Massachusetts Wealth Management’s Wells Fargo WFC Stock Holding History

Massachusetts Wealth 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 Q1	$2.63M	Hold	33,050	–	–	1.14%	32
2025 Q4	$3.08M	Buy	33,050 +333	+1%	+$28.9K	1.43%	21
2025 Q3	$2.74M	Buy	32,717 +400	+1%	+$32.4K	1.36%	24
2025 Q2	$2.59M	Buy	32,317 +200	+0.6%	+$14.4K	1.46%	25
2025 Q1	$2.31M	Sell	32,117 -360	-1%	-$27K	1.58%	21
2024 Q4	$2.28M	Buy	32,477 +1,225	+4%	+$83.6K	1.41%	26
2024 Q3	$1.77M	Sell	31,252 -250	-0.8%	-$14.1K	1.11%	42
2024 Q2	$1.87M	Sell	31,502 -75	-0.2%	-$4.43K	1.26%	32
2024 Q1	$1.83M	Buy	31,577 +550	+2%	+$28.8K	1.29%	33
2023 Q4	$1.53M	Sell	31,027 -1,083	-3%	-$46.7K	1.23%	33
2023 Q3	$1.31M	Sell	32,110 -200	-0.6%	-$8.63K	1.2%	33
2023 Q2	$1.38M	Buy	32,310 +1,925	+6%	+$77.5K	1.32%	30
2023 Q1	$1.14M	Sell	30,385 -100	-0.3%	-$4.36K	1.17%	36
2022 Q4	$1.43M	Buy	+30,485	New	+$1.35M	1.38%	30

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

Massachusetts Wealth Management's WFC Position: Q1 2026 in Review

Massachusetts Wealth Management held its Wells Fargo (WFC) position steady in Q1 2026 at 33,050 shares worth $2.63M. The position accounts for 1.14% of the portfolio, ranked #32.

Massachusetts Wealth Management first reported a position in WFC in Q4 2022 and has held it in 14 quarters since. The position peaked at $3.08M in Q4 2025. 2,801 funds tracked by Wall St. Rank hold WFC as of Q1 2026.

Massachusetts Wealth Management held 33,050 shares of Wells Fargo worth $2.63M as of Q1 2026.
Massachusetts Wealth Management left its Wells Fargo share count unchanged in Q1 2026.
Wells Fargo made up 1.14% of Massachusetts Wealth Management's portfolio in Q1 2026, its #32 holding.
Massachusetts Wealth Management first reported a position in Wells Fargo in Q4 2022 and has held it in 14 quarters since.
Massachusetts Wealth Management's Wells Fargo position peaked at $3.08M in Q4 2025.
2,801 funds tracked by Wall St. Rank held Wells Fargo as of Q1 2026.

Based on Massachusetts Wealth Management's 13F filing for Q1 2026, filed 15 Apr 2026.