Wells Fargo
CXH

Wells Fargo’s MFS Investment Grade Municipal Trust CXH Stock Holding History

Wells Fargo’s Portfolio CXH Stock Details CXH Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$140K Sell
17,565
-428
-2% -$3.47K ﹤0.01% 4920
2025
Q4 		$143K Sell
17,993
-446
-2% -$3.55K ﹤0.01% 5240
2025
Q3 		$145K Sell
18,439
-290
-2% -$2.2K ﹤0.01% 5114
2025
Q2 		$143K Sell
18,729
-6,060
-24% -$46.3K ﹤0.01% 4969
2025
Q1 		$196K Sell
24,789
-580
-2% -$4.66K ﹤0.01% 4717
2024
Q4 		$203K Sell
25,369
-10,609
-29% -$86.2K ﹤0.01% 4793
2024
Q3 		$296K Hold
35,978
– – ﹤0.01% 4323
2024
Q2 		$284K Sell
35,978
-19,000
-35% -$143K ﹤0.01% 4275
2024
Q1 		$419K Buy
54,978
+17,319
+46% +$131K ﹤0.01% 4010
2023
Q4 		$285K Sell
37,659
-3,180
-8% -$22.6K ﹤0.01% 4247
2023
Q3 		$289K Hold
40,839
– – ﹤0.01% 4122
2023
Q2 		$300K Sell
40,839
-5,836
-13% -$42.7K ﹤0.01% 4316
2023
Q1 		$345K Sell
46,675
-598
-1% -$4.38K ﹤0.01% 4088
2022
Q4 		$337K Sell
47,273
-10,300
-18% -$71.7K ﹤0.01% 3880
2022
Q3 		$387K Sell
57,573
-258
-0.4% -$1.97K ﹤0.01% 3853
2022
Q2 		$439K Sell
57,831
-4,431
-7% -$34.5K ﹤0.01% 3817
2022
Q1 		$532K Sell
62,262
-24,511
-28% -$223K ﹤0.01% 4356
2021
Q4 		$894K Buy
86,773
+7,995
+10% +$79.1K ﹤0.01% 4203
2021
Q3 		$788K Sell
78,778
-6,525
-8% -$67.6K ﹤0.01% 4396
2021
Q2 		$877K Sell
85,303
-3,624
-4% -$36.4K ﹤0.01% 4289
2021
Q1 		$873K Buy
88,927
+9,807
+12% +$96.1K ﹤0.01% 4341
2020
Q4 		$776K Buy
79,120
+9,470
+14% +$89.6K ﹤0.01% 4206
2020
Q3 		$654K Sell
69,650
-9,312
-12% -$89.8K ﹤0.01% 4161
2020
Q2 		$745K Buy
78,962
+8,282
+12% +$75.4K ﹤0.01% 4047
2020
Q1 		$648K Sell
70,680
-3,003
-4% -$29.1K ﹤0.01% 3837
2019
Q4 		$720K Sell
73,683
-20,939
-22% -$205K ﹤0.01% 4091
2019
Q3 		$940K Buy
94,622
+68,681
+265% +$677K ﹤0.01% 3887
2019
Q2 		$248K Buy
25,941
+8,471
+48% +$80.1K ﹤0.01% 4848
2019
Q1 		$164K Buy
17,470
+13,544
+345% +$126K ﹤0.01% 4921
2018
Q4 		$34K Sell
3,926
-7,447
-65% -$65.2K ﹤0.01% 5640
2018
Q3 		$102K Sell
11,373
-325
-3% -$2.99K ﹤0.01% 5346
2018
Q2 		$108K Sell
11,698
-1,205
-9% -$11.2K ﹤0.01% 5340
2018
Q1 		$122K Sell
12,903
-2,000
-13% -$19K ﹤0.01% 5224
2017
Q4 		$144K Hold
14,903
– – ﹤0.01% 5138
2017
Q3 		$149K Buy
14,903
+2,056
+16% +$20.9K ﹤0.01% 5059
2017
Q2 		$131K Sell
12,847
-1
-0% -$10 ﹤0.01% 5037
2017
Q1 		$124K Sell
12,848
-1,735
-12% -$16.6K ﹤0.01% 5104
2016
Q4 		$136K Buy
14,583
+36
+0.2% +$350 ﹤0.01% 4980
2016
Q3 		$151K Buy
14,547
+2,016
+16% +$21.2K ﹤0.01% 4646
2016
Q2 		$132K Buy
12,531
+1,098
+10% +$11.4K ﹤0.01% 4655
2016
Q1 		$116K Hold
11,433
– – ﹤0.01% 4729
2015
Q4 		$114K Sell
11,433
-5,628
-33% -$54.7K ﹤0.01% 4824
2015
Q3 		$167K Sell
17,061
-2,156
-11% -$20.7K ﹤0.01% 4559
2015
Q2 		$179K Sell
19,217
-6,511
-25% -$60.3K ﹤0.01% 4672
2015
Q1 		$243K Buy
25,728
+2,008
+8% +$19K ﹤0.01% 4336
2014
Q4 		$222K Sell
23,720
-5,394
-19% -$50K ﹤0.01% 4364
2014
Q3 		$266K Sell
29,114
-62,961
-68% -$577K ﹤0.01% 4224
2014
Q2 		$855K Buy
92,075
+5,684
+7% +$52.3K ﹤0.01% 3619
2014
Q1 		$772K Sell
86,391
-1,481
-2% -$13.1K ﹤0.01% 3648
2013
Q4 		$757K Buy
87,872
+53,244
+154% +$454K ﹤0.01% 3583
2013
Q3 		$301K Buy
34,628
+2,101
+6% +$18.3K ﹤0.01% 4002
2013
Q2 		$304K Buy
+32,527
New +$319K ﹤0.01% 3919

Other funds holding CXH

BI
Bulldog Investors Saddle Brook, New Jersey $445M AUM 2.55% 1-Year Est. Return
RCM
Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.66% 1-Year Est. Return
AC
Almitas Capital Santa Monica, California $443M AUM 42.36% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return
IA
Icon Advisers Greenwood Village, Colorado $433M AUM 40.01% 1-Year Est. Return
HWAM
Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return
MWM
Melfa Wealth Management Westborough, Massachusetts $185M AUM 17.73% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Wells Fargo's CXH Position: Q1 2026 in Review

Wells Fargo reduced its MFS Investment Grade Municipal Trust (CXH) stake by 2.4% in Q1 2026, selling an estimated $3.47K and leaving 17,565 shares worth $140K. The position accounts for ﹤0.01% of the portfolio, ranked #4920.

Wells Fargo first reported a position in CXH in Q2 2013 and has held it in 52 quarters since. The position peaked at $940K in Q3 2019. 33 funds tracked by Wall St. Rank hold CXH as of Q1 2026.

  • Wells Fargo held 17,565 shares of MFS Investment Grade Municipal Trust worth $140K as of Q1 2026.
  • Wells Fargo sold 428 MFS Investment Grade Municipal Trust shares in Q1 2026, an estimated $3.47K.
  • MFS Investment Grade Municipal Trust made up ﹤0.01% of Wells Fargo's portfolio in Q1 2026, its #4920 holding.
  • Wells Fargo first reported a position in MFS Investment Grade Municipal Trust in Q2 2013 and has held it in 52 quarters since.
  • Wells Fargo's MFS Investment Grade Municipal Trust position peaked at $940K in Q3 2019.
  • 33 funds tracked by Wall St. Rank held MFS Investment Grade Municipal Trust as of Q1 2026.

Based on Wells Fargo's 13F filing for Q1 2026, filed 11 May 2026.