EWM
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Evermay Wealth Management’s Wells Fargo WFC Stock Holding History

Evermay 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 		$709K Sell
8,908
-157
-2% -$13.5K 0.08% 107
2025
Q4 		$845K Hold
9,065
– – 0.09% 92
2025
Q3 		$760K Hold
9,065
– – 0.09% 102
2025
Q2 		$726K Buy
9,065
+400
+5% +$28.8K 0.09% 104
2025
Q1 		$622K Hold
8,665
– – 0.08% 110
2024
Q4 		$609K Sell
8,665
-36
-0.4% -$2.46K 0.09% 115
2024
Q3 		$492K Hold
8,701
– – 0.08% 125
2024
Q2 		$517K Hold
8,701
– – 0.08% 126
2024
Q1 		$504K Sell
8,701
-33
-0.4% -$1.73K 0.08% 126
2023
Q4 		$430K Buy
8,734
+33
+0.4% +$1.42K 0.08% 115
2023
Q3 		$356K Hold
8,701
– – 0.07% 118
2023
Q2 		$371K Buy
8,701
+36
+0.4% +$1.45K 0.07% 122
2023
Q1 		$324K Buy
8,665
+361
+4% +$15.7K 0.07% 123
2022
Q4 		$343K Hold
8,304
– – 0.07% 122
2022
Q3 		$334K Hold
8,304
– – 0.07% 123
2022
Q2 		$325K Sell
8,304
-130
-2% -$5.71K 0.06% 129
2022
Q1 		$409K Buy
8,434
+6,487
+333% +$347K 0.07% 124
2021
Q4 		$93K Hold
1,947
– – 0.02% 231
2021
Q3 		$90K Sell
1,947
-2,125
-52% -$98.4K 0.02% 224
2021
Q2 		$184K Buy
+4,072
New +$182K 0.03% 184
2020
Q1 		– Sell
-6,591
Closed -$355K – 161
2019
Q4 		$355K Buy
6,591
+364
+6% +$19.1K 0.09% 110
2019
Q3 		$314K Sell
6,227
-310
-5% -$14.6K 0.09% 113
2019
Q2 		$309K Sell
6,537
-957
-13% -$44.8K 0.09% 109
2019
Q1 		$362K Buy
7,494
+2
+0% +$98 0.1% 99
2018
Q4 		$345K Buy
7,492
+818
+12% +$41.9K 0.11% 88
2018
Q3 		$351K Buy
6,674
+1
+0% +$57 0.11% 101
2018
Q2 		$370K Sell
6,673
-48
-0.7% -$2.57K 0.12% 89
2018
Q1 		$352K Buy
6,721
+2,411
+56% +$143K 0.12% 95
2017
Q4 		$261K Buy
+4,310
New +$243K 0.1% 117
2016
Q4 		– Sell
-9,518
Closed -$421K – 82
2016
Q3 		$421K Buy
9,518
+209
+2% +$10K 0.21% 40
2016
Q2 		$441K Buy
9,309
+603
+7% +$29.4K 0.23% 40
2016
Q1 		$421K Sell
8,706
-42
-0.5% -$2.06K 0.24% 39
2015
Q4 		$476K Buy
8,748
+2,040
+30% +$111K 0.28% 32
2015
Q3 		$344K Buy
6,708
+2,310
+53% +$127K 0.21% 50
2015
Q2 		$247K Sell
4,398
-217
-5% -$12.1K 0.15% 70
2015
Q1 		$251K Sell
4,615
-315
-6% -$17K 0.15% 70
2014
Q4 		$270K Sell
4,930
-1,038
-17% -$55K 0.18% 70
2014
Q3 		$310K Buy
5,968
+730
+14% +$37.5K 0.27% 59
2014
Q2 		$275K Buy
+5,238
New +$263K 0.24% 66

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

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

Evermay Wealth Management reduced its Wells Fargo (WFC) stake by 1.7% in Q1 2026, selling an estimated $13.5K and leaving 8,908 shares worth $709K. The position accounts for 0.08% of the portfolio, ranked #107.

Evermay Wealth Management first reported a position in WFC in Q2 2014 and has held it in 39 quarters since. The position peaked at $845K in Q4 2025. 2,801 funds tracked by Wall St. Rank hold WFC as of Q1 2026.

  • Evermay Wealth Management held 8,908 shares of Wells Fargo worth $709K as of Q1 2026.
  • Evermay Wealth Management sold 157 Wells Fargo shares in Q1 2026, an estimated $13.5K.
  • Wells Fargo made up 0.08% of Evermay Wealth Management's portfolio in Q1 2026, its #107 holding.
  • Evermay Wealth Management first reported a position in Wells Fargo in Q2 2014 and has held it in 39 quarters since.
  • Evermay Wealth Management's Wells Fargo position peaked at $845K in Q4 2025.
  • 2,801 funds tracked by Wall St. Rank held Wells Fargo as of Q1 2026.

Based on Evermay Wealth Management's 13F filing for Q1 2026, filed 12 May 2026.