Chevy Chase Trust
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Chevy Chase Trust’s Wells Fargo WFC Stock Holding History

Chevy Chase Trust’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 		$123M Sell
1,542,722
-56,418
-4% -$4.85M 0.35% 57
2025
Q4 		$149M Sell
1,599,140
-43,763
-3% -$3.8M 0.4% 42
2025
Q3 		$138M Sell
1,642,903
-88,091
-5% -$7.14M 0.38% 42
2025
Q2 		$139M Sell
1,730,994
-1,615
-0.1% -$116K 0.4% 42
2025
Q1 		$124M Sell
1,732,609
-22,174
-1% -$1.66M 0.4% 47
2024
Q4 		$123M Sell
1,754,783
-77,468
-4% -$5.29M 0.38% 45
2024
Q3 		$104M Sell
1,832,251
-77,775
-4% -$4.4M 0.32% 61
2024
Q2 		$113M Sell
1,910,026
-89,805
-4% -$5.3M 0.36% 53
2024
Q1 		$116M Sell
1,999,831
-35,536
-2% -$1.86M 0.38% 53
2023
Q4 		$100M Sell
2,035,367
-28,029
-1% -$1.21M 0.36% 57
2023
Q3 		$84.3M Sell
2,063,396
-102,250
-5% -$4.41M 0.33% 63
2023
Q2 		$92.4M Sell
2,165,646
-56,103
-3% -$2.26M 0.35% 64
2023
Q1 		$83M Buy
2,221,749
+22,719
+1% +$990K 0.33% 71
2022
Q4 		$90.8M Sell
2,199,030
-124,450
-5% -$5.51M 0.39% 56
2022
Q3 		$93.5M Buy
2,323,480
+27,076
+1% +$1.16M 0.4% 53
2022
Q2 		$90M Sell
2,296,404
-51,122
-2% -$2.24M 0.37% 60
2022
Q1 		$114M Sell
2,347,526
-54,494
-2% -$2.92M 0.39% 53
2021
Q4 		$115M Sell
2,402,020
-130,124
-5% -$6.41M 0.37% 62
2021
Q3 		$118M Sell
2,532,144
-114,412
-4% -$5.3M 0.41% 54
2021
Q2 		$120M Sell
2,646,556
-136,579
-5% -$6.1M 0.41% 54
2021
Q1 		$109M Sell
2,783,135
-207,766
-7% -$7.36M 0.39% 54
2020
Q4 		$90.3M Sell
2,990,901
-86,434
-3% -$2.24M 0.32% 72
2020
Q3 		$72.3M Buy
3,077,335
+62,036
+2% +$1.53M 0.29% 83
2020
Q2 		$77.2M Sell
3,015,299
-277,024
-8% -$7.58M 0.31% 77
2020
Q1 		$94.5M Buy
3,292,323
+55,804
+2% +$2.37M 0.44% 57
2019
Q4 		$174M Sell
3,236,519
-133,944
-4% -$7.02M 0.66% 30
2019
Q3 		$170M Sell
3,370,463
-28,112
-0.8% -$1.32M 0.7% 31
2019
Q2 		$161M Sell
3,398,575
-40,531
-1% -$1.9M 0.67% 32
2019
Q1 		$166M Sell
3,439,106
-72,567
-2% -$3.57M 0.69% 30
2018
Q4 		$162M Sell
3,511,673
-84,292
-2% -$4.32M 0.79% 25
2018
Q3 		$189M Sell
3,595,965
-133,204
-4% -$7.61M 0.78% 23
2018
Q2 		$207M Sell
3,729,169
-22,631
-0.6% -$1.21M 0.9% 19
2018
Q1 		$197M Sell
3,751,800
-125,971
-3% -$7.48M 0.87% 18
2017
Q4 		$235M Sell
3,877,771
-57,554
-1% -$3.25M 1.01% 15
2017
Q3 		$217M Buy
3,935,325
+12,905
+0.3% +$686K 0.98% 16
2017
Q2 		$217M Sell
3,922,420
-19,162
-0.5% -$1.03M 1.04% 14
2017
Q1 		$219M Buy
3,941,582
+103,231
+3% +$5.86M 1.08% 14
2016
Q4 		$212M Sell
3,838,351
-7,484
-0.2% -$376K 1.12% 14
2016
Q3 		$170M Sell
3,845,835
-156,158
-4% -$7.47M 0.93% 17
2016
Q2 		$189M Buy
4,001,993
+51,723
+1% +$2.52M 1.06% 16
2016
Q1 		$191M Buy
3,950,270
+66,452
+2% +$3.25M 1.09% 14
2015
Q4 		$211M Buy
3,883,818
+6,504
+0.2% +$353K 1.24% 10
2015
Q3 		$199M Buy
3,877,314
+120,908
+3% +$6.65M 1.24% 8
2015
Q2 		$211M Buy
3,756,406
+44,583
+1% +$2.49M 1.27% 8
2015
Q1 		$202M Buy
3,711,823
+104,756
+3% +$5.66M 1.22% 8
2014
Q4 		$198M Sell
3,607,067
-54,336
-1% -$2.88M 1.24% 9
2014
Q3 		$190M Buy
3,661,403
+190,725
+5% +$9.81M 1.23% 9
2014
Q2 		$182M Sell
3,470,678
-65,372
-2% -$3.29M 1.27% 9
2014
Q1 		$176M Buy
3,536,050
+627
+0% +$29.2K 1.26% 10
2013
Q4 		$161M Buy
3,535,423
+22,565
+0.6% +$975K 1.17% 12
2013
Q3 		$145M Buy
3,512,858
+17,598
+0.5% +$751K 1.18% 13
2013
Q2 		$144M Buy
+3,495,260
New +$136M 1.26% 12

Other funds holding WFC

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Wellington Management Group
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
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Chevy Chase Trust's WFC Position: Q1 2026 in Review

Chevy Chase Trust reduced its Wells Fargo (WFC) stake by 3.5% in Q1 2026, selling an estimated $4.85M and leaving 1,542,722 shares worth $123M. The position accounts for 0.35% of the portfolio, ranked #57.

Chevy Chase Trust first reported a position in WFC in Q2 2013 and has held it in 52 quarters since. The position peaked at $235M in Q4 2017. 2,801 funds tracked by Wall St. Rank hold WFC as of Q1 2026.

  • Chevy Chase Trust held 1,542,722 shares of Wells Fargo worth $123M as of Q1 2026.
  • Chevy Chase Trust sold 56,418 Wells Fargo shares in Q1 2026, an estimated $4.85M.
  • Wells Fargo made up 0.35% of Chevy Chase Trust's portfolio in Q1 2026, its #57 holding.
  • Chevy Chase Trust first reported a position in Wells Fargo in Q2 2013 and has held it in 52 quarters since.
  • Chevy Chase Trust's Wells Fargo position peaked at $235M in Q4 2017.
  • 2,801 funds tracked by Wall St. Rank held Wells Fargo as of Q1 2026.

Based on Chevy Chase Trust's 13F filing for Q1 2026, filed 15 May 2026.