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AIMZ Investment Advisors’s Wells Fargo WFC Stock Holding History

AIMZ Investment Advisors’s Portfolio WFC Stock Details WFC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$896K Sell
10,844
-314
-3% -$25.2K 0.25% 80
2026
Q1 		$888K Hold
11,158
– – 0.27% 75
2025
Q4 		$1.04M Sell
11,158
-314
-3% -$27.3K 0.3% 73
2025
Q3 		$962K Hold
11,472
– – 0.3% 73
2025
Q2 		$919K Hold
11,472
– – 0.31% 68
2025
Q1 		$824K Hold
11,472
– – 0.29% 69
2024
Q4 		$806K Sell
11,472
-83
-0.7% -$5.67K 0.28% 71
2024
Q3 		$653K Buy
11,555
+320
+3% +$18.1K 0.22% 78
2024
Q2 		$667K Sell
11,235
-1,095
-9% -$64.6K 0.24% 76
2024
Q1 		$715K Sell
12,330
-675
-5% -$35.3K 0.27% 73
2023
Q4 		$640K Sell
13,005
-414
-3% -$17.9K 0.26% 72
2023
Q3 		$548K Hold
13,419
– – 0.24% 74
2023
Q2 		$573K Hold
13,419
– – 0.25% 76
2023
Q1 		$502K Hold
13,419
– – 0.22% 78
2022
Q4 		$554K Sell
13,419
-310
-2% -$13.7K 0.26% 77
2022
Q3 		$552K Hold
13,729
– – 0.28% 74
2022
Q2 		$538K Hold
13,729
– – 0.26% 75
2022
Q1 		$665K Sell
13,729
-783
-5% -$41.9K 0.27% 78
2021
Q4 		$696K Sell
14,512
-170
-1% -$8.37K 0.27% 78
2021
Q3 		$681K Hold
14,682
– – 0.31% 75
2021
Q2 		$665K Sell
14,682
-75
-0.5% -$3.35K 0.3% 75
2021
Q1 		$577K Sell
14,757
-205
-1% -$7.26K 0.28% 74
2020
Q4 		$452K Buy
14,962
+19
+0.1% +$492 0.24% 78
2020
Q3 		$351K Hold
14,943
– – 0.21% 81
2020
Q2 		$383K Buy
14,943
+800
+6% +$21.9K 0.25% 75
2020
Q1 		$406K Hold
14,143
– – 0.32% 70
2019
Q4 		$761K Hold
14,143
– – 0.49% 58
2019
Q3 		$713K Sell
14,143
-344
-2% -$16.2K 0.49% 59
2019
Q2 		$686K Hold
14,487
– – 0.47% 62
2019
Q1 		$700K Hold
14,487
– – 0.48% 63
2018
Q4 		$668K Sell
14,487
-1,164
-7% -$59.6K 0.52% 59
2018
Q3 		$823K Sell
15,651
-200
-1% -$11.4K 0.53% 58
2018
Q2 		$879K Sell
15,851
-322
-2% -$17.3K 0.62% 54
2018
Q1 		$848K Sell
16,173
-11
-0.1% -$653 0.62% 55
2017
Q4 		$982K Sell
16,184
-310
-2% -$17.5K 0.74% 51
2017
Q3 		$910K Hold
16,494
– – 0.75% 51
2017
Q2 		$914K Hold
16,494
– – 0.77% 51
2017
Q1 		$918K Hold
16,494
– – 0.77% 49
2016
Q4 		$909K Sell
16,494
-500
-3% -$25.1K 0.81% 47
2016
Q3 		$752K Sell
16,994
-184
-1% -$8.8K 0.67% 53
2016
Q2 		$813K Sell
17,178
-161
-0.9% -$7.85K 0.75% 52
2016
Q1 		$839K Buy
17,339
+335
+2% +$16.4K 0.76% 51
2015
Q4 		$924K Sell
17,004
-80
-0.5% -$4.34K 0.84% 47
2015
Q3 		$877K Sell
17,084
-100
-0.6% -$5.5K 0.81% 46
2015
Q2 		$966K Buy
17,184
+125
+0.7% +$6.97K 0.84% 46
2015
Q1 		$928K Buy
17,059
+750
+5% +$40.5K 0.79% 46
2014
Q4 		$894K Buy
+16,309
New +$863K 0.8% 45

Other funds holding WFC

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

AIMZ Investment Advisors's WFC Position: Q2 2026 in Review

AIMZ Investment Advisors reduced its Wells Fargo (WFC) stake by 2.8% in Q2 2026, selling an estimated $25.2K and leaving 10,844 shares worth $896K. The position accounts for 0.25% of the portfolio, ranked #80.

AIMZ Investment Advisors first reported a position in WFC in Q4 2014 and has held it in 47 quarters since. The position peaked at $1.04M in Q4 2025. 2,875 funds tracked by Wall St. Rank hold WFC as of Q2 2026.

  • AIMZ Investment Advisors held 10,844 shares of Wells Fargo worth $896K as of Q2 2026.
  • AIMZ Investment Advisors sold 314 Wells Fargo shares in Q2 2026, an estimated $25.2K.
  • Wells Fargo made up 0.25% of AIMZ Investment Advisors's portfolio in Q2 2026, its #80 holding.
  • AIMZ Investment Advisors first reported a position in Wells Fargo in Q4 2014 and has held it in 47 quarters since.
  • AIMZ Investment Advisors's Wells Fargo position peaked at $1.04M in Q4 2025.
  • 2,875 funds tracked by Wall St. Rank held Wells Fargo as of Q2 2026.

Based on AIMZ Investment Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.