Iams Wealth Management’s Wells Fargo WFC Stock Holding History

Iams 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 Q2	$2.89M	Buy	35,009 +2,311	+7%	+$186K	0.87%	34
2026 Q1	$2.6M	Buy	32,698 +5,124	+19%	+$440K	0.91%	32
2025 Q4	$2.57M	Sell	27,574 -2,956	-10%	-$257K	0.93%	28
2025 Q3	$2.56M	Sell	30,530 -953	-3%	-$77.3K	1.03%	27
2025 Q2	$2.52M	Sell	31,483 -2,528	-7%	-$182K	1.16%	22
2025 Q1	$2.44M	Sell	34,011 -970	-3%	-$72.8K	1.12%	26
2024 Q4	$2.46M	Sell	34,981 -164	-0.5%	-$11.2K	1.12%	23
2024 Q3	$1.99M	Buy	35,145 +2,835	+9%	+$160K	0.97%	30
2024 Q2	$1.92M	Sell	32,310 -3,788	-10%	-$224K	1.05%	25
2024 Q1	$1.98M	Sell	36,098 -2,733	-7%	-$143K	1.21%	17
2023 Q4	$1.91M	Sell	38,831 -3,176	-8%	-$137K	1.24%	18
2023 Q3	$1.72M	Buy	+42,007	New	+$1.81M	1.19%	24
2023 Q2	–	Sell	-36,862	Closed	-$1.48M	–	225
2023 Q1	$1.38M	Buy	36,862 +16,201	+78%	+$706K	1.15%	23
2022 Q4	$853K	Buy	+20,661	New	+$914K	0.87%	38

Other funds holding WFC

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Norges Bank Oslo, Norway $1T AUM

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Iams Wealth Management's WFC Position: Q2 2026 in Review

Iams Wealth Management increased its Wells Fargo (WFC) stake by 7.1% in Q2 2026, buying an estimated $186K and bringing the position to 35,009 shares worth $2.89M. The position accounts for 0.87% of the portfolio, ranked #34.

Iams Wealth Management first reported a position in WFC in Q4 2022 and has held it in 14 quarters since. 2,871 funds tracked by Wall St. Rank hold WFC as of Q2 2026.

Iams Wealth Management held 35,009 shares of Wells Fargo worth $2.89M as of Q2 2026.
Iams Wealth Management bought 2,311 Wells Fargo shares in Q2 2026, an estimated $186K.
Wells Fargo made up 0.87% of Iams Wealth Management's portfolio in Q2 2026, its #34 holding.
Iams Wealth Management first reported a position in Wells Fargo in Q4 2022 and has held it in 14 quarters since.
2,871 funds tracked by Wall St. Rank held Wells Fargo as of Q2 2026.

Based on Iams Wealth Management's 13F filing for Q2 2026, filed 16 Jul 2026.