Marco Investment Management’s Wells Fargo WFC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $2.81M | Sell |
35,251
-200
| -0.6% | -$17.2K | 0.21% | 79 |
|
|
2025
Q4 | $3.3M | Sell |
35,451
-200
| -0.6% | -$17.4K | 0.25% | 77 |
|
|
2025
Q3 | $2.99M | Buy |
35,651
+317
| +0.9% | +$25.7K | 0.23% | 77 |
|
|
2025
Q2 | $2.83M | Buy |
35,334
+5,383
| +18% | +$388K | 0.24% | 80 |
|
|
2025
Q1 | $2.15M | Buy |
29,951
+450
| +2% | +$33.8K | 0.2% | 86 |
|
|
2024
Q4 | $2.07M | Hold |
29,501
| – | – | 0.18% | 85 |
|
|
2024
Q3 | $1.67M | Buy |
29,501
+100
| +0.3% | +$5.66K | 0.14% | 98 |
|
|
2024
Q2 | $1.75M | Buy |
29,401
+1,700
| +6% | +$100K | 0.16% | 92 |
|
|
2024
Q1 | $1.61M | Hold |
27,701
| – | – | 0.15% | 98 |
|
|
2023
Q4 | $1.36M | Sell |
27,701
-732
| -3% | -$31.6K | 0.14% | 103 |
|
|
2023
Q3 | $1.16M | Sell |
28,433
-3,415
| -11% | -$147K | 0.13% | 106 |
|
|
2023
Q2 | $1.36M | Buy |
31,848
+50
| +0.2% | +$2.01K | 0.15% | 105 |
|
|
2023
Q1 | $1.19M | Buy |
31,798
+2,500
| +9% | +$109K | 0.13% | 105 |
|
|
2022
Q4 | $1.21M | Buy |
29,298
+2,000
| +7% | +$88.5K | 0.14% | 104 |
|
|
2022
Q3 | $1.1M | Hold |
27,298
| – | – | 0.14% | 102 |
|
|
2022
Q2 | $1.07M | Hold |
27,298
| – | – | 0.12% | 112 |
|
|
2022
Q1 | $1.32M | Sell |
27,298
-2,500
| -8% | -$134K | 0.13% | 113 |
|
|
2021
Q4 | $1.43M | Sell |
29,798
-143
| -0.5% | -$7.04K | 0.14% | 110 |
|
|
2021
Q3 | $1.39M | Sell |
29,941
-1
| -0% | -$46 | 0.15% | 109 |
|
|
2021
Q2 | $1.36M | Buy |
29,942
+30
| +0.1% | +$1.34K | 0.16% | 107 |
|
|
2021
Q1 | $1.17M | Buy |
29,912
+882
| +3% | +$31.2K | 0.15% | 105 |
|
|
2020
Q4 | $876K | Hold |
29,030
| – | – | 0.13% | 106 |
|
|
2020
Q3 | $682K | Sell |
29,030
-3,400
| -10% | -$83.8K | 0.11% | 107 |
|
|
2020
Q2 | $830K | Sell |
32,430
-470
| -1% | -$12.9K | 0.15% | 96 |
|
|
2020
Q1 | $944K | Sell |
32,900
-1,800
| -5% | -$76.5K | 0.2% | 81 |
|
|
2019
Q4 | $1.87M | Hold |
34,700
| – | – | 0.29% | 76 |
|
|
2019
Q3 | $1.75M | Buy |
34,700
+620
| +2% | +$29.2K | 0.3% | 75 |
|
|
2019
Q2 | $1.61M | Sell |
34,080
-8,369
| -20% | -$391K | 0.29% | 77 |
|
|
2019
Q1 | $2.05M | Sell |
42,449
-9,800
| -19% | -$482K | 0.38% | 65 |
|
|
2018
Q4 | $2.41M | Sell |
52,249
-7,213
| -12% | -$369K | 0.48% | 63 |
|
|
2018
Q3 | $3.13M | Buy |
59,462
+162
| +0.3% | +$9.25K | 0.44% | 61 |
|
|
2018
Q2 | $3.29M | Sell |
59,300
-13,730
| -19% | -$736K | 0.51% | 57 |
|
|
2018
Q1 | $3.83M | Sell |
73,030
-45,318
| -38% | -$2.69M | 0.59% | 52 |
|
|
2017
Q4 | $7.18M | Sell |
118,348
-7,897
| -6% | -$446K | 1.1% | 32 |
|
|
2017
Q3 | $6.96M | Sell |
126,245
-2,487
| -2% | -$132K | 1.09% | 34 |
|
|
2017
Q2 | $7.13M | Sell |
128,732
-316
| -0.2% | -$16.9K | 1.18% | 30 |
|
|
2017
Q1 | $7.18M | Sell |
129,048
-2,000
| -2% | -$113K | 1.22% | 30 |
|
|
2016
Q4 | $7.22M | Sell |
131,048
-1,800
| -1% | -$90.5K | 1.26% | 30 |
|
|
2016
Q3 | $5.88M | Buy |
132,848
+1,092
| +0.8% | +$52.3K | 1.05% | 33 |
|
|
2016
Q2 | $6.24M | Buy |
131,756
+12,869
| +11% | +$627K | 1.16% | 29 |
|
|
2016
Q1 | $5.75K | Sell |
118,887
-300
| -0.3% | -$14.7K | 0.83% | 31 |
|
|
2015
Q4 | $6.48M | Buy |
119,187
+1,900
| +2% | +$103K | 1.21% | 26 |
|
|
2015
Q3 | $6.02M | Sell |
117,287
-400
| -0.3% | -$22K | 1.19% | 27 |
|
|
2015
Q2 | $6.62M | Sell |
117,687
-2,000
| -2% | -$112K | 1.11% | 34 |
|
|
2015
Q1 | $6.51M | Buy |
119,687
+6,397
| +6% | +$346K | 1.13% | 30 |
|
|
2014
Q4 | $6.21M | Sell |
113,290
-730
| -0.6% | -$38.6K | 0.78% | 38 |
|
|
2014
Q3 | $5.91M | Buy |
114,020
+2,080
| +2% | +$107K | 0.82% | 34 |
|
|
2014
Q2 | $5.88M | Buy |
111,940
+352
| +0.3% | +$17.7K | 1.12% | 32 |
|
|
2014
Q1 | $5.55M | Sell |
111,588
-338
| -0.3% | -$15.7K | 1.16% | 30 |
|
|
2013
Q4 | $5.08K | Sell |
111,926
-5,200
| -4% | -$225K | 0.27% | 39 |
|
|
2013
Q3 | $4.84M | Buy |
117,126
+3
| +0% | +$128 | 1.11% | 34 |
|
|
2013
Q2 | $4.83M | Buy |
+117,123
| New | +$4.56M | 1.4% | 25 |
|
Other funds holding WFC
VCM
VPM
Marco Investment Management's WFC Position: Q1 2026 in Review
Marco Investment Management reduced its Wells Fargo (WFC) stake by 0.56% in Q1 2026, selling an estimated $17.2K and leaving 35,251 shares worth $2.81M. The position accounts for 0.21% of the portfolio, ranked #79.
Marco Investment Management first reported a position in WFC in Q2 2013 and has held it in 52 quarters since. The position peaked at $7.22M in Q4 2016. 2,802 funds tracked by Wall St. Rank hold WFC as of Q1 2026.
- Marco Investment Management held 35,251 shares of Wells Fargo worth $2.81M as of Q1 2026.
- Marco Investment Management sold 200 Wells Fargo shares in Q1 2026, an estimated $17.2K.
- Wells Fargo made up 0.21% of Marco Investment Management's portfolio in Q1 2026, its #79 holding.
- Marco Investment Management first reported a position in Wells Fargo in Q2 2013 and has held it in 52 quarters since.
- Marco Investment Management's Wells Fargo position peaked at $7.22M in Q4 2016.
- 2,802 funds tracked by Wall St. Rank held Wells Fargo as of Q1 2026.
Based on Marco Investment Management's 13F filing for Q1 2026, filed 8 May 2026.