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Lockheed Martin Investment Management’s Wells Fargo WFC Stock Holding History

Lockheed Martin Investment Management’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
Q4 		– Sell
-164,200
Closed -$13.8M – 117
2025
Q3 		$13.8M Sell
164,200
-57,800
-26% -$4.69M 0.51% 38
2025
Q2 		$17.8M Sell
222,000
-271,100
-55% -$19.5M 0.65% 35
2025
Q1 		$35.4M Buy
493,100
+185,300
+60% +$13.9M 1.44% 20
2024
Q4 		$21.6M Buy
307,800
+29,900
+11% +$2.04M 0.86% 27
2024
Q3 		$15.7M Buy
277,900
+189,400
+214% +$10.7M 0.73% 33
2024
Q2 		$5.26M Buy
+88,500
New +$5.22M 0.3% 64
2022
Q1 		– Sell
-44,000
Closed -$2.11M – 177
2021
Q4 		$2.11M Sell
44,000
-45,490
-51% -$2.24M 0.11% 117
2021
Q3 		$4.15M Sell
89,490
-252,820
-74% -$11.7M 0.23% 62
2021
Q2 		$15.5M Sell
342,310
-97,810
-22% -$4.37M 0.81% 28
2021
Q1 		$17.2M Buy
440,120
+217,220
+97% +$7.69M 0.88% 31
2020
Q4 		$6.73M Buy
222,900
+150,500
+208% +$3.9M 0.35% 58
2020
Q3 		$1.7M Buy
+72,400
New +$1.78M 0.11% 67
2017
Q2 		– Sell
-21,900
Closed -$1.22M – 142
2017
Q1 		$1.22M Buy
+21,900
New +$1.24M 0.07% 106
2016
Q2 		– Sell
-8,500
Closed -$411K – 121
2016
Q1 		$411K Sell
8,500
-3,500
-29% -$171K 0.04% 75
2015
Q4 		$652K Hold
12,000
– – 0.06% 71
2015
Q3 		$616K Sell
12,000
-182,000
-94% -$10M 0.07% 78
2015
Q2 		$10.9M Buy
194,000
+141,365
+269% +$7.88M 0.54% 27
2015
Q1 		$2.86M Buy
52,635
+25,635
+95% +$1.39M 0.14% 65
2014
Q4 		$1.48M Hold
27,000
– – 0.06% 78
2014
Q3 		$1.4M Hold
27,000
– – 0.06% 85
2014
Q2 		$1.42M Sell
27,000
-80,000
-75% -$4.02M 0.06% 91
2014
Q1 		$5.32M Sell
107,000
-93,000
-47% -$4.33M 0.27% 60
2013
Q4 		$9.08M Buy
+200,000
New +$8.64M 0.51% 41

Other funds holding WFC

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM

Lockheed Martin Investment Management's WFC Position: Q4 2025 in Review

Lockheed Martin Investment Management sold out of Wells Fargo (WFC) in Q4 2025, closing a stake of 164,200 shares — an estimated $13.8M sold.

Lockheed Martin Investment Management first reported a position in WFC in Q4 2013 and held it in 23 quarters. The position peaked at $35.4M in Q1 2025. 2,897 funds tracked by Wall St. Rank hold WFC as of Q4 2025.

  • Lockheed Martin Investment Management reported no remaining Wells Fargo position as of Q4 2025 after selling out during the quarter.
  • Lockheed Martin Investment Management sold 164,200 Wells Fargo shares in Q4 2025, an estimated $13.8M.
  • Lockheed Martin Investment Management first reported a position in Wells Fargo in Q4 2013 and held it in 23 quarters.
  • Lockheed Martin Investment Management's Wells Fargo position peaked at $35.4M in Q1 2025.
  • 2,897 funds tracked by Wall St. Rank held Wells Fargo as of Q4 2025.

Based on Lockheed Martin Investment Management's 13F filing for Q4 2025, filed 5 Feb 2026.