Chesapeake Wealth Management
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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
Q3 		$296K Sell
3,701
-759
-17% -$65.7K 0.08% 136
2026
Q2 		$369K Buy
4,460
+206
+5% +$16.6K 0.1% 131
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% +$88.2K 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
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $704B AUM 26.74% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $142B AUM 43.93% 1-Year Est. Return

Chesapeake Wealth Management's WFC Position: Q3 2026 in Review

Chesapeake Wealth Management reduced its Wells Fargo (WFC) stake by 17% in Q3 2026, selling an estimated $65.7K and leaving 3,701 shares worth $296K. The position accounts for 0.08% of the portfolio, ranked #136.

Chesapeake Wealth Management first reported a position in WFC in Q1 2018 and has held it in 27 quarters since. The position peaked at $488K in Q4 2019. 2,516 funds tracked by Wall St. Rank hold WFC as of Q3 2026.

  • Chesapeake Wealth Management held 3,701 shares of Wells Fargo worth $296K as of Q3 2026.
  • Chesapeake Wealth Management sold 759 Wells Fargo shares in Q3 2026, an estimated $65.7K.
  • Wells Fargo made up 0.08% of Chesapeake Wealth Management's portfolio in Q3 2026, its #136 holding.
  • Chesapeake Wealth Management first reported a position in Wells Fargo in Q1 2018 and has held it in 27 quarters since.
  • Chesapeake Wealth Management's Wells Fargo position peaked at $488K in Q4 2019.
  • 2,516 funds tracked by Wall St. Rank held Wells Fargo as of Q3 2026.

Based on Chesapeake Wealth Management's 13F filing for Q3 2026, filed 9 Nov 2026.