LOM Asset Management
WFC icon

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
Q3 		$2.36M Buy
29,478
+165
+0.6% +$14.3K 0.6% 58
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
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $704B AUM 26.74% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $142B AUM 43.93% 1-Year Est. Return

LOM Asset Management's WFC Position: Q3 2026 in Review

LOM Asset Management increased its Wells Fargo (WFC) stake by 0.56% in Q3 2026, buying an estimated $14.3K and bringing the position to 29,478 shares worth $2.36M. The position accounts for 0.6% of the portfolio, ranked #58.

LOM Asset Management first reported a position in WFC in Q2 2025 and has held it in 6 quarters since. The position peaked at $2.64M in Q4 2025. 2,516 funds tracked by Wall St. Rank hold WFC as of Q3 2026.

  • LOM Asset Management held 29,478 shares of Wells Fargo worth $2.36M as of Q3 2026.
  • LOM Asset Management bought 165 Wells Fargo shares in Q3 2026, an estimated $14.3K.
  • Wells Fargo made up 0.6% of LOM Asset Management's portfolio in Q3 2026, its #58 holding.
  • LOM Asset Management first reported a position in Wells Fargo in Q2 2025 and has held it in 6 quarters since.
  • LOM Asset Management's Wells Fargo position peaked at $2.64M in Q4 2025.
  • 2,516 funds tracked by Wall St. Rank held Wells Fargo as of Q3 2026.

Based on LOM Asset Management's 13F filing for Q3 2026, filed 12 Nov 2026.