Lummis Asset Management’s Wells Fargo WFC Stock Holding History

Lummis 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	$2.56M	Sell	30,788 -334	-1%	-$26.8K	1.53%	22
2026 Q1	$2.49M	Sell	31,122 -1,461	-4%	-$125K	1.49%	23
2025 Q4	$3.04M	Sell	32,583 -767	-2%	-$66.6K	1.87%	17
2025 Q3	$2.8M	Sell	33,350 -145	-0.4%	-$11.8K	1.84%	19
2025 Q2	$2.67M	Sell	33,495 -256	-0.8%	-$18.5K	1.75%	19
2025 Q1	$2.42M	Buy	33,751 +6,192	+22%	+$465K	1.68%	20
2024 Q4	$1.94M	Sell	27,559 -515	-2%	-$35.2K	2.45%	14
2024 Q3	$1.59M	Buy	28,074 +196	+0.7%	+$11.1K	1.85%	19
2024 Q2	$1.66M	Hold	27,878	–	–	2.19%	16
2024 Q1	$1.62M	Sell	27,878 -6,131	-18%	-$321K	2.17%	17
2023 Q4	$1.67M	Buy	+34,009	New	+$1.47M	1.28%	23

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

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

Lummis Asset Management reduced its Wells Fargo (WFC) stake by 1.1% in Q2 2026, selling an estimated $26.8K and leaving 30,788 shares worth $2.56M. The position accounts for 1.53% of the portfolio, ranked #22.

Lummis Asset Management first reported a position in WFC in Q4 2023 and has held it in 11 quarters since. The position peaked at $3.04M in Q4 2025. 2,873 funds tracked by Wall St. Rank hold WFC as of Q2 2026.

Lummis Asset Management held 30,788 shares of Wells Fargo worth $2.56M as of Q2 2026.
Lummis Asset Management sold 334 Wells Fargo shares in Q2 2026, an estimated $26.8K.
Wells Fargo made up 1.53% of Lummis Asset Management's portfolio in Q2 2026, its #22 holding.
Lummis Asset Management first reported a position in Wells Fargo in Q4 2023 and has held it in 11 quarters since.
Lummis Asset Management's Wells Fargo position peaked at $3.04M in Q4 2025.
2,873 funds tracked by Wall St. Rank held Wells Fargo as of Q2 2026.

Based on Lummis Asset Management's 13F filing for Q2 2026, filed 3 Aug 2026.