Miller Investment Management’s Wells Fargo WFC Stock Holding History

Miller Investment 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	$1.62M	Hold	20,342	–	–	0.16%	36
2025 Q4	$1.9M	Hold	20,342	–	–	0.19%	39
2025 Q3	$1.71M	Sell	20,342 -13,740	-40%	-$1.11M	0.17%	45
2025 Q2	$2.73M	Hold	34,082	–	–	0.29%	35
2025 Q1	$2.45M	Hold	34,082	–	–	0.27%	35
2024 Q4	$2.39M	Hold	34,082	–	–	0.26%	36
2024 Q3	$1.93M	Hold	34,082	–	–	0.2%	47
2024 Q2	$2.02M	Hold	34,082	–	–	0.24%	43
2024 Q1	$1.98M	Hold	34,082	–	–	0.25%	43
2023 Q4	$1.68M	Sell	34,082 -4,100	-11%	-$177K	0.24%	49
2023 Q3	$1.56M	Hold	38,182	–	–	0.25%	44
2023 Q2	$1.63M	Hold	38,182	–	–	0.25%	46
2023 Q1	$1.43M	Hold	38,182	–	–	0.24%	48
2022 Q4	$1.58M	Hold	38,182	–	–	0.27%	43
2022 Q3	$1.54M	Hold	38,182	–	–	0.32%	40
2022 Q2	$1.5M	Hold	38,182	–	–	0.31%	43
2022 Q1	$1.85M	Hold	38,182	–	–	0.29%	43
2021 Q4	$1.83M	Hold	38,182	–	–	0.26%	42
2021 Q3	$1.77M	Hold	38,182	–	–	0.3%	39
2021 Q2	$1.73M	Hold	38,182	–	–	0.3%	34
2021 Q1	$1.49M	Hold	38,182	–	–	0.28%	34
2020 Q4	$1.15M	Hold	38,182	–	–	0.21%	41
2020 Q3	$898K	Sell	38,182 -23	-0.1%	-$567	0.22%	42
2020 Q2	$978K	Hold	38,205	–	–	0.29%	36
2020 Q1	$1.1M	Buy	38,205 +442	+1%	+$18.8K	0.35%	30
2019 Q4	$2.03M	Hold	37,763	–	–	0.45%	28
2019 Q3	$1.91M	Hold	37,763	–	–	0.43%	27
2019 Q2	$1.79M	Hold	37,763	–	–	0.41%	29
2019 Q1	$1.82M	Hold	37,763	–	–	0.48%	25
2018 Q4	$1.74M	Hold	37,763	–	–	0.51%	23
2018 Q3	$1.99M	Hold	37,763	–	–	0.6%	22
2018 Q2	$2.09M	Sell	37,763 -23	-0.1%	-$1.23K	0.63%	18
2018 Q1	$1.98M	Buy	37,786 +46	+0.1%	+$2.73K	0.65%	20
2017 Q4	$2.29M	Hold	37,740	–	–	0.7%	17
2017 Q3	$2.08M	Hold	37,740	–	–	0.67%	19
2017 Q2	$2.09M	Hold	37,740	–	–	0.74%	16
2017 Q1	$2.1M	Sell	37,740 -1,335	-3%	-$75.7K	0.77%	17
2016 Q4	$2.15M	Hold	39,075	–	–	0.7%	12
2016 Q3	$1.73M	Hold	39,075	–	–	0.62%	22
2016 Q2	$1.85M	Buy	39,075 +2,400	+7%	+$117K	0.71%	17
2016 Q1	$1.77M	Buy	36,675 +4,100	+13%	+$201K	0.78%	17
2015 Q4	$1.77M	Hold	32,575	–	–	0.68%	14
2015 Q3	$1.67M	Hold	32,575	–	–	0.68%	17
2015 Q2	$1.83M	Hold	32,575	–	–	0.68%	14
2015 Q1	$1.77M	Hold	32,575	–	–	0.64%	17
2014 Q4	$1.79M	Hold	32,575	–	–	0.68%	21
2014 Q3	$1.69M	Hold	32,575	–	–	0.81%	14
2014 Q2	$1.71M	Sell	32,575 -11,800	-27%	-$593K	0.76%	15
2014 Q1	$2.21M	Hold	44,375	–	–	1.24%	8
2013 Q4	$2.02M	Hold	44,375	–	–	1.12%	20
2013 Q3	$1.83M	Sell	44,375 -2,365	-5%	-$101K	1.1%	20
2013 Q2	$1.93M	Buy	+46,740	New	+$1.82M	1.37%	10

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

Miller Investment Management's WFC Position: Q1 2026 in Review

Miller Investment Management held its Wells Fargo (WFC) position steady in Q1 2026 at 20,342 shares worth $1.62M. The position accounts for 0.16% of the portfolio, ranked #36.

Miller Investment Management first reported a position in WFC in Q2 2013 and has held it in 52 quarters since. The position peaked at $2.73M in Q2 2025. 2,802 funds tracked by Wall St. Rank hold WFC as of Q1 2026.

Miller Investment Management held 20,342 shares of Wells Fargo worth $1.62M as of Q1 2026.
Miller Investment Management left its Wells Fargo share count unchanged in Q1 2026.
Wells Fargo made up 0.16% of Miller Investment Management's portfolio in Q1 2026, its #36 holding.
Miller Investment Management first reported a position in Wells Fargo in Q2 2013 and has held it in 52 quarters since.
Miller Investment Management's Wells Fargo position peaked at $2.73M in Q2 2025.
2,802 funds tracked by Wall St. Rank held Wells Fargo as of Q1 2026.

Based on Miller Investment Management's 13F filing for Q1 2026, filed 8 May 2026.