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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
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
-17,220
-50% -$840K 0.75% 52
2016
Q1 		$1.77M Buy
34,398
+17,394
+102% +$852K 0.78% 50
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 $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

AIMZ Investment Advisors's WFC Position: Q1 2026 in Review

AIMZ Investment Advisors held its Wells Fargo (WFC) position steady in Q1 2026 at 11,158 shares worth $888K. The position accounts for 0.27% of the portfolio, ranked #75.

AIMZ Investment Advisors first reported a position in WFC in Q4 2014 and has held it in 46 quarters since. The position peaked at $1.77M in Q1 2016. 2,802 funds tracked by Wall St. Rank hold WFC as of Q1 2026.

  • AIMZ Investment Advisors held 11,158 shares of Wells Fargo worth $888K as of Q1 2026.
  • AIMZ Investment Advisors left its Wells Fargo share count unchanged in Q1 2026.
  • Wells Fargo made up 0.27% of AIMZ Investment Advisors's portfolio in Q1 2026, its #75 holding.
  • AIMZ Investment Advisors first reported a position in Wells Fargo in Q4 2014 and has held it in 46 quarters since.
  • AIMZ Investment Advisors's Wells Fargo position peaked at $1.77M in Q1 2016.
  • 2,802 funds tracked by Wall St. Rank held Wells Fargo as of Q1 2026.

Based on AIMZ Investment Advisors's 13F filing for Q1 2026, filed 15 May 2026.