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Salomon & Ludwin’s Wendy's WEN Stock Holding History

Salomon & Ludwin’s Portfolio WEN Stock Details WEN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$20.3K Buy
2,952
+1,697
+135% +$13.1K ﹤0.01% 1071
2025
Q4 		$10.2K Sell
1,255
-345
-22% -$2.98K ﹤0.01% 1426
2025
Q3 		$15.3K Buy
+1,600
New +$16.4K ﹤0.01% 1004
2024
Q3 		– Sell
-310
Closed -$5.26K – 741
2024
Q2 		$5.26K Sell
310
-1,258
-80% -$22.9K ﹤0.01% 520
2024
Q1 		$29.5K Buy
1,568
+1,240
+378% +$23.3K ﹤0.01% 427
2023
Q4 		$6.69K Hold
328
– – ﹤0.01% 544
2023
Q3 		$6.69K Buy
+328
New +$6.85K ﹤0.01% 542
2020
Q2 		– Sell
-328
Closed -$5K – 221
2020
Q1 		$5K Hold
328
– – ﹤0.01% 199
2019
Q4 		$7K Hold
328
– – ﹤0.01% 198
2019
Q3 		$7K Hold
328
– – ﹤0.01% 182
2019
Q2 		$6K Buy
+328
New +$6.17K ﹤0.01% 185

Other funds holding WEN

TFM
Trian Fund Management New York $3.86B AUM 26.59% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Salomon & Ludwin's WEN Position: Q1 2026 in Review

Salomon & Ludwin increased its Wendy's (WEN) stake by 135% in Q1 2026, buying an estimated $13.1K and bringing the position to 2,952 shares worth $20.3K. The position accounts for ﹤0.01% of the portfolio, ranked #1071.

Salomon & Ludwin first reported a position in WEN in Q2 2019 and has held it in 11 quarters since. The position peaked at $29.5K in Q1 2024. 407 funds tracked by Wall St. Rank hold WEN as of Q1 2026.

  • Salomon & Ludwin held 2,952 shares of Wendy's worth $20.3K as of Q1 2026.
  • Salomon & Ludwin bought 1,697 Wendy's shares in Q1 2026, an estimated $13.1K.
  • Wendy's made up ﹤0.01% of Salomon & Ludwin's portfolio in Q1 2026, its #1071 holding.
  • Salomon & Ludwin first reported a position in Wendy's in Q2 2019 and has held it in 11 quarters since.
  • Salomon & Ludwin's Wendy's position peaked at $29.5K in Q1 2024.
  • 407 funds tracked by Wall St. Rank held Wendy's as of Q1 2026.

Based on Salomon & Ludwin's 13F filing for Q1 2026, filed 11 May 2026.