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LM Advisors’s Wells Fargo WFC Stock Holding History

LM 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
2025
Q3 		– Sell
-2,667
Closed -$214K – 212
2025
Q2 		$214K Buy
+2,667
New +$192K 0.03% 180
2025
Q1 		– Sell
-3,049
Closed -$214K – 220
2024
Q4 		$214K Buy
+3,049
New +$208K 0.04% 184
2024
Q1 		– Sell
-4,038
Closed -$199K – 697
2023
Q4 		$199K Buy
+4,038
New +$174K 0.04% 196

Other funds holding WFC

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $146B AUM 55.73% 1-Year Est. Return

LM Advisors's WFC Position: Q3 2025 in Review

LM Advisors sold out of Wells Fargo (WFC) in Q3 2025, closing a stake of 2,667 shares — an estimated $214K sold.

LM Advisors first reported a position in WFC in Q4 2023 and held it in 3 quarters. The position peaked at $214K in Q2 2025. 2,662 funds tracked by Wall St. Rank hold WFC as of Q3 2025.

  • LM Advisors reported no remaining Wells Fargo position as of Q3 2025 after selling out during the quarter.
  • LM Advisors sold 2,667 Wells Fargo shares in Q3 2025, an estimated $214K.
  • LM Advisors first reported a position in Wells Fargo in Q4 2023 and held it in 3 quarters.
  • LM Advisors's Wells Fargo position peaked at $214K in Q2 2025.
  • 2,662 funds tracked by Wall St. Rank held Wells Fargo as of Q3 2025.

Based on LM Advisors's 13F filing for Q3 2025, filed 13 Nov 2025.