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Wellington Shields Capital Management’s Wells Fargo WFC Stock Holding History

Wellington Shields Capital 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 		$47.8K Sell
600
-225
-27% -$19.3K 0.01% 295
2025
Q4 		$76.9K Hold
825
– – 0.01% 274
2025
Q3 		$69.2K Buy
+825
New +$66.9K 0.01% 296
2019
Q2 		– Sell
-4,238
Closed -$205K – 291
2019
Q1 		$205K Buy
+4,238
New +$208K 0.03% 272
2018
Q4 		– Sell
-4,024
Closed -$212K – 303
2018
Q3 		$212K Sell
4,024
-170
-4% -$9.71K 0.03% 286
2018
Q2 		$233K Hold
4,194
– – 0.04% 279
2018
Q1 		$220K Sell
4,194
-598
-12% -$35.5K 0.03% 300
2017
Q4 		$291K Hold
4,792
– – 0.05% 284
2017
Q3 		$264K Sell
4,792
-1,100
-19% -$58.5K 0.04% 274
2017
Q2 		$326K Hold
5,892
– – 0.05% 263
2017
Q1 		$328K Sell
5,892
-1,250
-18% -$70.9K 0.05% 251
2016
Q4 		$394K Sell
7,142
-290
-4% -$14.6K 0.07% 225
2016
Q3 		$329K Sell
7,432
-3,050
-29% -$146K 0.06% 248
2016
Q2 		$496K Sell
10,482
-1,800
-15% -$87.8K 0.08% 206
2016
Q1 		$594K Buy
12,282
+3,475
+39% +$170K 0.1% 173
2015
Q4 		$479K Buy
8,807
+350
+4% +$19K 0.08% 205
2015
Q3 		$434K Buy
8,457
+1,150
+16% +$63.2K 0.07% 199
2015
Q2 		$411K Sell
7,307
-258
-3% -$14.4K 0.06% 242
2015
Q1 		$412K Buy
7,565
+139
+2% +$7.51K 0.06% 242
2014
Q4 		$407K Hold
7,426
– – 0.06% 238
2014
Q3 		$385K Buy
7,426
+643
+9% +$33.1K 0.06% 243
2014
Q2 		$357K Buy
6,783
+1,885
+38% +$94.8K 0.06% 263
2014
Q1 		$244K Buy
4,898
+298
+6% +$13.9K 0.04% 302
2013
Q4 		$209K Sell
4,600
-450
-9% -$19.4K 0.04% 295
2013
Q3 		$209K Hold
5,050
– – 0.04% 289
2013
Q2 		$208K Buy
+5,050
New +$197K 0.04% 305

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

Wellington Shields Capital Management's WFC Position: Q1 2026 in Review

Wellington Shields Capital Management reduced its Wells Fargo (WFC) stake by 27% in Q1 2026, selling an estimated $19.3K and leaving 600 shares worth $47.8K. The position accounts for 0.01% of the portfolio, ranked #295.

Wellington Shields Capital Management first reported a position in WFC in Q2 2013 and has held it in 26 quarters since. The position peaked at $594K in Q1 2016. 2,802 funds tracked by Wall St. Rank hold WFC as of Q1 2026.

  • Wellington Shields Capital Management held 600 shares of Wells Fargo worth $47.8K as of Q1 2026.
  • Wellington Shields Capital Management sold 225 Wells Fargo shares in Q1 2026, an estimated $19.3K.
  • Wells Fargo made up 0.01% of Wellington Shields Capital Management's portfolio in Q1 2026, its #295 holding.
  • Wellington Shields Capital Management first reported a position in Wells Fargo in Q2 2013 and has held it in 26 quarters since.
  • Wellington Shields Capital Management's Wells Fargo position peaked at $594K in Q1 2016.
  • 2,802 funds tracked by Wall St. Rank held Wells Fargo as of Q1 2026.

Based on Wellington Shields Capital Management's 13F filing for Q1 2026, filed 4 May 2026.