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Beese Fulmer Investment Management’s Wells Fargo WFC Stock Holding History

Beese Fulmer 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 		$1.54M Sell
19,360
-2,255
-10% -$194K 0.1% 122
2025
Q4 		$2.01M Sell
21,615
-2,750
-11% -$239K 0.13% 105
2025
Q3 		$2.04M Sell
24,365
-1,702
-7% -$138K 0.14% 105
2025
Q2 		$2.09M Buy
26,067
+3,136
+14% +$226K 0.16% 102
2025
Q1 		$1.65M Sell
22,931
-300
-1% -$22.5K 0.14% 99
2024
Q4 		$1.63M Sell
23,231
-593
-2% -$40.5K 0.14% 95
2024
Q3 		$1.35M Sell
23,824
-1,061
-4% -$60K 0.12% 105
2024
Q2 		$1.48M Sell
24,885
-1,086
-4% -$64.1K 0.13% 98
2024
Q1 		$1.51M Sell
25,971
-2,246
-8% -$118K 0.14% 100
2023
Q4 		$1.39M Sell
28,217
-8,720
-24% -$376K 0.14% 100
2023
Q3 		$1.51M Sell
36,937
-344
-0.9% -$14.9K 0.17% 96
2023
Q2 		$1.59M Sell
37,281
-3,040
-8% -$122K 0.17% 100
2023
Q1 		$1.51M Sell
40,321
-1,940
-5% -$84.6K 0.17% 101
2022
Q4 		$1.74M Sell
42,261
-1,271
-3% -$56.3K 0.21% 93
2022
Q3 		$1.75M Sell
43,532
-881
-2% -$37.9K 0.24% 87
2022
Q2 		$1.74M Sell
44,413
-1,058
-2% -$46.4K 0.22% 93
2022
Q1 		$2.2M Buy
45,471
+9
+0% +$482 0.24% 91
2021
Q4 		$2.18M Sell
45,462
-1,217
-3% -$59.9K 0.23% 91
2021
Q3 		$2.17M Sell
46,679
-1,109
-2% -$51.3K 0.24% 86
2021
Q2 		$2.16M Sell
47,788
-1,918
-4% -$85.6K 0.24% 88
2021
Q1 		$1.94M Sell
49,706
-3,647
-7% -$129K 0.23% 92
2020
Q4 		$1.61M Sell
53,353
-23,062
-30% -$597K 0.21% 96
2020
Q3 		$1.8M Sell
76,415
-34,571
-31% -$852K 0.25% 85
2020
Q2 		$2.84M Sell
110,986
-7,219
-6% -$198K 0.42% 70
2020
Q1 		$3.39M Buy
118,205
+4,653
+4% +$198K 0.6% 57
2019
Q4 		$6.11M Buy
113,552
+2,529
+2% +$132K 0.86% 46
2019
Q3 		$5.6M Buy
111,023
+3,195
+3% +$151K 0.84% 43
2019
Q2 		$5.1M Buy
107,828
+1,925
+2% +$90K 0.97% 40
2019
Q1 		$5.12M Buy
+105,903
New +$5.21M 1.01% 41
2018
Q4 		– Sell
-4,135
Closed -$217K – 187
2018
Q3 		$217K Sell
4,135
-350
-8% -$20K 0.04% 173
2018
Q2 		$249K Hold
4,485
– – 0.05% 156
2018
Q1 		$235K Buy
4,485
+430
+11% +$25.5K 0.05% 155
2017
Q4 		$246K Hold
4,055
– – 0.05% 157
2017
Q3 		$224K Hold
4,055
– – 0.05% 167
2017
Q2 		$225K Hold
4,055
– – 0.05% 158
2017
Q1 		$226K Sell
4,055
-794
-16% -$45.1K 0.06% 156
2016
Q4 		$267K Hold
4,849
– – 0.07% 136
2016
Q3 		$215K Buy
+4,849
New +$232K 0.06% 156

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

Beese Fulmer Investment Management's WFC Position: Q1 2026 in Review

Beese Fulmer Investment Management reduced its Wells Fargo (WFC) stake by 10% in Q1 2026, selling an estimated $194K and leaving 19,360 shares worth $1.54M. The position accounts for 0.1% of the portfolio, ranked #122.

Beese Fulmer Investment Management first reported a position in WFC in Q3 2016 and has held it in 38 quarters since. The position peaked at $6.11M in Q4 2019. 2,802 funds tracked by Wall St. Rank hold WFC as of Q1 2026.

  • Beese Fulmer Investment Management held 19,360 shares of Wells Fargo worth $1.54M as of Q1 2026.
  • Beese Fulmer Investment Management sold 2,255 Wells Fargo shares in Q1 2026, an estimated $194K.
  • Wells Fargo made up 0.1% of Beese Fulmer Investment Management's portfolio in Q1 2026, its #122 holding.
  • Beese Fulmer Investment Management first reported a position in Wells Fargo in Q3 2016 and has held it in 38 quarters since.
  • Beese Fulmer Investment Management's Wells Fargo position peaked at $6.11M in Q4 2019.
  • 2,802 funds tracked by Wall St. Rank held Wells Fargo as of Q1 2026.

Based on Beese Fulmer Investment Management's 13F filing for Q1 2026, filed 16 Apr 2026.