LMG Wealth Partners’s Wells Fargo WFC Stock Holding History

LMG Wealth Partners’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	$3.94M	Buy	49,493 +1,902	+4%	+$163K	0.72%	47
2025 Q4	$4.44M	Buy	47,591 +143	+0.3%	+$12.4K	0.83%	42
2025 Q3	$3.98M	Sell	47,448 -12	-0%	-$973	0.74%	47
2025 Q2	$3.8M	Buy	47,460 +36,840	+347%	+$2.66M	0.78%	47
2025 Q1	$762K	Buy	10,620 +44	+0.4%	+$3.3K	0.17%	91
2024 Q4	$743K	Buy	10,576 +44	+0.4%	+$3K	0.16%	90
2024 Q3	$595K	Buy	10,532 +59	+0.6%	+$3.34K	0.14%	88
2024 Q2	$622K	Buy	10,473 +50	+0.5%	+$2.95K	0.16%	86
2024 Q1	$604K	Hold	10,423	–	–	0.15%	91
2023 Q4	$513K	Buy	10,423 +1,591	+18%	+$68.7K	0.14%	74
2023 Q3	$361K	Hold	8,832	–	–	0.11%	80
2023 Q2	$377K	Hold	8,832	–	–	0.12%	81
2023 Q1	$330K	Hold	8,832	–	–	0.11%	85
2022 Q4	$390K	Buy	+8,832	New	+$391K	0.13%	81

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

LMG Wealth Partners's WFC Position: Q1 2026 in Review

LMG Wealth Partners increased its Wells Fargo (WFC) stake by 4% in Q1 2026, buying an estimated $163K and bringing the position to 49,493 shares worth $3.94M. The position accounts for 0.72% of the portfolio, ranked #47.

LMG Wealth Partners first reported a position in WFC in Q4 2022 and has held it in 14 quarters since. The position peaked at $4.44M in Q4 2025. 2,799 funds tracked by Wall St. Rank hold WFC as of Q1 2026.

LMG Wealth Partners held 49,493 shares of Wells Fargo worth $3.94M as of Q1 2026.
LMG Wealth Partners bought 1,902 Wells Fargo shares in Q1 2026, an estimated $163K.
Wells Fargo made up 0.72% of LMG Wealth Partners's portfolio in Q1 2026, its #47 holding.
LMG Wealth Partners first reported a position in Wells Fargo in Q4 2022 and has held it in 14 quarters since.
LMG Wealth Partners's Wells Fargo position peaked at $4.44M in Q4 2025.
2,799 funds tracked by Wall St. Rank held Wells Fargo as of Q1 2026.

Based on LMG Wealth Partners's 13F filing for Q1 2026, filed 17 Apr 2026.