WealthTrust Axiom’s Wells Fargo WFC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $521K | Sell |
6,551
-62
| -0.9% | -$5.33K | 0.13% | 144 |
|
|
2025
Q4 | $616K | Hold |
6,613
| – | – | 0.16% | 129 |
|
|
2025
Q3 | $554K | Buy |
6,613
+626
| +10% | +$50.8K | 0.15% | 137 |
|
|
2025
Q2 | $480K | Buy |
5,987
+1,000
| +20% | +$72.1K | 0.14% | 138 |
|
|
2025
Q1 | $358K | Buy |
4,987
+750
| +18% | +$56.3K | 0.11% | 170 |
|
|
2024
Q4 | $298K | Hold |
4,237
| – | – | 0.09% | 186 |
|
|
2024
Q3 | $239K | Hold |
4,237
| – | – | 0.07% | 217 |
|
|
2024
Q2 | $252K | Hold |
4,237
| – | – | 0.08% | 197 |
|
|
2024
Q1 | $246K | Hold |
4,237
| – | – | 0.08% | 202 |
|
|
2023
Q4 | $209K | Buy |
+4,237
| New | +$183K | 0.07% | 218 |
|
|
2019
Q3 | – | Sell |
-7,174
| Closed | -$339K | – | 242 |
|
|
2019
Q2 | $339K | Sell |
7,174
-771
| -10% | -$36.1K | 0.12% | 142 |
|
|
2019
Q1 | $383K | Hold |
7,945
| – | – | 0.14% | 128 |
|
|
2018
Q4 | $366K | Sell |
7,945
-33
| -0.4% | -$1.69K | 0.15% | 121 |
|
|
2018
Q3 | $419K | Sell |
7,978
-40
| -0.5% | -$2.28K | 0.14% | 126 |
|
|
2018
Q2 | $444K | Sell |
8,018
-860
| -10% | -$46.1K | 0.16% | 121 |
|
|
2018
Q1 | $465K | Sell |
8,878
-8,762
| -50% | -$520K | 0.17% | 119 |
|
|
2017
Q4 | $1.07M | Hold |
17,640
| – | – | 0.4% | 68 |
|
|
2017
Q3 | $972K | Sell |
17,640
-299
| -2% | -$15.9K | 0.37% | 68 |
|
|
2017
Q2 | $993K | Buy |
17,939
+301
| +2% | +$16.1K | 0.37% | 72 |
|
|
2017
Q1 | $981K | Sell |
17,638
-50
| -0.3% | -$2.84K | 0.36% | 75 |
|
|
2016
Q4 | $974K | Buy |
17,688
+101
| +0.6% | +$5.08K | 0.35% | 72 |
|
|
2016
Q3 | $778K | Sell |
17,587
-1,265
| -7% | -$60.5K | 0.29% | 88 |
|
|
2016
Q2 | $892K | Sell |
18,852
-43
| -0.2% | -$2.1K | 0.34% | 75 |
|
|
2016
Q1 | $913K | Buy |
18,895
+6
| +0% | +$294 | 0.36% | 71 |
|
|
2015
Q4 | $1.03M | Sell |
18,889
-1,496
| -7% | -$81.2K | 0.41% | 65 |
|
|
2015
Q3 | $1.05M | Sell |
20,385
-245
| -1% | -$13.5K | 0.44% | 66 |
|
|
2015
Q2 | $1.16M | Buy |
20,630
+4
| +0% | +$223 | 0.43% | 65 |
|
|
2015
Q1 | $1.12M | Buy |
20,626
+204
| +1% | +$11K | 0.4% | 66 |
|
|
2014
Q4 | $1.12M | Sell |
20,422
-496
| -2% | -$26.3K | 0.4% | 64 |
|
|
2014
Q3 | $1.08M | Buy |
20,918
+5
| +0% | +$257 | 0.38% | 69 |
|
|
2014
Q2 | $1.1M | Sell |
20,913
-196
| -0.9% | -$9.85K | 0.37% | 64 |
|
|
2014
Q1 | $1.05M | Buy |
21,109
+1,210
| +6% | +$56.4K | 0.38% | 63 |
|
|
2013
Q4 | $903K | Buy |
19,899
+584
| +3% | +$25.2K | 0.35% | 64 |
|
|
2013
Q3 | $798K | Hold |
19,315
| – | – | 0.33% | 69 |
|
|
2013
Q2 | $797K | Buy |
+19,315
| New | +$753K | 0.34% | 67 |
|
Other funds holding WFC
VCM
VPM
WealthTrust Axiom's WFC Position: Q1 2026 in Review
WealthTrust Axiom reduced its Wells Fargo (WFC) stake by 0.94% in Q1 2026, selling an estimated $5.33K and leaving 6,551 shares worth $521K. The position accounts for 0.13% of the portfolio, ranked #144.
WealthTrust Axiom first reported a position in WFC in Q2 2013 and has held it in 35 quarters since. The position peaked at $1.16M in Q2 2015. 2,802 funds tracked by Wall St. Rank hold WFC as of Q1 2026.
- WealthTrust Axiom held 6,551 shares of Wells Fargo worth $521K as of Q1 2026.
- WealthTrust Axiom sold 62 Wells Fargo shares in Q1 2026, an estimated $5.33K.
- Wells Fargo made up 0.13% of WealthTrust Axiom's portfolio in Q1 2026, its #144 holding.
- WealthTrust Axiom first reported a position in Wells Fargo in Q2 2013 and has held it in 35 quarters since.
- WealthTrust Axiom's Wells Fargo position peaked at $1.16M in Q2 2015.
- 2,802 funds tracked by Wall St. Rank held Wells Fargo as of Q1 2026.
Based on WealthTrust Axiom's 13F filing for Q1 2026, filed 11 May 2026.