LBMC Investment Advisors’s Wells Fargo WFC Stock Holding History

LBMC Investment Advisors’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	$926K	Sell	11,626 -101	-0.9%	-$8.68K	0.06%	110
2025 Q4	$1.09M	Buy	11,727 +101	+0.9%	+$8.77K	0.07%	98
2025 Q3	$975K	Buy	11,626 +4,495	+63%	+$365K	0.06%	103
2025 Q2	$571K	Buy	7,131 +334	+5%	+$24.1K	0.04%	116
2025 Q1	$488K	Hold	6,797	–	–	0.04%	120
2024 Q4	$477K	Hold	6,797	–	–	0.04%	121
2024 Q3	$384K	Hold	6,797	–	–	0.03%	129
2024 Q2	$404K	Hold	6,797	–	–	0.04%	116
2024 Q1	$394K	Buy	6,797 +241	+4%	+$12.6K	0.03%	116
2023 Q4	$323K	Hold	6,556	–	–	0.03%	121
2023 Q3	$254K	Hold	6,556	–	–	0.03%	131
2023 Q2	$280K	Hold	6,556	–	–	0.03%	127
2023 Q1	$245K	Hold	6,556	–	–	0.02%	141
2022 Q4	$271K	Sell	6,556 -5	-0.1%	-$221	0.03%	130
2022 Q3	$264K	Buy	+6,561	New	+$282K	0.03%	123

Other funds holding WFC

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

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 Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

LBMC Investment Advisors's WFC Position: Q1 2026 in Review

LBMC Investment Advisors reduced its Wells Fargo (WFC) stake by 0.86% in Q1 2026, selling an estimated $8.68K and leaving 11,626 shares worth $926K. The position accounts for 0.06% of the portfolio, ranked #110.

LBMC Investment Advisors first reported a position in WFC in Q3 2022 and has held it in 15 quarters since. The position peaked at $1.09M in Q4 2025. 2,802 funds tracked by Wall St. Rank hold WFC as of Q1 2026.

LBMC Investment Advisors held 11,626 shares of Wells Fargo worth $926K as of Q1 2026.
LBMC Investment Advisors sold 101 Wells Fargo shares in Q1 2026, an estimated $8.68K.
Wells Fargo made up 0.06% of LBMC Investment Advisors's portfolio in Q1 2026, its #110 holding.
LBMC Investment Advisors first reported a position in Wells Fargo in Q3 2022 and has held it in 15 quarters since.
LBMC Investment Advisors's Wells Fargo position peaked at $1.09M in Q4 2025.
2,802 funds tracked by Wall St. Rank held Wells Fargo as of Q1 2026.

Based on LBMC Investment Advisors's 13F filing for Q1 2026, filed 14 May 2026.