MIM
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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
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
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Wellington Management Group
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
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

MTM Investment Management increased its Wells Fargo (WFC) stake by 36% in Q1 2026, buying an estimated $433K and bringing the position to 19,142 shares worth $1.52M. The position accounts for 0.48% of the portfolio, ranked #57.

MTM Investment Management first reported a position in WFC in Q1 2021 and has held it in 12 quarters since. 2,802 funds tracked by Wall St. Rank hold WFC as of Q1 2026.

  • MTM Investment Management held 19,142 shares of Wells Fargo worth $1.52M as of Q1 2026.
  • MTM Investment Management bought 5,036 Wells Fargo shares in Q1 2026, an estimated $433K.
  • Wells Fargo made up 0.48% of MTM Investment Management's portfolio in Q1 2026, its #57 holding.
  • MTM Investment Management first reported a position in Wells Fargo in Q1 2021 and has held it in 12 quarters since.
  • 2,802 funds tracked by Wall St. Rank held Wells Fargo as of Q1 2026.

Based on MTM Investment Management's 13F filing for Q1 2026, filed 6 May 2026.