Carson Wealth (CWM LLC)’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 | $37.8M | Buy |
474,640
+37,872
| +9% | +$3.25M | 0.1% | 195 |
|
|
2025
Q4 | $40.7M | Buy |
436,768
+31,810
| +8% | +$2.76M | 0.11% | 169 |
|
|
2025
Q3 | $33.9M | Buy |
404,958
+67,075
| +20% | +$5.44M | 0.1% | 173 |
|
|
2025
Q2 | $27.1M | Buy |
337,883
+6,692
| +2% | +$483K | 0.1% | 184 |
|
|
2025
Q1 | $23.8M | Buy |
331,191
+77,526
| +31% | +$5.82M | 0.09% | 201 |
|
|
2024
Q4 | $17.8M | Buy |
253,665
+8,413
| +3% | +$574K | 0.07% | 222 |
|
|
2024
Q3 | $13.9M | Sell |
245,252
-14,717
| -6% | -$832K | 0.06% | 259 |
|
|
2024
Q2 | $15.4M | Sell |
259,969
-1,911
| -0.7% | -$113K | 0.07% | 234 |
|
|
2024
Q1 | $15.2M | Buy |
261,880
+10,012
| +4% | +$524K | 0.07% | 233 |
|
|
2023
Q4 | $12.4M | Buy |
251,868
+20,887
| +9% | +$901K | 0.07% | 245 |
|
|
2023
Q3 | $9.44M | Sell |
230,981
-34,681
| -13% | -$1.5M | 0.06% | 251 |
|
|
2023
Q2 | $11.3M | Buy |
265,662
+32,528
| +14% | +$1.31M | 0.07% | 218 |
|
|
2023
Q1 | $8.71M | Sell |
233,134
-3,952
| -2% | -$172K | 0.06% | 234 |
|
|
2022
Q4 | $9.79M | Sell |
237,086
-11,167
| -4% | -$494K | 0.07% | 202 |
|
|
2022
Q3 | $9.98M | Buy |
248,253
+22,515
| +10% | +$967K | 0.08% | 193 |
|
|
2022
Q2 | $8.84M | Buy |
225,738
+379
| +0.2% | +$16.6K | 0.07% | 212 |
|
|
2022
Q1 | $10.9M | Sell |
225,359
-31,365
| -12% | -$1.68M | 0.08% | 197 |
|
|
2021
Q4 | $12.3M | Buy |
+256,724
| New | +$12.6M | 0.09% | 192 |
|
|
2021
Q2 | $12.1M | Hold |
267,619
| – | – | 0.1% | 182 |
|
|
2021
Q1 | $12.1M | Hold |
267,619
| – | – | 0.1% | 182 |
|
|
2020
Q4 | $12.1M | Hold |
267,619
| – | – | 0.1% | 182 |
|
|
2020
Q3 | $12.1M | Hold |
267,619
| – | – | 0.1% | 182 |
|
|
2020
Q2 | $12.1M | Hold |
267,619
| – | – | 0.1% | 182 |
|
|
2020
Q1 | $12.1M | Hold |
267,619
| – | – | 0.1% | 182 |
|
|
2019
Q4 | $12.1M | Hold |
267,619
| – | – | 0.1% | 182 |
|
|
2019
Q3 | $12.1M | Hold |
267,619
| – | – | 0.1% | 182 |
|
|
2019
Q2 | $12.1M | Hold |
267,619
| – | – | 0.1% | 182 |
|
|
2019
Q1 | $12.1M | Buy |
267,619
+129,933
| +94% | +$6.39M | 0.1% | 182 |
|
|
2018
Q4 | $6.34M | Buy |
137,686
+36,336
| +36% | +$1.86M | 0.16% | 132 |
|
|
2018
Q3 | $5.33M | Buy |
101,350
+26,409
| +35% | +$1.51M | 0.14% | 155 |
|
|
2018
Q2 | $4.16M | Buy |
74,941
+1,826
| +2% | +$97.8K | 0.14% | 135 |
|
|
2018
Q1 | $3.83M | Sell |
73,115
-14,636
| -17% | -$869K | 0.15% | 118 |
|
|
2017
Q4 | $5.32M | Buy |
87,751
+803
| +0.9% | +$45.4K | 0.24% | 83 |
|
|
2017
Q3 | $4.79M | Sell |
86,948
-1,668
| -2% | -$88.7K | 0.23% | 82 |
|
|
2017
Q2 | $4.91M | Sell |
88,616
-6,158
| -6% | -$330K | 0.25% | 85 |
|
|
2017
Q1 | $5.28M | Sell |
94,774
-89,215
| -48% | -$5.06M | 0.3% | 76 |
|
|
2016
Q4 | $10.1M | Buy |
183,989
+2,268
| +1% | +$114K | 0.62% | 46 |
|
|
2016
Q3 | $8.05M | Buy |
181,721
+17,701
| +11% | +$847K | 0.56% | 55 |
|
|
2016
Q2 | $7.76M | Sell |
164,020
-9,042
| -5% | -$441K | 0.57% | 62 |
|
|
2016
Q1 | $8.37M | Sell |
173,062
-112,944
| -39% | -$5.53M | 0.73% | 56 |
|
|
2015
Q4 | $15.5M | Sell |
286,006
-24,507
| -8% | -$1.33M | 1.52% | 7 |
|
|
2015
Q3 | $15.9M | Buy |
310,513
+3,452
| +1% | +$190K | 1.61% | 8 |
|
|
2015
Q2 | $17.3M | Buy |
307,061
+27,321
| +10% | +$1.52M | 1.66% | 5 |
|
|
2015
Q1 | $15.2M | Buy |
279,740
+23,472
| +9% | +$1.27M | 1.54% | 7 |
|
|
2014
Q4 | $14M | Buy |
256,268
+13,730
| +6% | +$727K | 1.71% | 10 |
|
|
2014
Q3 | $12.6M | Sell |
242,538
-20,279
| -8% | -$1.04M | 1.83% | 9 |
|
|
2014
Q2 | $13.8M | Buy |
262,817
+49,868
| +23% | +$2.51M | 2.47% | 4 |
|
|
2014
Q1 | $10.6M | Buy |
212,949
+4,285
| +2% | +$200K | 1.44% | 15 |
|
|
2013
Q4 | $9.47M | Buy |
208,664
+11,550
| +6% | +$499K | 1.48% | 15 |
|
|
2013
Q3 | $8.14M | Buy |
+197,114
| New | +$8.41M | 2.14% | 7 |
|
Other funds holding WFC
VCM
VPM
Carson Wealth (CWM LLC)'s WFC Position: Q1 2026 in Review
Carson Wealth (CWM LLC) increased its Wells Fargo (WFC) stake by 8.7% in Q1 2026, buying an estimated $3.25M and bringing the position to 474,640 shares worth $37.8M. The position accounts for 0.1% of the portfolio, ranked #195.
Carson Wealth (CWM LLC) first reported a position in WFC in Q3 2013 and has held it in 50 quarters since. The position peaked at $40.7M in Q4 2025. 2,801 funds tracked by Wall St. Rank hold WFC as of Q1 2026.
- Carson Wealth (CWM LLC) held 474,640 shares of Wells Fargo worth $37.8M as of Q1 2026.
- Carson Wealth (CWM LLC) bought 37,872 Wells Fargo shares in Q1 2026, an estimated $3.25M.
- Wells Fargo made up 0.1% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #195 holding.
- Carson Wealth (CWM LLC) first reported a position in Wells Fargo in Q3 2013 and has held it in 50 quarters since.
- Carson Wealth (CWM LLC)'s Wells Fargo position peaked at $40.7M in Q4 2025.
- 2,801 funds tracked by Wall St. Rank held Wells Fargo as of Q1 2026.
Based on Carson Wealth (CWM LLC)'s 13F filing for Q1 2026, filed 14 May 2026.