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Lowe Brockenbrough & Co’s Wells Fargo WFC Stock Holding History

Lowe Brockenbrough & Co’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 		$4.42M Sell
55,516
-847
-2% -$72.8K 0.22% 90
2025
Q4 		$5.25M Buy
56,363
+336
+0.6% +$29.2K 0.26% 83
2025
Q3 		$4.7M Sell
56,027
-615
-1% -$49.9K 0.24% 86
2025
Q2 		$4.54M Buy
56,642
+2
+0% +$144 0.26% 87
2025
Q1 		$4.07M Buy
56,640
+27
+0% +$2.03K 0.27% 92
2024
Q4 		$3.98M Sell
56,613
-422
-0.7% -$28.8K 0.25% 91
2024
Q3 		$3.22M Buy
57,035
+402
+0.7% +$22.7K 0.21% 101
2024
Q2 		$3.36M Sell
56,633
-750
-1% -$44.3K 0.22% 98
2024
Q1 		$3.33M Sell
57,383
-1,662
-3% -$87K 0.22% 101
2023
Q4 		$2.91M Buy
59,045
+1,548
+3% +$66.8K 0.23% 103
2023
Q3 		$2.35M Sell
57,497
-3,993
-6% -$172K 0.18% 115
2023
Q2 		$2.62M Sell
61,490
-650
-1% -$26.2K 0.2% 110
2023
Q1 		$2.32M Sell
62,140
-2,800
-4% -$122K 0.19% 113
2022
Q4 		$2.68M Buy
64,940
+99
+0.2% +$4.38K 0.23% 100
2022
Q3 		$2.61M Hold
64,841
– – 0.25% 98
2022
Q2 		$2.54M Hold
64,841
– – 0.22% 103
2022
Q1 		$3.14M Hold
64,841
– – 0.23% 102
2021
Q4 		$3.11M Buy
64,841
+11,570
+22% +$570K 0.23% 96
2021
Q3 		$2.47M Sell
53,271
-11,456
-18% -$530K 0.19% 115
2021
Q2 		$2.93M Sell
64,727
-248
-0.4% -$11.1K 0.26% 92
2021
Q1 		$2.54M Hold
64,975
– – 0.25% 97
2020
Q4 		$1.96M Sell
64,975
-80
-0.1% -$2.07K 0.21% 103
2020
Q3 		$1.53M Sell
65,055
-850
-1% -$20.9K 0.19% 115
2020
Q2 		$1.69M Sell
65,905
-21,122
-24% -$578K 0.23% 100
2020
Q1 		$2.5M Sell
87,027
-3,661
-4% -$156K 0.41% 73
2019
Q4 		$4.88M Sell
90,688
-264
-0.3% -$13.8K 0.6% 58
2019
Q3 		$4.59M Hold
90,952
– – 0.62% 58
2019
Q2 		$4.3M Hold
90,952
– – 0.59% 58
2019
Q1 		$4.39M Hold
90,952
– – 0.61% 55
2018
Q4 		$4.19M Hold
90,952
– – 0.68% 49
2018
Q3 		$4.78M Sell
90,952
-2,500
-3% -$143K 0.67% 51
2018
Q2 		$5.18M Sell
93,452
-1,523
-2% -$81.6K 0.76% 47
2018
Q1 		$4.98M Buy
94,975
+793
+0.8% +$47.1K 0.74% 46
2017
Q4 		$5.71M Hold
94,182
– – 0.82% 42
2017
Q3 		$5.19M Sell
94,182
-3,268
-3% -$174K 0.8% 45
2017
Q2 		$5.4M Sell
97,450
-2,584
-3% -$138K 0.85% 42
2017
Q1 		$5.57M Buy
100,034
+1,172
+1% +$66.5K 0.89% 41
2016
Q4 		$5.45M Sell
98,862
-58,040
-37% -$2.92M 0.91% 39
2016
Q3 		$6.95M Buy
156,902
+1,693
+1% +$81K 1.2% 26
2016
Q2 		$7.35M Sell
155,209
-5,706
-4% -$278K 1.28% 22
2016
Q1 		$7.78M Buy
160,915
+8,149
+5% +$399K 1.34% 18
2015
Q4 		$8.3M Buy
152,766
+44,633
+41% +$2.42M 1.42% 15
2015
Q3 		$5.55M Sell
108,133
-6,550
-6% -$360K 0.97% 38
2015
Q2 		$6.45M Sell
114,683
-10,225
-8% -$570K 1.04% 30
2015
Q1 		$6.79M Sell
124,908
-1,040
-0.8% -$56.2K 1.07% 30
2014
Q4 		$6.9M Sell
125,948
-931
-0.7% -$49.3K 1.1% 30
2014
Q3 		$6.58M Buy
126,879
+1,097
+0.9% +$56.4K 1.05% 34
2014
Q2 		$6.61M Sell
125,782
-605
-0.5% -$30.4K 1.05% 35
2014
Q1 		$6.29M Sell
126,387
-367
-0.3% -$17.1K 1.05% 35
2013
Q4 		$5.75M Sell
126,754
-3
-0% -$130 0.95% 43
2013
Q3 		$5.24M Buy
126,757
+2,429
+2% +$104K 0.95% 44
2013
Q2 		$5.13M Buy
+124,328
New +$4.84M 0.95% 43

Other funds holding WFC

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Wellington Management Group
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
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Lowe Brockenbrough & Co's WFC Position: Q1 2026 in Review

Lowe Brockenbrough & Co reduced its Wells Fargo (WFC) stake by 1.5% in Q1 2026, selling an estimated $72.8K and leaving 55,516 shares worth $4.42M. The position accounts for 0.22% of the portfolio, ranked #90.

Lowe Brockenbrough & Co first reported a position in WFC in Q2 2013 and has held it in 52 quarters since. The position peaked at $8.3M in Q4 2015. 2,798 funds tracked by Wall St. Rank hold WFC as of Q1 2026.

  • Lowe Brockenbrough & Co held 55,516 shares of Wells Fargo worth $4.42M as of Q1 2026.
  • Lowe Brockenbrough & Co sold 847 Wells Fargo shares in Q1 2026, an estimated $72.8K.
  • Wells Fargo made up 0.22% of Lowe Brockenbrough & Co's portfolio in Q1 2026, its #90 holding.
  • Lowe Brockenbrough & Co first reported a position in Wells Fargo in Q2 2013 and has held it in 52 quarters since.
  • Lowe Brockenbrough & Co's Wells Fargo position peaked at $8.3M in Q4 2015.
  • 2,798 funds tracked by Wall St. Rank held Wells Fargo as of Q1 2026.

Based on Lowe Brockenbrough & Co's 13F filing for Q1 2026, filed 7 May 2026.