Analyst IMS Investment Management Services’s Wells Fargo WFC Stock Holding History

Analyst IMS Investment Management Services’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	$581K	Sell	7,289 -2,900	-28%	-$249K	0.02%	107
2025 Q4	$949K	Sell	10,189 -600	-6%	-$52.1K	0.03%	87
2025 Q3	$904K	Sell	10,789 -2,650	-20%	-$215K	0.03%	87
2025 Q2	$1.08M	Hold	13,439	–	–	0.04%	87
2025 Q1	$964K	Hold	13,439	–	–	0.04%	87
2024 Q4	$944K	Hold	13,439	–	–	0.03%	85
2024 Q3	$759K	Sell	13,439 -4,789	-26%	-$271K	0.03%	94
2024 Q2	$1.08M	Sell	18,228 -100	-0.5%	-$5.9K	0.04%	67
2024 Q1	$1.06M	Buy	18,328 +3,334	+22%	+$174K	0.05%	66
2023 Q4	$738K	Sell	14,994 -2,533	-14%	-$109K	0.04%	72
2023 Q3	$717K	Hold	17,527	–	–	0.04%	66
2023 Q2	$744K	Sell	17,527 -42	-0.2%	-$1.69K	0.05%	66
2023 Q1	$657K	Sell	17,569 -1,708	-9%	-$74.4K	0.05%	67
2022 Q4	$797K	Sell	19,277 -1,555	-7%	-$68.8K	0.07%	66
2022 Q3	$844K	Sell	20,832 -1,305	-6%	-$56.1K	0.08%	64
2022 Q2	$867K	Sell	22,137 -607	-3%	-$26.6K	0.08%	66
2022 Q1	$1.1M	Sell	22,744 -4,315	-16%	-$231K	0.1%	65
2021 Q4	$1.3M	Buy	27,059 +1,729	+7%	+$85.1K	0.12%	65
2021 Q3	$1.18M	Buy	25,330 +263	+1%	+$12.2K	0.14%	64
2021 Q2	$1.14M	Buy	25,067 +2,676	+12%	+$119K	0.14%	68
2021 Q1	$875K	Sell	22,391 -1,663	-7%	-$58.9K	0.12%	69
2020 Q4	$726K	Buy	24,054 +660	+3%	+$17.1K	0.12%	64
2020 Q3	$550K	Buy	23,394 +3,777	+19%	+$93.1K	0.11%	73
2020 Q2	$502K	Buy	19,617 +5,219	+36%	+$143K	0.12%	74
2020 Q1	$413K	Sell	14,398 -1,859	-11%	-$79K	0.13%	71
2019 Q4	$875K	Sell	16,257 -965	-6%	-$50.5K	0.24%	59
2019 Q3	$842K	Sell	17,222 -1,124	-6%	-$53K	0.25%	54
2019 Q2	$868K	Buy	18,346 +1,050	+6%	+$49.1K	0.26%	57
2019 Q1	$836K	Sell	17,296 -59	-0.3%	-$2.9K	0.26%	59
2018 Q4	$799	Buy	17,355 +3,385	+24%	+$173K	0.13%	58
2018 Q3	$742	Sell	13,970 -1,300	-9%	-$74.2K	0.12%	69
2018 Q2	$818K	Sell	15,270 -825	-5%	-$44.2K	0.25%	64
2018 Q1	$843K	Sell	16,095 -3,242	-17%	-$193K	0.27%	66
2017 Q4	$1.17M	Sell	19,337 -1,665	-8%	-$94K	0.36%	57
2017 Q3	$1.14M	Buy	21,002 +920	+5%	+$48.9K	0.37%	55
2017 Q2	$1.11M	Buy	20,082 +278	+1%	+$14.9K	0.4%	58
2017 Q1	$1.11M	Sell	19,804 -667	-3%	-$37.8K	0.43%	53
2016 Q4	$1.13M	Sell	20,471 -4,810	-19%	-$242K	0.49%	49
2016 Q3	$1.12M	Buy	25,281 +589	+2%	+$28.2K	0.47%	51
2016 Q2	$1.17M	Buy	24,692 +372	+2%	+$18.1K	0.49%	44
2016 Q1	$1.18M	Sell	24,320 -1,521	-6%	-$74.5K	0.51%	52
2015 Q4	$1.41M	Sell	25,841 -2,646	-9%	-$144K	0.59%	48
2015 Q3	$1.46M	Sell	28,487 -2,171	-7%	-$119K	0.62%	48
2015 Q2	$1.72M	Buy	30,658 +48	+0.2%	+$2.68K	0.67%	46
2015 Q1	$1.67M	Sell	30,610 -414	-1%	-$22.4K	0.65%	45
2014 Q4	$1.7M	Buy	+31,024	New	+$1.64M	0.65%	40

Other funds holding WFC

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

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 Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Analyst IMS Investment Management Services's WFC Position: Q1 2026 in Review

Analyst IMS Investment Management Services reduced its Wells Fargo (WFC) stake by 28% in Q1 2026, selling an estimated $249K and leaving 7,289 shares worth $581K. The position accounts for 0.02% of the portfolio, ranked #107.

Analyst IMS Investment Management Services first reported a position in WFC in Q4 2014 and has held it in 46 quarters since. The position peaked at $1.72M in Q2 2015. 2,798 funds tracked by Wall St. Rank hold WFC as of Q1 2026.

Analyst IMS Investment Management Services held 7,289 shares of Wells Fargo worth $581K as of Q1 2026.
Analyst IMS Investment Management Services sold 2,900 Wells Fargo shares in Q1 2026, an estimated $249K.
Wells Fargo made up 0.02% of Analyst IMS Investment Management Services's portfolio in Q1 2026, its #107 holding.
Analyst IMS Investment Management Services first reported a position in Wells Fargo in Q4 2014 and has held it in 46 quarters since.
Analyst IMS Investment Management Services's Wells Fargo position peaked at $1.72M in Q2 2015.
2,798 funds tracked by Wall St. Rank held Wells Fargo as of Q1 2026.

Based on Analyst IMS Investment Management Services's 13F filing for Q1 2026, filed 23 Apr 2026.