Western Wealth Management’s Wells Fargo WFC Stock Holding History

Western 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
2019 Q1	–	Sell	-5,000	Closed	-$45K	–	400
2018 Q4	$45K	Buy	+5,000	New	+$256K	0.01%	342

Other funds holding WFC

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

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 Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

Western Wealth Management increased its Wells Fargo (WFC) stake by 30% in Q1 2026, buying an estimated $313K and bringing the position to 15,871 shares worth $1.26M. The position accounts for 0.05% of the portfolio, ranked #373.

Western Wealth Management first reported a position in WFC in Q4 2018 and has held it in 29 quarters since. The position peaked at $1.71M in Q1 2022. 2,800 funds tracked by Wall St. Rank hold WFC as of Q1 2026.

Western Wealth Management held 15,871 shares of Wells Fargo worth $1.26M as of Q1 2026.
Western Wealth Management bought 3,644 Wells Fargo shares in Q1 2026, an estimated $313K.
Wells Fargo made up 0.05% of Western Wealth Management's portfolio in Q1 2026, its #373 holding.
Western Wealth Management first reported a position in Wells Fargo in Q4 2018 and has held it in 29 quarters since.
Western Wealth Management's Wells Fargo position peaked at $1.71M in Q1 2022.
2,800 funds tracked by Wall St. Rank held Wells Fargo as of Q1 2026.

Based on Western Wealth Management's 13F filing for Q1 2026, filed 19 May 2026.