), Himalaya Capital Management has made 5 more transactions.

How many BAC shares does Li Lu currently hold?

According to 2026 Q1 report, Li Lu holds 2,997,987 shares of Bank of America Corp (BAC), valued at around $146.15M.

When did Li Lu buy Bank of America Corp (BAC)?

Li Lu first invested in Bank of America Corp (BAC) in 2020 Q1 at the reported quarter-end price of $21.23 per share.

What's the cost basis of Himalaya Capital Management's BAC stake?

The estimated cost basis for Bank of America Corp (BAC) stake is around $25.52 per share. This represents their average reported price* across all buy transactions

Estimated cost basis*

Weighted AVG buy price:
$25.52
Weighted AVG sell price:
$46.46

Li Lu's historical trades in Bank of America Corp

6 results
Period % of
portfolio
Shares
held after*
Reported
price*
Value* % (shares)
of activity
% change
to portfolio
2026 Q1
4.57%
2,997,987
$48.75
$146,151,866
-71.26% (-7,433,400)
-10.15%
2025 Q2
18.36%
10,431,387
$47.32
$493,613,233
-24.66% (-3,415,246)
-7.3%
2025 Q1
26.12%
13,846,633
$41.73
$577,819,995
-23.42% (-4,234,500)
-6.52%
2023 Q1
25.36%
18,081,133
$28.60
$517,120,000
+23.95% (+3,494,146)
+4.9%
2021 Q4
24.36%
14,586,987
$44.49
$648,975,000
+18.03% (+2,228,000)
+3.72%
2020 Q1
36.79%
$21.23
new
* Shares, change to shares, sold shares, shares held after: split-adjusted.
* Reported price: this doesn't represent the actual buy or sell price. It is the split-adjusted price of the security as of the last day of the reported period.
If the security is completely sold out, we show the reported split-adjusted price prior to the actual period.
* Estimated cost basis: based on "Reported price*" (not earlier than 2013 Q2). Calculation starts from the latest "new buy" activity to the latest "close out" activity (if any).
* Value or Price: If the security is completely sold out, we show the reported value (or price) prior to the actual period.
* New buy or own: this means there is no earlier reporting (for us or in general). So we can't know if the actual purchase of the security happened at the reported period or earlier.