Kelly Lawrence W & Associates’s Wells Fargo WFC Stock Holding History

Kelly Lawrence W & Associates’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	$364K	Hold	4,400	–	–	0.08%	67
2026 Q1	$350K	Hold	4,400	–	–	0.1%	68
2025 Q4	$410K	Hold	4,400	–	–	0.1%	65
2025 Q3	$369K	Hold	4,400	–	–	0.09%	67
2025 Q2	$353K	Hold	4,400	–	–	0.09%	63
2025 Q1	$316K	Hold	4,400	–	–	0.08%	69
2024 Q4	$309K	Hold	4,400	–	–	0.07%	71
2024 Q3	$249K	Buy	4,400 +2,400	+120%	+$136K	0.06%	79
2024 Q2	$119K	Buy	2,000 +1,000	+100%	+$59K	0.03%	99
2024 Q1	$58K	Buy	+1,000	New	+$52.3K	0.01%	112
2018 Q1	–	Sell	-100	Closed	-$6K	–	155
2017 Q4	$6K	Buy	+100	New	+$5.65K	﹤0.01%	153
2017 Q2	–	Sell	-90	Closed	-$5K	–	199
2017 Q1	$5K	Hold	90	–	–	﹤0.01%	154
2016 Q4	$5K	Hold	90	–	–	﹤0.01%	153
2016 Q3	$4K	Sell	90 -338	-79%	-$16.2K	﹤0.01%	165
2016 Q2	$20K	Buy	428 +258	+152%	+$12.6K	﹤0.01%	163
2016 Q1	$8K	Hold	170	–	–	﹤0.01%	147
2015 Q4	$9K	Hold	170	–	–	﹤0.01%	149
2015 Q3	$9K	Hold	170	–	–	﹤0.01%	131
2015 Q2	$10K	Hold	170	–	–	﹤0.01%	131
2015 Q1	$9K	Hold	170	–	–	﹤0.01%	115
2014 Q4	$9K	Buy	+170	New	+$9K	﹤0.01%	120
2014 Q3	–	Sell	-170	Closed	-$9K	–	116
2014 Q2	$9K	Sell	170 -1,000	-85%	-$50.3K	﹤0.01%	121
2014 Q1	$58K	Buy	1,170 +170	+17%	+$7.92K	0.01%	97
2013 Q4	$45K	Buy	+1,000	New	+$43.2K	0.01%	101
2013 Q3	–	Sell	-1,000	Closed	-$41K	–	110
2013 Q2	$41K	Buy	+1,000	New	+$39K	0.01%	97

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

Kelly Lawrence W & Associates's WFC Position: Q2 2026 in Review

Kelly Lawrence W & Associates held its Wells Fargo (WFC) position steady in Q2 2026 at 4,400 shares worth $364K. The position accounts for 0.08% of the portfolio, ranked #67.

Kelly Lawrence W & Associates first reported a position in WFC in Q2 2013 and has held it in 25 quarters since. The position peaked at $410K in Q4 2025. 2,866 funds tracked by Wall St. Rank hold WFC as of Q2 2026.

Kelly Lawrence W & Associates held 4,400 shares of Wells Fargo worth $364K as of Q2 2026.
Kelly Lawrence W & Associates left its Wells Fargo share count unchanged in Q2 2026.
Wells Fargo made up 0.08% of Kelly Lawrence W & Associates's portfolio in Q2 2026, its #67 holding.
Kelly Lawrence W & Associates first reported a position in Wells Fargo in Q2 2013 and has held it in 25 quarters since.
Kelly Lawrence W & Associates's Wells Fargo position peaked at $410K in Q4 2025.
2,866 funds tracked by Wall St. Rank held Wells Fargo as of Q2 2026.

Based on Kelly Lawrence W & Associates's 13F filing for Q2 2026, filed 14 Aug 2026.