Brookmont Capital Management’s Wells Fargo WFC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $3.9M | Buy |
48,934
+2,532
| +5% | +$217K | 2.18% | 11 |
|
|
2025
Q4 | $4.32M | Sell |
46,402
-229
| -0.5% | -$19.9K | 2.5% | 8 |
|
|
2025
Q3 | $3.91M | Sell |
46,631
-2,491
| -5% | -$202K | 2.17% | 12 |
|
|
2025
Q2 | $3.94M | Sell |
49,122
-20,146
| -29% | -$1.45M | 2.26% | 12 |
|
|
2025
Q1 | $4.97M | Sell |
69,268
-8,462
| -11% | -$635K | 2.81% | 5 |
|
|
2024
Q4 | $5.46M | Sell |
77,730
-8,954
| -10% | -$611K | 2.92% | 3 |
|
|
2024
Q3 | $4.9M | Sell |
86,684
-3,168
| -4% | -$179K | 2.52% | 5 |
|
|
2024
Q2 | $5.34M | Sell |
89,852
-2,524
| -3% | -$149K | 2.92% | 5 |
|
|
2024
Q1 | $5.35M | Buy |
92,376
+349
| +0.4% | +$18.3K | 2.82% | 4 |
|
|
2023
Q4 | $4.53M | Sell |
92,027
-2,448
| -3% | -$106K | 2.54% | 10 |
|
|
2023
Q3 | $3.86M | Sell |
94,475
-575
| -0.6% | -$24.8K | 2.41% | 14 |
|
|
2023
Q2 | $4.06M | Buy |
95,050
+18
| +0% | +$725 | 2.45% | 11 |
|
|
2023
Q1 | $3.55M | Buy |
95,032
+480
| +0.5% | +$20.9K | 2.23% | 18 |
|
|
2022
Q4 | $3.9M | Sell |
94,552
-3,552
| -4% | -$157K | 2.4% | 14 |
|
|
2022
Q3 | $3.95M | Buy |
98,104
+5,750
| +6% | +$247K | 2.74% | 4 |
|
|
2022
Q2 | $3.62M | Sell |
92,354
-1,174
| -1% | -$51.5K | 2.49% | 10 |
|
|
2022
Q1 | $4.53M | Sell |
93,528
-719
| -0.8% | -$38.5K | 2.72% | 4 |
|
|
2021
Q4 | $4.52M | Sell |
94,247
-3,906
| -4% | -$192K | 2.39% | 8 |
|
|
2021
Q3 | $4.55M | Sell |
98,153
-942
| -1% | -$43.6K | 2.69% | 4 |
|
|
2021
Q2 | $4.49M | Sell |
99,095
-559
| -0.6% | -$25K | 2.71% | 5 |
|
|
2021
Q1 | $3.89M | Buy |
99,654
+37,293
| +60% | +$1.32M | 2.51% | 6 |
|
|
2020
Q4 | $1.88M | Sell |
62,361
-5,357
| -8% | -$139K | 1.33% | 28 |
|
|
2020
Q3 | $1.59M | Buy |
67,718
+895
| +1% | +$22.1K | 1.18% | 27 |
|
|
2020
Q2 | $1.71M | Sell |
66,823
-19,550
| -23% | -$535K | 1.37% | 26 |
|
|
2020
Q1 | $2.48M | Buy |
86,373
+2,780
| +3% | +$118K | 2% | 21 |
|
|
2019
Q4 | $4.5M | Sell |
83,593
-7,195
| -8% | -$377K | 2.68% | 5 |
|
|
2019
Q3 | $4.58M | Buy |
90,788
+11,107
| +14% | +$523K | 2.61% | 6 |
|
|
2019
Q2 | $3.77M | Buy |
79,681
+638
| +0.8% | +$29.8K | 2.27% | 13 |
|
|
2019
Q1 | $3.82M | Buy |
79,043
+172
| +0.2% | +$8.46K | 2.35% | 11 |
|
|
2018
Q4 | $3.63M | Buy |
78,871
+8,667
| +12% | +$444K | 2.47% | 9 |
|
|
2018
Q3 | $3.69M | Buy |
70,204
+167
| +0.2% | +$9.54K | 2.2% | 16 |
|
|
2018
Q2 | $3.88M | Buy |
70,037
+2,041
| +3% | +$109K | 2.44% | 7 |
|
|
2018
Q1 | $3.56M | Sell |
67,996
-69,441
| -51% | -$4.13M | 2.36% | 10 |
|
|
2017
Q4 | $8.34M | Buy |
137,437
+51,397
| +60% | +$2.9M | 3.59% | 6 |
|
|
2017
Q3 | $4.75M | Sell |
86,040
-83,770
| -49% | -$4.45M | 2.6% | 9 |
|
|
2017
Q2 | $9.41M | Sell |
169,810
-3,291
| -2% | -$176K | 3.55% | 8 |
|
|
2017
Q1 | $9.63M | Sell |
173,101
-145
| -0.1% | -$8.23K | 3.56% | 6 |
|
|
2016
Q4 | $9.55M | Sell |
173,246
-15,350
| -8% | -$772K | 3.76% | 6 |
|
|
2016
Q3 | $8.35M | Buy |
188,596
+3,552
| +2% | +$170K | 3.11% | 17 |
|
|
2016
Q2 | $8.76M | Sell |
185,044
-25,731
| -12% | -$1.25M | 3.19% | 18 |
|
|
2016
Q1 | $10.2M | Sell |
210,775
-2,152
| -1% | -$105K | 3.26% | 16 |
|
|
2015
Q4 | $11.6M | Sell |
212,927
-22,033
| -9% | -$1.2M | 3.29% | 12 |
|
|
2015
Q3 | $12.1M | Buy |
234,960
+3,129
| +1% | +$172K | 3.45% | 13 |
|
|
2015
Q2 | $13M | Buy |
231,831
+43,190
| +23% | +$2.41M | 3.3% | 13 |
|
|
2015
Q1 | $10.3M | Buy |
188,641
+23,425
| +14% | +$1.27M | 2.57% | 13 |
|
|
2014
Q4 | $9.06M | Sell |
165,216
-37,394
| -18% | -$1.98M | 2.62% | 12 |
|
|
2014
Q3 | $10.5M | Sell |
202,610
-6,623
| -3% | -$341K | 2.69% | 13 |
|
|
2014
Q2 | $11M | Buy |
209,233
+20,643
| +11% | +$1.04M | 2.65% | 15 |
|
|
2014
Q1 | $9.38M | Sell |
188,590
-13,377
| -7% | -$623K | 2.58% | 15 |
|
|
2013
Q4 | $9.17M | Buy |
201,967
+18,831
| +10% | +$813K | 2.53% | 18 |
|
|
2013
Q3 | $7.57M | Buy |
183,136
+31,801
| +21% | +$1.36M | 2.46% | 25 |
|
|
2013
Q2 | $6.25M | Buy |
+151,335
| New | +$5.9M | 2.59% | 10 |
|
Other funds holding WFC
VCM
VPM
Brookmont Capital Management's WFC Position: Q1 2026 in Review
Brookmont Capital Management increased its Wells Fargo (WFC) stake by 5.5% in Q1 2026, buying an estimated $217K and bringing the position to 48,934 shares worth $3.9M. The position accounts for 2.18% of the portfolio, ranked #11.
Brookmont Capital Management first reported a position in WFC in Q2 2013 and has held it in 52 quarters since. The position peaked at $13M in Q2 2015. 2,800 funds tracked by Wall St. Rank hold WFC as of Q1 2026.
- Brookmont Capital Management held 48,934 shares of Wells Fargo worth $3.9M as of Q1 2026.
- Brookmont Capital Management bought 2,532 Wells Fargo shares in Q1 2026, an estimated $217K.
- Wells Fargo made up 2.18% of Brookmont Capital Management's portfolio in Q1 2026, its #11 holding.
- Brookmont Capital Management first reported a position in Wells Fargo in Q2 2013 and has held it in 52 quarters since.
- Brookmont Capital Management's Wells Fargo position peaked at $13M in Q2 2015.
- 2,800 funds tracked by Wall St. Rank held Wells Fargo as of Q1 2026.
Based on Brookmont Capital Management's 13F filing for Q1 2026, filed 15 May 2026.