Chesapeake Wealth Management’s Wells Fargo WFC Stock Holding History

Chesapeake Wealth 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	$339K	Buy	4,254 +14	+0.3%	+$1.2K	0.1%	125
2025 Q4	$395K	Hold	4,240	–	–	0.12%	116
2025 Q3	$355K	Hold	4,240	–	–	0.11%	124
2025 Q2	$340K	Sell	4,240 -100	-2%	-$7.21K	0.11%	123
2025 Q1	$312K	Hold	4,340	–	–	0.11%	124
2024 Q4	$305K	Buy	4,340 +74	+2%	+$5.05K	0.1%	132
2024 Q3	$241K	Hold	4,266	–	–	0.08%	149
2024 Q2	$253K	Hold	4,266	–	–	0.09%	138
2024 Q1	$247K	Buy	4,266 +26	+0.6%	+$1.36K	0.09%	139
2023 Q4	$209K	Buy	+4,240	New	+$183K	0.08%	150
2022 Q2	–	Sell	-4,928	Closed	-$239K	–	187
2022 Q1	$239K	Hold	4,928	–	–	0.09%	171
2021 Q4	$236K	Hold	4,928	–	–	0.08%	184
2021 Q3	$229K	Hold	4,928	–	–	0.08%	191
2021 Q2	$223K	Buy	+4,928	New	+$220K	0.07%	213
2021 Q1	–	Sell	-7,667	Closed	-$231K	–	229
2020 Q4	$231K	Buy	+7,667	New	+$198K	0.08%	196
2020 Q3	–	Sell	-9,052	Closed	-$232K	–	194
2020 Q2	$232K	Sell	9,052 -30	-0.3%	-$821	0.09%	184
2020 Q1	$260K	Hold	9,082	–	–	0.12%	154
2019 Q4	$488K	Hold	9,082	–	–	0.19%	120
2019 Q3	$458K	Sell	9,082 -155	-2%	-$7.3K	0.19%	124
2019 Q2	$437K	Sell	9,237 -490	-5%	-$22.9K	0.18%	126
2019 Q1	$470K	Sell	9,727 -330	-3%	-$16.2K	0.21%	121
2018 Q4	$464K	Buy	10,057 +1,723	+21%	+$88.3K	0.23%	110
2018 Q3	$438K	Sell	8,334 -235	-3%	-$13.4K	0.19%	120
2018 Q2	$475K	Buy	8,569 +3,759	+78%	+$201K	0.22%	109
2018 Q1	$252K	Buy	+4,810	New	+$286K	0.12%	158

Other funds holding WFC

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

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 Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Chesapeake Wealth Management's WFC Position: Q1 2026 in Review

Chesapeake Wealth Management increased its Wells Fargo (WFC) stake by 0.33% in Q1 2026, buying an estimated $1.2K and bringing the position to 4,254 shares worth $339K. The position accounts for 0.1% of the portfolio, ranked #125.

Chesapeake Wealth Management first reported a position in WFC in Q1 2018 and has held it in 25 quarters since. The position peaked at $488K in Q4 2019. 2,798 funds tracked by Wall St. Rank hold WFC as of Q1 2026.

Chesapeake Wealth Management held 4,254 shares of Wells Fargo worth $339K as of Q1 2026.
Chesapeake Wealth Management bought 14 Wells Fargo shares in Q1 2026, an estimated $1.2K.
Wells Fargo made up 0.1% of Chesapeake Wealth Management's portfolio in Q1 2026, its #125 holding.
Chesapeake Wealth Management first reported a position in Wells Fargo in Q1 2018 and has held it in 25 quarters since.
Chesapeake Wealth Management's Wells Fargo position peaked at $488K in Q4 2019.
2,798 funds tracked by Wall St. Rank held Wells Fargo as of Q1 2026.

Based on Chesapeake Wealth Management's 13F filing for Q1 2026, filed 18 May 2026.