IWM
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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
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
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