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LAM Group’s Wells Fargo WFC Stock Holding History

LAM 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
Q2 		$74.4K Hold
900
– – 0.04% 85
2026
Q1 		$71.6K Buy
+900
New +$77.3K 0.04% 84
2025
Q1 		– Sell
-900
Closed -$63.2K – 127
2024
Q4 		$63.2K Hold
900
– – 0.05% 81
2024
Q3 		$50.8K Hold
900
– – 0.04% 81
2024
Q2 		$53.5K Hold
900
– – 0.05% 80
2024
Q1 		$52.2K Hold
900
– – 0.04% 78
2023
Q4 		$44.3K Hold
900
– – 0.04% 71
2023
Q3 		$36.8K Hold
900
– – 0.04% 65
2023
Q2 		$38.4K Hold
900
– – 0.04% 65
2023
Q1 		$33.6K Hold
900
– – 0.03% 67
2022
Q4 		$37.2K Buy
+900
New +$39.8K 0.04% 68

Other funds holding WFC

Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
KeyBank National Association
KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return
Retirement Systems of Alabama
Retirement Systems of Alabama Montgomery, Alabama $33.2B AUM 38.15% 1-Year Est. Return
CF
Canoe Financial Calgary, Alberta, Canada $8.07B AUM 25.47% 1-Year Est. Return
DJC
Daily Journal Corp Los Angeles, California $257M AUM 13.37% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

LAM Group's WFC Position: Q2 2026 in Review

LAM Group held its Wells Fargo (WFC) position steady in Q2 2026 at 900 shares worth $74.4K. The position accounts for 0.04% of the portfolio, ranked #85.

LAM Group first reported a position in WFC in Q4 2022 and has held it in 11 quarters since. 1,233 funds tracked by Wall St. Rank hold WFC as of Q2 2026.

  • LAM Group held 900 shares of Wells Fargo worth $74.4K as of Q2 2026.
  • LAM Group left its Wells Fargo share count unchanged in Q2 2026.
  • Wells Fargo made up 0.04% of LAM Group's portfolio in Q2 2026, its #85 holding.
  • LAM Group first reported a position in Wells Fargo in Q4 2022 and has held it in 11 quarters since.
  • 1,233 funds tracked by Wall St. Rank held Wells Fargo as of Q2 2026.

Based on LAM Group's 13F filing for Q2 2026, filed 10 Jul 2026.