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Salomon & Ludwin’s Wells Fargo WFC Stock Holding History

Salomon & Ludwin’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 		$514K Sell
6,376
-175
-3% -$15K 0.05% 115
2025
Q4 		$631K Sell
6,551
-54
-0.8% -$4.69K 0.06% 104
2025
Q3 		$533K Buy
6,605
+1,809
+38% +$147K 0.05% 115
2025
Q2 		$395K Sell
4,796
-353
-7% -$25.5K 0.04% 121
2025
Q1 		$370K Hold
5,149
– – 0.04% 112
2024
Q4 		$362K Sell
5,149
-107
-2% -$7.3K 0.04% 116
2024
Q3 		$297K Buy
5,256
+399
+8% +$22.6K 0.03% 131
2024
Q2 		$288K Sell
4,857
-324
-6% -$19.1K 0.03% 133
2024
Q1 		$300K Sell
5,181
-68
-1% -$3.56K 0.03% 154
2023
Q4 		$214K Hold
5,249
– – 0.02% 169
2023
Q3 		$214K Sell
5,249
-501
-9% -$21.6K 0.02% 169
2023
Q2 		$245K Sell
5,750
-1
-0% -$40 0.03% 160
2023
Q1 		$215K Sell
5,751
-143
-2% -$6.23K 0.03% 157
2022
Q4 		$243K Buy
5,894
+813
+16% +$36K 0.03% 149
2022
Q3 		$204K Buy
+5,081
New +$218K 0.03% 142
2021
Q4 		– Sell
-5,002
Closed -$232K – 115
2021
Q3 		$232K Buy
5,002
+579
+13% +$26.8K 0.04% 92
2021
Q2 		$200K Buy
+4,423
New +$198K 0.03% 79
2020
Q2 		– Sell
-26
Closed -$1K – 222
2020
Q1 		$1K Hold
26
– – ﹤0.01% 219
2019
Q4 		$1K Hold
26
– – ﹤0.01% 230
2019
Q3 		$1K Hold
26
– – ﹤0.01% 205
2019
Q2 		$1K Sell
26
-3,453
-99% -$161K ﹤0.01% 206
2019
Q1 		$168K Buy
3,479
+3,106
+833% +$153K 0.03% 45
2018
Q4 		$17K Buy
+373
New +$19.1K ﹤0.01% 131

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

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

Salomon & Ludwin reduced its Wells Fargo (WFC) stake by 2.7% in Q1 2026, selling an estimated $15K and leaving 6,376 shares worth $514K. The position accounts for 0.05% of the portfolio, ranked #115.

Salomon & Ludwin first reported a position in WFC in Q4 2018 and has held it in 23 quarters since. The position peaked at $631K in Q4 2025. 2,801 funds tracked by Wall St. Rank hold WFC as of Q1 2026.

  • Salomon & Ludwin held 6,376 shares of Wells Fargo worth $514K as of Q1 2026.
  • Salomon & Ludwin sold 175 Wells Fargo shares in Q1 2026, an estimated $15K.
  • Wells Fargo made up 0.05% of Salomon & Ludwin's portfolio in Q1 2026, its #115 holding.
  • Salomon & Ludwin first reported a position in Wells Fargo in Q4 2018 and has held it in 23 quarters since.
  • Salomon & Ludwin's Wells Fargo position peaked at $631K in Q4 2025.
  • 2,801 funds tracked by Wall St. Rank held Wells Fargo as of Q1 2026.

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