MTM Investment Management’s Wells Fargo WFC Stock Holding History

MTM 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 Q2	$1.58M	Buy	19,173 +31	+0.2%	+$2.49K	0.45%	62
2026 Q1	$1.52M	Buy	19,142 +5,036	+36%	+$433K	0.48%	57
2025 Q4	$1.31M	Sell	14,106 -670	-5%	-$58.2K	0.42%	62
2025 Q3	$1.24M	Sell	14,776 -5	-0%	-$405	0.39%	68
2025 Q2	$1.18M	Buy	14,781 +5	+0%	+$361	0.4%	64
2025 Q1	$1.05M	Buy	14,776 +5	+0%	+$375	0.41%	69
2024 Q4	$1.04M	Buy	14,771 +5	+0%	+$341	0.4%	71
2024 Q3	$841K	Sell	14,766 -52	-0.4%	-$2.94K	0.33%	78
2024 Q2	$880K	Buy	14,818 +6	+0%	+$354	0.36%	73
2024 Q1	$859K	Buy	14,812 +6	+0%	+$314	0.35%	75
2023 Q4	$729K	Buy	+14,806	New	+$639K	0.33%	76
2021 Q3	–	Sell	-5,609	Closed	-$254K	–	276
2021 Q2	$254K	Sell	5,609 -27	-0.5%	-$1.21K	0.13%	138
2021 Q1	$220K	Buy	+5,636	New	+$200K	0.12%	145

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

MTM Investment Management's WFC Position: Q2 2026 in Review

MTM Investment Management increased its Wells Fargo (WFC) stake by 0.16% in Q2 2026, buying an estimated $2.49K and bringing the position to 19,173 shares worth $1.58M. The position accounts for 0.45% of the portfolio, ranked #62.

MTM Investment Management first reported a position in WFC in Q1 2021 and has held it in 13 quarters since. 2,875 funds tracked by Wall St. Rank hold WFC as of Q2 2026.

MTM Investment Management held 19,173 shares of Wells Fargo worth $1.58M as of Q2 2026.
MTM Investment Management bought 31 Wells Fargo shares in Q2 2026, an estimated $2.49K.
Wells Fargo made up 0.45% of MTM Investment Management's portfolio in Q2 2026, its #62 holding.
MTM Investment Management first reported a position in Wells Fargo in Q1 2021 and has held it in 13 quarters since.
2,875 funds tracked by Wall St. Rank held Wells Fargo as of Q2 2026.

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