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 Q2	$713K	Hold	8,626	–	–	0.48%	50
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 $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Norges Bank Oslo, Norway $1T AUM

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Axiom Investment Management's WFC Position: Q2 2026 in Review

Axiom Investment Management held its Wells Fargo (WFC) position steady in Q2 2026 at 8,626 shares worth $713K. The position accounts for 0.48% of the portfolio, ranked #50.

Axiom Investment Management first reported a position in WFC in Q4 2018 and has held it in 9 quarters since. The position peaked at $5.02M in Q1 2019. 2,875 funds tracked by Wall St. Rank hold WFC as of Q2 2026.

Axiom Investment Management held 8,626 shares of Wells Fargo worth $713K as of Q2 2026.
Axiom Investment Management left its Wells Fargo share count unchanged in Q2 2026.
Wells Fargo made up 0.48% of Axiom Investment Management's portfolio in Q2 2026, its #50 holding.
Axiom Investment Management first reported a position in Wells Fargo in Q4 2018 and has held it in 9 quarters since.
Axiom Investment Management's Wells Fargo position peaked at $5.02M in Q1 2019.
2,875 funds tracked by Wall St. Rank held Wells Fargo as of Q2 2026.

Based on Axiom Investment Management's 13F filing for Q2 2026, filed 31 Jul 2026.