Axiom Investment Management’s Wells Fargo WFC Stock Holding History

Axiom Investment Management’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	$687K	Buy	+8,626	New	+$741K	0.52%	46
2022 Q4	–	Sell	-2,692	Closed	-$111K	–	431
2022 Q3	$111K	Buy	+2,692	New	+$116K	0.22%	89
2021 Q2	–	Sell	-2,259	Closed	-$88K	–	204
2021 Q1	$88K	Buy	+2,259	New	+$80K	0.07%	144
2020 Q2	–	Sell	-15,662	Closed	-$449K	–	143
2020 Q1	$449K	Buy	+15,662	New	+$666K	0.79%	36
2019 Q4	–	Sell	-12,453	Closed	-$627K	–	218
2019 Q3	$627K	Sell	12,453 -81,797	-87%	-$3.85M	0.48%	60
2019 Q2	$4.46M	Sell	94,250 -9,428	-9%	-$441K	0.8%	28
2019 Q1	$5.02M	Sell	103,678 -478	-0.5%	-$23.5K	0.95%	21
2018 Q4	$4.8M	Buy	+104,156	New	+$5.33M	1.01%	21

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

Axiom Investment Management's WFC Position: Q1 2026 in Review

Axiom Investment Management opened a new position in Wells Fargo (WFC) in Q1 2026: 8,626 shares worth $687K. The stake represents 0.52% of the portfolio and ranks #46 among its holdings. This is a return to the name: Axiom Investment Management previously reported a position in WFC as recently as Q3 2022.

Axiom Investment Management first reported a position in WFC in Q4 2018 and has held it in 8 quarters since. The position peaked at $5.02M in Q1 2019. 2,801 funds tracked by Wall St. Rank hold WFC as of Q1 2026.

Axiom Investment Management held 8,626 shares of Wells Fargo worth $687K as of Q1 2026.
Wells Fargo was a new Axiom Investment Management position in Q1 2026.
Wells Fargo made up 0.52% of Axiom Investment Management's portfolio in Q1 2026, its #46 holding.
Axiom Investment Management first reported a position in Wells Fargo in Q4 2018 and has held it in 8 quarters since.
Axiom Investment Management's Wells Fargo position peaked at $5.02M in Q1 2019.
2,801 funds tracked by Wall St. Rank held Wells Fargo as of Q1 2026.

Based on Axiom Investment Management's 13F filing for Q1 2026, filed 26 May 2026.