Bank of America 13F: Adds $38M to ASML Stake

Bank of America Adds to ASML Holding Position

Bank of America raised its holdings in ASML Holding N.V. (NasdaqGS: ASML) during the period, lifting its stake by a modest margin. According to a recent Form 13F filing with the Securities and Exchange Commission, the large financial institution bought an additional 19,051 shares. The filing reflects holdings as of May 18, 2026 and may not represent the investor's current position today.

Inside Bank of America's ASML Holdings

With the latest share purchase, Bank of America now owns a total of 1,560,256 shares of the semiconductor equipment maker. The position grew by 1.2% compared to the prior quarter. Based on market prices around the reporting period, the value of the stake reached approximately $3.08 billion. Large banks like Bank of America frequently adjust portfolios across major technology names as part of broader asset management strategies.

ASML Stock Trades Near Highs

ASML shares have traded at elevated levels, recently changing hands around $1,974.02. The stock moves well above its 200-day moving average of $1,574.37 and sits near its 52-week peak of $1,999.96. The company commands a market capitalization above $636 billion and trades with a forward P/E ratio of 26.66 based on projected earnings.

Financial Health and Earnings Profile

The Dutch equipment maker reported robust fundamental metrics, including an annual revenue of $35.33 billion alongside a revenue growth rate of 21.3%. Profitability remains strong with a net margin of 30.1% and a return on equity of 53.9%. The company earned an EPS of $40.64 over the period. Shareholders also receive a modest dividend yield of 0.53% backed by a payout ratio of 22.3%. The next earnings report is currently scheduled for January 27, 2027.

Wall Street Analyst Coverage

Major financial institutions continue to monitor the semiconductor stock closely with generally positive views. On June 22, 2026, Wells Fargo maintained an overweight rating and raised its target to $2,200.00, while B of A Securities kept a buy rating with a target of $2,345.00. Later in the summer on July 14, 2026, RBC Capital lifted its target to $2,000.00 before adjusting it further to $2,100.00 on July 16, 2026. On the same day, JP Morgan maintained an overweight rating with a $2,400.00 target, later updating it to $2,350.00 on October 15, 2026. Bernstein also maintained an outperform rating with a target of $2,623.00 on July 6, 2026. Overall, the stock holds a consensus strong buy rating with a mean price target of $2,156.29 across 17 analyst opinions.

What ASML Holding Does

Headquartered in Veldhoven, Netherlands, ASML Holding N.V. builds advanced lithography, metrology, and inspection systems used by major chipmakers to manufacture integrated circuits. The company specializes in extreme ultraviolet and deep ultraviolet lithography technology essential for producing smaller and faster semiconductor chips. Its equipment and software solutions support fabrication plants across Asia, Europe, and the United States.

Looking Ahead for Institutional Filings

Institutional investors will continue to update their holdings through quarterly disclosures, offering a window into how major banks position themselves in semiconductor leaders. Because 13F reports look backward, market participants monitor newer price targets and upcoming earnings announcements to gauge ongoing momentum for the chip equipment sector.