CM Wealth Advisors’s Wells Fargo WFC Stock Holding History

CM Wealth Advisors’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	$327K	Buy	4,110 +382	+10%	+$32.8K	0.07%	108
2025 Q4	$347K	Buy	+3,728	New	+$324K	0.08%	101
2025 Q2	–	Sell	-3,110	Closed	-$223K	–	89
2025 Q1	$223K	Hold	3,110	–	–	0.07%	79
2024 Q4	$218K	Buy	+3,110	New	+$212K	0.07%	81
2024 Q2	–	Sell	-6,662	Closed	-$401K	–	182
2024 Q1	$401K	Buy	+6,662	New	+$349K	0.11%	102
2023 Q3	–	Sell	-8,216	Closed	-$379K	–	176
2023 Q2	$379K	Sell	8,216 -27,067	-77%	-$1.09M	0.12%	85
2023 Q1	$1.39M	Buy	+35,283	New	+$1.54M	0.27%	93

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

CM Wealth Advisors's WFC Position: Q1 2026 in Review

CM Wealth Advisors increased its Wells Fargo (WFC) stake by 10% in Q1 2026, buying an estimated $32.8K and bringing the position to 4,110 shares worth $327K. The position accounts for 0.07% of the portfolio, ranked #108.

CM Wealth Advisors first reported a position in WFC in Q1 2023 and has held it in 7 quarters since. The position peaked at $1.39M in Q1 2023. 2,802 funds tracked by Wall St. Rank hold WFC as of Q1 2026.

CM Wealth Advisors held 4,110 shares of Wells Fargo worth $327K as of Q1 2026.
CM Wealth Advisors bought 382 Wells Fargo shares in Q1 2026, an estimated $32.8K.
Wells Fargo made up 0.07% of CM Wealth Advisors's portfolio in Q1 2026, its #108 holding.
CM Wealth Advisors first reported a position in Wells Fargo in Q1 2023 and has held it in 7 quarters since.
CM Wealth Advisors's Wells Fargo position peaked at $1.39M in Q1 2023.
2,802 funds tracked by Wall St. Rank held Wells Fargo as of Q1 2026.

Based on CM Wealth Advisors's 13F filing for Q1 2026, filed 8 May 2026.