LOM Asset Management’s Wells Fargo WFC Stock Holding History

LOM Asset 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
2026 Q2	$2.42M	Buy	29,313 +603	+2%	+$48.5K	0.63%	54
2026 Q1	$2.29M	Buy	28,710 +367	+1%	+$31.5K	0.66%	56
2025 Q4	$2.64M	Buy	28,343 +3,206	+13%	+$278K	0.77%	37
2025 Q3	$2.11M	Buy	25,137 +642	+3%	+$52.1K	0.64%	54
2025 Q2	$1.96M	Buy	+24,495	New	+$1.77M	0.66%	52

Other funds holding WFC

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Norges Bank Oslo, Norway $1T AUM

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

LOM Asset Management's WFC Position: Q2 2026 in Review

LOM Asset Management increased its Wells Fargo (WFC) stake by 2.1% in Q2 2026, buying an estimated $48.5K and bringing the position to 29,313 shares worth $2.42M. The position accounts for 0.63% of the portfolio, ranked #54.

LOM Asset Management first reported a position in WFC in Q2 2025 and has held it in 5 quarters since. The position peaked at $2.64M in Q4 2025. 2,871 funds tracked by Wall St. Rank hold WFC as of Q2 2026.

LOM Asset Management held 29,313 shares of Wells Fargo worth $2.42M as of Q2 2026.
LOM Asset Management bought 603 Wells Fargo shares in Q2 2026, an estimated $48.5K.
Wells Fargo made up 0.63% of LOM Asset Management's portfolio in Q2 2026, its #54 holding.
LOM Asset Management first reported a position in Wells Fargo in Q2 2025 and has held it in 5 quarters since.
LOM Asset Management's Wells Fargo position peaked at $2.64M in Q4 2025.
2,871 funds tracked by Wall St. Rank held Wells Fargo as of Q2 2026.

Based on LOM Asset Management's 13F filing for Q2 2026, filed 4 Aug 2026.