GM Advisory Group’s Wells Fargo WFC Stock Holding History

GM Advisory Group’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	$2.2M	Sell	27,659 -1,791	-6%	-$154K	0.08%	102
2025 Q4	$2.74M	Sell	29,450 -1,498	-5%	-$130K	0.11%	92
2025 Q3	$2.59M	Sell	30,948 -2,460	-7%	-$199K	0.11%	86
2025 Q2	$2.68M	Buy	33,408 +6,081	+22%	+$438K	0.13%	79
2025 Q1	$1.96M	Buy	27,327 +196	+0.7%	+$14.7K	0.11%	84
2024 Q4	$1.91M	Buy	27,131 +10,002	+58%	+$683K	0.11%	87
2024 Q3	$968K	Buy	17,129 +272	+2%	+$15.4K	0.06%	114
2024 Q2	$1M	Sell	16,857 -67	-0.4%	-$3.96K	0.06%	114
2024 Q1	$981K	Buy	16,924 +147	+0.9%	+$7.69K	0.07%	113
2023 Q4	$826K	Buy	16,777 +451	+3%	+$19.5K	0.06%	108
2023 Q3	$667K	Sell	16,326 -649	-4%	-$28K	0.05%	102
2023 Q2	$724K	Buy	16,975 +51	+0.3%	+$2.05K	0.06%	100
2023 Q1	$633K	Buy	16,924 +76	+0.5%	+$3.31K	0.06%	107
2022 Q4	$696K	Sell	16,848 -36	-0.2%	-$1.59K	0.07%	93
2022 Q3	$679K	Buy	16,884 +179	+1%	+$7.69K	0.09%	89
2022 Q2	$654K	Hold	16,705	–	–	0.1%	95
2022 Q1	$810K	Buy	16,705 +46	+0.3%	+$2.46K	0.1%	100
2021 Q4	$799K	Buy	16,659 +105	+0.6%	+$5.17K	0.07%	106
2021 Q3	$768K	Buy	16,554 +300	+2%	+$13.9K	0.08%	105
2021 Q2	$736K	Buy	16,254 +4	+0%	+$179	0.08%	105
2021 Q1	$635K	Buy	+16,250	New	+$575K	0.08%	107
2018 Q2	–	Sell	-5,439	Closed	-$285K	–	129
2018 Q1	$285K	Sell	5,439 -1,700	-24%	-$101K	0.09%	93
2017 Q4	$433K	Hold	7,139	–	–	0.12%	72
2017 Q3	$394K	Sell	7,139 -2,601	-27%	-$138K	0.12%	72
2017 Q2	$540K	Sell	9,740 -2,113	-18%	-$113K	0.17%	59
2017 Q1	$660K	Buy	11,853 +176	+2%	+$9.99K	0.23%	52
2016 Q4	$644K	Buy	+11,677	New	+$587K	0.23%	52
2016 Q1	–	Sell	-10,364	Closed	-$563K	–	59
2015 Q4	$563K	Buy	+10,364	New	+$563K	0.28%	33

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

GM Advisory Group's WFC Position: Q1 2026 in Review

GM Advisory Group reduced its Wells Fargo (WFC) stake by 6.1% in Q1 2026, selling an estimated $154K and leaving 27,659 shares worth $2.2M. The position accounts for 0.08% of the portfolio, ranked #102.

GM Advisory Group first reported a position in WFC in Q4 2015 and has held it in 28 quarters since. The position peaked at $2.74M in Q4 2025. 2,798 funds tracked by Wall St. Rank hold WFC as of Q1 2026.

GM Advisory Group held 27,659 shares of Wells Fargo worth $2.2M as of Q1 2026.
GM Advisory Group sold 1,791 Wells Fargo shares in Q1 2026, an estimated $154K.
Wells Fargo made up 0.08% of GM Advisory Group's portfolio in Q1 2026, its #102 holding.
GM Advisory Group first reported a position in Wells Fargo in Q4 2015 and has held it in 28 quarters since.
GM Advisory Group's Wells Fargo position peaked at $2.74M in Q4 2025.
2,798 funds tracked by Wall St. Rank held Wells Fargo as of Q1 2026.

Based on GM Advisory Group's 13F filing for Q1 2026, filed 28 Apr 2026.