Lombard Odier Asset Management (Switzerland)’s Wells Fargo WFC Stock Holding History

Lombard Odier Asset Management (Switzerland)’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	$11.9M	Buy	150,014 +22,200	+17%	+$1.91M	0.45%	43
2025 Q4	$11.9M	Sell	127,814 -6,800	-5%	-$590K	0.51%	39
2025 Q3	$11.3M	Buy	134,614 +88,860	+194%	+$7.21M	0.51%	34
2025 Q2	$3.67M	Buy	45,754 +2,567	+6%	+$185K	0.18%	121
2025 Q1	$3.1M	Sell	43,187 -6,812	-14%	-$511K	0.18%	126
2024 Q4	$3.51M	Sell	49,999 -1,046	-2%	-$71.4K	0.26%	103
2024 Q3	$2.88M	Sell	51,045 -7,206	-12%	-$408K	0.24%	113
2024 Q2	$3.46M	Sell	58,251 -2,239	-4%	-$132K	0.35%	76
2024 Q1	$3.51M	Buy	+60,490	New	+$3.16M	0.25%	109
2023 Q1	–	Sell	-10,359	Closed	-$428K	–	425
2022 Q4	$428K	Buy	10,359 +4,439	+75%	+$196K	0.03%	272
2022 Q3	$238K	Sell	5,920 -3,128	-35%	-$134K	0.02%	250
2022 Q2	$354K	Buy	+9,048	New	+$397K	0.03%	245
2022 Q1	–	Sell	-7,319	Closed	-$351K	–	393
2021 Q4	$351K	Buy	+7,319	New	+$360K	0.02%	286
2021 Q3	–	Sell	-7,665	Closed	-$347K	–	477
2021 Q2	$347K	Buy	+7,665	New	+$342K	0.02%	401
2020 Q3	–	Sell	-13,764	Closed	-$352K	–	375
2020 Q2	$352K	Sell	13,764 -1,747	-11%	-$47.8K	0.05%	127
2020 Q1	$445K	Buy	15,511 +2,022	+15%	+$86K	0.06%	216
2019 Q4	$726K	Buy	13,489 +5,003	+59%	+$262K	0.07%	208
2019 Q3	$428K	Sell	8,486 -4,096	-33%	-$193K	0.05%	251
2019 Q2	$595K	Hold	12,582	–	–	0.06%	210
2019 Q1	$608K	Hold	12,582	–	–	0.06%	219
2018 Q4	$580K	Hold	12,582	–	–	0.07%	210
2018 Q3	$661K	Hold	12,582	–	–	0.07%	214
2018 Q2	$698K	Hold	12,582	–	–	0.07%	207
2018 Q1	$659K	Sell	12,582 -8,182	-39%	-$486K	0.07%	234
2017 Q4	$1.26M	Hold	20,764	–	–	0.12%	171
2017 Q3	$1.15M	Hold	20,764	–	–	0.11%	174
2017 Q2	$1.15M	Hold	20,764	–	–	0.13%	167
2017 Q1	$1.16M	Buy	+20,764	New	+$1.18M	0.13%	166
2016 Q3	–	Sell	-20,764	Closed	-$983K	–	276
2016 Q2	$983K	Sell	20,764 -3,143	-13%	-$153K	0.13%	127
2016 Q1	$1.16M	Hold	23,907	–	–	0.14%	118
2015 Q4	$1.31M	Hold	23,907	–	–	0.16%	87
2015 Q3	$1.23M	Sell	23,907 -12,012	-33%	-$661K	0.11%	76
2015 Q2	$2.02M	Sell	35,919 -2,152	-6%	-$120K	0.15%	69
2015 Q1	$2.08M	Sell	38,071 -235,412	-86%	-$12.7M	0.23%	74
2014 Q4	$15.1M	Sell	273,483 -297,978	-52%	-$15.8M	1.62%	15
2014 Q3	$29.8M	Buy	571,461 +536,101	+1,516%	+$27.6M	0.76%	20
2014 Q2	$1.85M	Buy	+35,360	New	+$1.78M	0.2%	73

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

Lombard Odier Asset Management (Switzerland)'s WFC Position: Q1 2026 in Review

Lombard Odier Asset Management (Switzerland) increased its Wells Fargo (WFC) stake by 17% in Q1 2026, buying an estimated $1.91M and bringing the position to 150,014 shares worth $11.9M. The position accounts for 0.45% of the portfolio, ranked #43.

Lombard Odier Asset Management (Switzerland) first reported a position in WFC in Q2 2014 and has held it in 37 quarters since. The position peaked at $29.8M in Q3 2014. 2,803 funds tracked by Wall St. Rank hold WFC as of Q1 2026.

Lombard Odier Asset Management (Switzerland) held 150,014 shares of Wells Fargo worth $11.9M as of Q1 2026.
Lombard Odier Asset Management (Switzerland) bought 22,200 Wells Fargo shares in Q1 2026, an estimated $1.91M.
Wells Fargo made up 0.45% of Lombard Odier Asset Management (Switzerland)'s portfolio in Q1 2026, its #43 holding.
Lombard Odier Asset Management (Switzerland) first reported a position in Wells Fargo in Q2 2014 and has held it in 37 quarters since.
Lombard Odier Asset Management (Switzerland)'s Wells Fargo position peaked at $29.8M in Q3 2014.
2,803 funds tracked by Wall St. Rank held Wells Fargo as of Q1 2026.

Based on Lombard Odier Asset Management (Switzerland)'s 13F filing for Q1 2026, filed 15 May 2026.