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Stockman Wealth Management’s Wells Fargo WFC Stock Holding History

Stockman Wealth 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 		$703K Buy
8,836
+2,083
+31% +$179K 0.08% 90
2025
Q4 		$629K Buy
6,753
+1,571
+30% +$136K 0.07% 91
2025
Q3 		$434K Sell
5,182
-750
-13% -$60.8K 0.05% 114
2025
Q2 		$475K Buy
5,932
+1,788
+43% +$129K 0.06% 105
2025
Q1 		$297K Buy
4,144
+74
+2% +$5.56K 0.04% 132
2024
Q4 		$286K Sell
4,070
-101
-2% -$6.9K 0.04% 138
2024
Q3 		$236K Sell
4,171
-167
-4% -$9.45K 0.04% 160
2024
Q2 		$258K Sell
4,338
-526
-11% -$31.1K 0.05% 150
2024
Q1 		$282K Buy
4,864
+175
+4% +$9.16K 0.05% 146
2023
Q4 		$231K Sell
4,689
-1,000
-18% -$43.2K 0.05% 158
2023
Q3 		$232K Sell
5,689
-659
-10% -$28.5K 0.05% 160
2023
Q2 		$271K Sell
6,348
-111
-2% -$4.47K 0.06% 154
2023
Q1 		$241K Sell
6,459
-239
-4% -$10.4K 0.05% 181
2022
Q4 		$277K Hold
6,698
– – 0.06% 159
2022
Q3 		$269K Sell
6,698
-325
-5% -$14K 0.07% 151
2022
Q2 		$275K Sell
7,023
-20
-0.3% -$878 0.07% 151
2022
Q1 		$341K Buy
7,043
+297
+4% +$15.9K 0.07% 144
2021
Q4 		$324K Hold
6,746
– – 0.07% 156
2021
Q3 		$313K Buy
6,746
+109
+2% +$5.04K 0.07% 152
2021
Q2 		$301K Sell
6,637
-650
-9% -$29K 0.07% 153
2021
Q1 		$285K Sell
7,287
-350
-5% -$12.4K 0.08% 144
2020
Q4 		$230K Buy
+7,637
New +$198K 0.07% 158
2020
Q1 		– Sell
-5,072
Closed -$273K – 173
2019
Q4 		$273K Sell
5,072
-280
-5% -$14.7K 0.1% 142
2019
Q3 		$270K Hold
5,352
– – 0.1% 134
2019
Q2 		$253K Sell
5,352
-1,850
-26% -$86.5K 0.1% 134
2019
Q1 		$348K Hold
7,202
– – 0.15% 105
2018
Q4 		$332K Buy
7,202
+460
+7% +$23.6K 0.16% 104
2018
Q3 		$354K Sell
6,742
-290
-4% -$16.6K 0.15% 107
2018
Q2 		$390K Buy
7,032
+260
+4% +$13.9K 0.18% 97
2018
Q1 		$355K Sell
6,772
-250
-4% -$14.9K 0.16% 103
2017
Q4 		$426K Sell
7,022
-3,472
-33% -$196K 0.19% 96
2017
Q3 		$579K Buy
10,494
+6,863
+189% +$365K 0.28% 79
2017
Q2 		$201K Sell
3,631
-6,873
-65% -$368K 0.2% 111
2017
Q1 		$585K Sell
10,504
-46
-0.4% -$2.61K 0.33% 65
2016
Q4 		$581K Sell
10,550
-9,594
-48% -$482K 0.35% 61
2016
Q3 		$892K Buy
20,144
+3,670
+22% +$176K 0.55% 51
2016
Q2 		$780K Buy
16,474
+7,021
+74% +$342K 0.61% 47
2016
Q1 		$457K Hold
9,453
– – 0.36% 55
2015
Q4 		$514K Sell
9,453
-1,015
-10% -$55.1K 0.42% 56
2015
Q3 		$538K Buy
10,468
+4,611
+79% +$254K 0.46% 57
2015
Q2 		$329K Buy
5,857
+15
+0.3% +$836 0.28% 66
2015
Q1 		$318K Buy
+5,842
New +$316K 0.27% 67

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

Stockman Wealth Management's WFC Position: Q1 2026 in Review

Stockman Wealth Management increased its Wells Fargo (WFC) stake by 31% in Q1 2026, buying an estimated $179K and bringing the position to 8,836 shares worth $703K. The position accounts for 0.08% of the portfolio, ranked #90.

Stockman Wealth Management first reported a position in WFC in Q1 2015 and has held it in 42 quarters since. The position peaked at $892K in Q3 2016. 2,802 funds tracked by Wall St. Rank hold WFC as of Q1 2026.

  • Stockman Wealth Management held 8,836 shares of Wells Fargo worth $703K as of Q1 2026.
  • Stockman Wealth Management bought 2,083 Wells Fargo shares in Q1 2026, an estimated $179K.
  • Wells Fargo made up 0.08% of Stockman Wealth Management's portfolio in Q1 2026, its #90 holding.
  • Stockman Wealth Management first reported a position in Wells Fargo in Q1 2015 and has held it in 42 quarters since.
  • Stockman Wealth Management's Wells Fargo position peaked at $892K in Q3 2016.
  • 2,802 funds tracked by Wall St. Rank held Wells Fargo as of Q1 2026.

Based on Stockman Wealth Management's 13F filing for Q1 2026, filed 13 Apr 2026.