Greatmark Investment Partners’s Wells Fargo WFC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $876K | Sell |
11,003
-870
| -7% | -$74.7K | 0.1% | 80 |
|
|
2025
Q4 | $1.11M | Sell |
11,873
-650
| -5% | -$56.4K | 0.13% | 76 |
|
|
2025
Q3 | $1.05M | Hold |
12,523
| – | – | 0.13% | 78 |
|
|
2025
Q2 | $1M | Sell |
12,523
-2,520
| -17% | -$182K | 0.13% | 78 |
|
|
2025
Q1 | $1.08M | Sell |
15,043
-1,605
| -10% | -$121K | 0.15% | 74 |
|
|
2024
Q4 | $1.17M | Sell |
16,648
-1,625
| -9% | -$111K | 0.16% | 75 |
|
|
2024
Q3 | $1.03M | Buy |
18,273
+800
| +5% | +$45.2K | 0.14% | 74 |
|
|
2024
Q2 | $1.04M | Hold |
17,473
| – | – | 0.15% | 70 |
|
|
2024
Q1 | $1.01M | Sell |
17,473
-249
| -1% | -$13K | 0.14% | 73 |
|
|
2023
Q4 | $872K | Buy |
17,722
+374
| +2% | +$16.1K | 0.14% | 73 |
|
|
2023
Q3 | $709K | Sell |
17,348
-460
| -3% | -$19.9K | 0.13% | 75 |
|
|
2023
Q2 | $760K | Sell |
17,808
-310,869
| -95% | -$12.5M | 0.13% | 79 |
|
|
2023
Q1 | $12.3M | Sell |
328,677
-4,250
| -1% | -$185K | 2.19% | 16 |
|
|
2022
Q4 | $13.7M | Sell |
332,927
-13,913
| -4% | -$616K | 2.51% | 15 |
|
|
2022
Q3 | $13.9M | Buy |
346,840
+9,320
| +3% | +$400K | 2.69% | 14 |
|
|
2022
Q2 | $13.2M | Buy |
337,520
+20,669
| +7% | +$907K | 2.54% | 15 |
|
|
2022
Q1 | $15.4M | Buy |
316,851
+9,950
| +3% | +$533K | 2.52% | 13 |
|
|
2021
Q4 | $14.7M | Buy |
306,901
+1,413
| +0.5% | +$69.6K | 2.47% | 14 |
|
|
2021
Q3 | $14.2M | Buy |
305,488
+8,520
| +3% | +$394K | 2.66% | 14 |
|
|
2021
Q2 | $13.4M | Buy |
296,968
+10,255
| +4% | +$458K | 2.43% | 15 |
|
|
2021
Q1 | $11.2M | Buy |
286,713
+400
| +0.1% | +$14.2K | 2.19% | 19 |
|
|
2020
Q4 | $8.64M | Sell |
286,313
-32,324
| -10% | -$837K | 1.87% | 20 |
|
|
2020
Q3 | $7.49M | Buy |
318,637
+81,393
| +34% | +$2.01M | 1.88% | 17 |
|
|
2020
Q2 | $6.07M | Buy |
237,244
+46,043
| +24% | +$1.26M | 1.6% | 20 |
|
|
2020
Q1 | $5.49M | Buy |
191,201
+32,405
| +20% | +$1.38M | 1.76% | 18 |
|
|
2019
Q4 | $8.54M | Buy |
158,796
+15,973
| +11% | +$837K | 2.11% | 18 |
|
|
2019
Q3 | $7.2M | Buy |
142,823
+12,113
| +9% | +$571K | 1.97% | 21 |
|
|
2019
Q2 | $6.18M | Buy |
130,710
+12,872
| +11% | +$602K | 1.85% | 19 |
|
|
2019
Q1 | $5.69M | Buy |
117,838
+4,769
| +4% | +$235K | 1.8% | 20 |
|
|
2018
Q4 | $5.21M | Buy |
113,069
+18,651
| +20% | +$955K | 1.87% | 20 |
|
|
2018
Q3 | $4.96M | Buy |
94,418
+6,660
| +8% | +$380K | 1.56% | 23 |
|
|
2018
Q2 | $4.87M | Buy |
87,758
+3,315
| +4% | +$178K | 1.68% | 22 |
|
|
2018
Q1 | $4.43M | Buy |
84,443
+5,072
| +6% | +$301K | 1.61% | 20 |
|
|
2017
Q4 | $4.82M | Sell |
79,371
-2,545
| -3% | -$144K | 1.75% | 21 |
|
|
2017
Q3 | $4.52M | Buy |
81,916
+3,505
| +4% | +$186K | 1.73% | 20 |
|
|
2017
Q2 | $4.34M | Buy |
78,411
+5,775
| +8% | +$309K | 1.74% | 21 |
|
|
2017
Q1 | $4.04M | Buy |
72,636
+1,105
| +2% | +$62.7K | 1.66% | 20 |
|
|
2016
Q4 | $3.94M | Buy |
71,531
+3,584
| +5% | +$180K | 1.66% | 21 |
|
|
2016
Q3 | $3.01M | Buy |
67,947
+1,580
| +2% | +$75.6K | 1.31% | 23 |
|
|
2016
Q2 | $3.14M | Buy |
66,367
+2,680
| +4% | +$131K | 1.4% | 22 |
|
|
2016
Q1 | $3.08M | Buy |
63,687
+4,531
| +8% | +$222K | 1.39% | 23 |
|
|
2015
Q4 | $3.22M | Buy |
59,156
+299
| +0.5% | +$16.2K | 1.41% | 24 |
|
|
2015
Q3 | $3.02M | Buy |
58,857
+957
| +2% | +$52.6K | 1.4% | 24 |
|
|
2015
Q2 | $3.26M | Sell |
57,900
-101
| -0.2% | -$5.63K | 1.39% | 27 |
|
|
2015
Q1 | $3.15M | Buy |
58,001
+4
| +0% | +$216 | 1.35% | 28 |
|
|
2014
Q4 | $3.18M | Sell |
57,997
-673
| -1% | -$35.6K | 1.36% | 24 |
|
|
2014
Q3 | $3.04M | Sell |
58,670
-350
| -0.6% | -$18K | 1.41% | 24 |
|
|
2014
Q2 | $3.1M | Sell |
59,020
-218
| -0.4% | -$11K | 1.3% | 27 |
|
|
2014
Q1 | $2.95M | Buy |
59,238
+7
| +0% | +$326 | 1.31% | 25 |
|
|
2013
Q4 | $2.69M | Buy |
59,231
+108
| +0.2% | +$4.66K | 1.27% | 25 |
|
|
2013
Q3 | $2.44M | Buy |
59,123
+7
| +0% | +$299 | 1.27% | 24 |
|
|
2013
Q2 | $2.44M | Buy |
+59,116
| New | +$2.3M | 1.57% | 19 |
|
Other funds holding WFC
VCM
VPM
Greatmark Investment Partners's WFC Position: Q1 2026 in Review
Greatmark Investment Partners reduced its Wells Fargo (WFC) stake by 7.3% in Q1 2026, selling an estimated $74.7K and leaving 11,003 shares worth $876K. The position accounts for 0.1% of the portfolio, ranked #80.
Greatmark Investment Partners first reported a position in WFC in Q2 2013 and has held it in 52 quarters since. The position peaked at $15.4M in Q1 2022. 2,798 funds tracked by Wall St. Rank hold WFC as of Q1 2026.
- Greatmark Investment Partners held 11,003 shares of Wells Fargo worth $876K as of Q1 2026.
- Greatmark Investment Partners sold 870 Wells Fargo shares in Q1 2026, an estimated $74.7K.
- Wells Fargo made up 0.1% of Greatmark Investment Partners's portfolio in Q1 2026, its #80 holding.
- Greatmark Investment Partners first reported a position in Wells Fargo in Q2 2013 and has held it in 52 quarters since.
- Greatmark Investment Partners's Wells Fargo position peaked at $15.4M in Q1 2022.
- 2,798 funds tracked by Wall St. Rank held Wells Fargo as of Q1 2026.
Based on Greatmark Investment Partners's 13F filing for Q1 2026, filed 28 Apr 2026.