BCM
WFC icon

Boltwood Capital Management’s Wells Fargo WFC Stock Holding History

Boltwood Capital 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 		$1.42M Sell
17,160
-25
-0.1% -$2.01K 0.33% 70
2026
Q1 		$1.37M Buy
17,185
+20
+0.1% +$1.72K 0.35% 66
2025
Q4 		$1.6M Sell
17,165
-45
-0.3% -$3.91K 0.42% 59
2025
Q3 		$1.44M Buy
17,210
+260
+2% +$21.1K 0.38% 64
2025
Q2 		$1.36M Buy
16,950
+50
+0.3% +$3.6K 0.39% 64
2025
Q1 		$1.21M Sell
16,900
-75
-0.4% -$5.63K 0.37% 67
2024
Q4 		$1.19M Buy
16,975
+175
+1% +$11.9K 0.36% 67
2024
Q3 		$949K Buy
16,800
+100
+0.6% +$5.66K 0.28% 79
2024
Q2 		$992K Hold
16,700
– – 0.31% 73
2024
Q1 		$968K Hold
16,700
– – 0.3% 79
2023
Q4 		$822K Hold
16,700
– – 0.27% 88
2023
Q3 		$682K Hold
16,700
– – 0.25% 89
2023
Q2 		$713K Sell
16,700
-2,000
-11% -$80.5K 0.26% 88
2023
Q1 		$699K Buy
18,700
+1,100
+6% +$47.9K 0.26% 88
2022
Q4 		$727K Sell
17,600
-800
-4% -$35.4K 0.3% 83
2022
Q3 		$740K Sell
18,400
-6,000
-25% -$258K 0.34% 80
2022
Q2 		$956K Sell
24,400
-100
-0.4% -$4.39K 0.41% 70
2022
Q1 		$1.19M Sell
24,500
-280
-1% -$15K 0.46% 68
2021
Q4 		$1.19M Sell
24,780
-167
-0.7% -$8.22K 0.44% 72
2021
Q3 		$1.16M Sell
24,947
-150
-0.6% -$6.94K 0.47% 67
2021
Q2 		$1.14M Hold
25,097
– – 0.47% 64
2021
Q1 		$981K Sell
25,097
-4,980
-17% -$176K 0.44% 72
2020
Q4 		$908K Sell
30,077
-3,678
-11% -$95.2K 0.44% 77
2020
Q3 		$794K Sell
33,755
-1,025
-3% -$25.3K 0.44% 76
2020
Q2 		$890K Sell
34,780
-4,310
-11% -$118K 0.54% 59
2020
Q1 		$1.12M Sell
39,090
-2,555
-6% -$109K 0.79% 43
2019
Q4 		$2.24M Sell
41,645
-50
-0.1% -$2.62K 1.26% 26
2019
Q3 		$2.1M Sell
41,695
-17,150
-29% -$808K 1.32% 25
2019
Q2 		$2.79M Sell
58,845
-50
-0.1% -$2.34K 1.77% 16
2019
Q1 		$2.85M Buy
58,895
+1,032
+2% +$50.8K 1.86% 12
2018
Q4 		$2.67M Sell
57,863
-6,864
-11% -$352K 1.82% 15
2018
Q3 		$3.4M Buy
64,727
+400
+0.6% +$22.8K 2.03% 9
2018
Q2 		$3.57M Sell
64,327
-515
-0.8% -$27.6K 2.32% 7
2018
Q1 		$3.4M Sell
64,842
-2,465
-4% -$146K 2.33% 7
2017
Q4 		$4.08M Buy
67,307
+95
+0.1% +$5.37K 2.5% 8
2017
Q3 		$3.71M Buy
67,212
+250
+0.4% +$13.3K 2.41% 8
2017
Q2 		$3.71M Sell
66,962
-525
-0.8% -$28.1K 2.51% 7
2017
Q1 		$3.76M Buy
67,487
+1,200
+2% +$68.1K 2.63% 5
2016
Q4 		$3.65M Sell
66,287
-5,650
-8% -$284K 2.79% 6
2016
Q3 		$3.19M Buy
71,937
+239
+0.3% +$11.4K 2.56% 7
2016
Q2 		$3.39M Buy
71,698
+420
+0.6% +$20.5K 2.82% 5
2016
Q1 		$3.45M Buy
71,278
+4,175
+6% +$204K 3.03% 5
2015
Q4 		$3.65M Buy
67,103
+1,975
+3% +$107K 3.34% 3
2015
Q3 		$3.34M Sell
65,128
-475
-0.7% -$26.1K 3.56% 3
2015
Q2 		$3.69M Sell
65,603
-237,095
-78% -$13.2M 3.63% 3
2015
Q1 		$16.5M Sell
302,698
-2,050
-0.7% -$111K 4.83% 4
2014
Q4 		$16.7M Sell
304,748
-600
-0.2% -$31.8K 4.77% 4
2014
Q3 		$15.8M Buy
305,348
+880
+0.3% +$45.3K 4.69% 4
2014
Q2 		$16M Buy
304,468
+548
+0.2% +$27.5K 4.72% 4
2014
Q1 		$15.1M Sell
303,920
-1,985
-0.6% -$92.5K 4.76% 5
2013
Q4 		$13.9M Buy
305,905
+75
+0% +$3.24K 4.55% 5
2013
Q3 		$12.6M Sell
305,830
-1,000
-0.3% -$42.7K 4.58% 5
2013
Q2 		$12.7M Buy
+306,830
New +$12M 5.21% 3

Other funds holding WFC

LMFP
Larry Mathis Financial Planning Phoenix, Arizona $124B AUM
CF
Canoe Financial Calgary, Alberta, Canada $8.07B AUM 25.47% 1-Year Est. Return
DJC
Daily Journal Corp Los Angeles, California $257M AUM 13.37% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
SL
Summitry LLC Foster City, California $3.04B AUM 17.05% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return
FWIA
Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return

Boltwood Capital Management's WFC Position: Q2 2026 in Review

Boltwood Capital Management reduced its Wells Fargo (WFC) stake by 0.15% in Q2 2026, selling an estimated $2.01K and leaving 17,160 shares worth $1.42M. The position accounts for 0.33% of the portfolio, ranked #70.

Boltwood Capital Management first reported a position in WFC in Q2 2013 and has held it in 53 quarters since. The position peaked at $16.7M in Q4 2014. 724 funds tracked by Wall St. Rank hold WFC as of Q2 2026.

  • Boltwood Capital Management held 17,160 shares of Wells Fargo worth $1.42M as of Q2 2026.
  • Boltwood Capital Management sold 25 Wells Fargo shares in Q2 2026, an estimated $2.01K.
  • Wells Fargo made up 0.33% of Boltwood Capital Management's portfolio in Q2 2026, its #70 holding.
  • Boltwood Capital Management first reported a position in Wells Fargo in Q2 2013 and has held it in 53 quarters since.
  • Boltwood Capital Management's Wells Fargo position peaked at $16.7M in Q4 2014.
  • 724 funds tracked by Wall St. Rank held Wells Fargo as of Q2 2026.

Based on Boltwood Capital Management's 13F filing for Q2 2026, filed 6 Jul 2026.