Lipe & Dalton’s Wells Fargo WFC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $1.23M | Hold |
14,838
| – | – | 0.57% | 43 |
|
|
2026
Q1 | $1.18M | Hold |
14,838
| – | – | 0.62% | 42 |
|
|
2025
Q4 | $1.38M | Sell |
14,838
-1,080
| -7% | -$93.8K | 0.68% | 42 |
|
|
2025
Q3 | $1.33M | Sell |
15,918
-50
| -0.3% | -$4.05K | 0.66% | 44 |
|
|
2025
Q2 | $1.28M | Hold |
15,968
| – | – | 0.69% | 44 |
|
|
2025
Q1 | $1.15M | Sell |
15,968
-500
| -3% | -$37.5K | 0.64% | 45 |
|
|
2024
Q4 | $1.16M | Hold |
16,468
| – | – | 0.61% | 46 |
|
|
2024
Q3 | $930K | Hold |
16,468
| – | – | 0.47% | 55 |
|
|
2024
Q2 | $978K | Buy |
16,468
+168
| +1% | +$9.92K | 0.53% | 54 |
|
|
2024
Q1 | $945K | Sell |
16,300
-1,000
| -6% | -$52.3K | 0.49% | 52 |
|
|
2023
Q4 | $852K | Hold |
17,300
| – | – | 0.46% | 54 |
|
|
2023
Q3 | $707K | Hold |
17,300
| – | – | 0.43% | 55 |
|
|
2023
Q2 | $738K | Sell |
17,300
-300
| -2% | -$12.1K | 0.42% | 55 |
|
|
2023
Q1 | $658K | Hold |
17,600
| – | – | 0.38% | 56 |
|
|
2022
Q4 | $727K | Buy |
17,600
+850
| +5% | +$37.6K | 0.42% | 56 |
|
|
2022
Q3 | $674K | Buy |
16,750
+1,000
| +6% | +$43K | 0.42% | 55 |
|
|
2022
Q2 | $617K | Buy |
15,750
+5,750
| +58% | +$252K | 0.36% | 57 |
|
|
2022
Q1 | $485K | Buy |
10,000
+1,300
| +15% | +$69.6K | 0.24% | 60 |
|
|
2021
Q4 | $417K | Hold |
8,700
| – | – | 0.2% | 66 |
|
|
2021
Q3 | $404K | Sell |
8,700
-550
| -6% | -$25.5K | 0.21% | 60 |
|
|
2021
Q2 | $419K | Buy |
9,250
+700
| +8% | +$31.3K | 0.22% | 60 |
|
|
2021
Q1 | $334K | Buy |
8,550
+1,400
| +20% | +$49.6K | 0.19% | 62 |
|
|
2020
Q4 | $216K | Sell |
7,150
-7,545
| -51% | -$195K | 0.13% | 68 |
|
|
2020
Q3 | $345K | Hold |
14,695
| – | – | 0.24% | 57 |
|
|
2020
Q2 | $376K | Buy |
+14,695
| New | +$402K | 0.27% | 55 |
|
|
2020
Q1 | – | Sell |
-2,545
| Closed | -$137K | – | 106 |
|
|
2019
Q4 | $137K | Sell |
2,545
-150
| -6% | -$7.86K | 0.09% | 80 |
|
|
2019
Q3 | $136K | Buy |
+2,695
| New | +$127K | 0.1% | 77 |
|
|
2018
Q1 | – | Sell |
-2,695
| Closed | -$164K | – | 83 |
|
|
2017
Q4 | $164K | Buy |
+2,695
| New | +$152K | 0.11% | 64 |
|
|
2016
Q3 | – | Sell |
-4,120
| Closed | -$195K | – | 92 |
|
|
2016
Q2 | $195K | Buy |
4,120
+425
| +12% | +$20.7K | 0.13% | 83 |
|
|
2016
Q1 | $179K | Hold |
3,695
| – | – | 0.14% | 63 |
|
|
2015
Q4 | $201K | Sell |
3,695
-550
| -13% | -$29.9K | 0.16% | 61 |
|
|
2015
Q3 | $218K | Hold |
4,245
| – | – | 0.18% | 63 |
|
|
2015
Q2 | $239K | Hold |
4,245
| – | – | 0.17% | 64 |
|
|
2015
Q1 | $231K | Hold |
4,245
| – | – | 0.16% | 62 |
|
|
2014
Q4 | $233K | Hold |
4,245
| – | – | 0.16% | 59 |
|
|
2014
Q3 | $220K | Sell |
4,245
-65
| -2% | -$3.34K | 0.14% | 57 |
|
|
2014
Q2 | $227K | Buy |
+4,310
| New | +$217K | 0.14% | 56 |
|
Other funds holding WFC
Lipe & Dalton's WFC Position: Q2 2026 in Review
Lipe & Dalton held its Wells Fargo (WFC) position steady in Q2 2026 at 14,838 shares worth $1.23M. The position accounts for 0.57% of the portfolio, ranked #43.
Lipe & Dalton first reported a position in WFC in Q2 2014 and has held it in 37 quarters since. The position peaked at $1.38M in Q4 2025. 2,857 funds tracked by Wall St. Rank hold WFC as of Q2 2026.
- Lipe & Dalton held 14,838 shares of Wells Fargo worth $1.23M as of Q2 2026.
- Lipe & Dalton left its Wells Fargo share count unchanged in Q2 2026.
- Wells Fargo made up 0.57% of Lipe & Dalton's portfolio in Q2 2026, its #43 holding.
- Lipe & Dalton first reported a position in Wells Fargo in Q2 2014 and has held it in 37 quarters since.
- Lipe & Dalton's Wells Fargo position peaked at $1.38M in Q4 2025.
- 2,857 funds tracked by Wall St. Rank held Wells Fargo as of Q2 2026.
Based on Lipe & Dalton's 13F filing for Q2 2026, filed 14 Jul 2026.