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Williams Jones Wealth Management’s Wells Fargo WFC Stock Holding History

Williams Jones 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 		$6.5M Sell
81,623
-1,090
-1% -$93.6K 0.08% 120
2025
Q4 		$7.71M Buy
82,713
+2,453
+3% +$213K 0.09% 108
2025
Q3 		$6.73M Sell
80,260
-1,450
-2% -$118K 0.08% 119
2025
Q2 		$6.55M Buy
81,710
+31,795
+64% +$2.29M 0.08% 120
2025
Q1 		$3.58M Sell
49,915
-1,110
-2% -$83.3K 0.05% 148
2024
Q4 		$3.58M Sell
51,025
-3,621
-7% -$247K 0.04% 153
2024
Q3 		$3.09M Sell
54,646
-4,071
-7% -$230K 0.04% 166
2024
Q2 		$3.49M Sell
58,717
-93
-0.2% -$5.49K 0.04% 156
2024
Q1 		$3.41M Buy
58,810
+1,074
+2% +$56.2K 0.04% 150
2023
Q4 		$2.84M Sell
57,736
-3,811
-6% -$164K 0.04% 160
2023
Q3 		$2.51M Sell
61,547
-5,090
-8% -$220K 0.04% 169
2023
Q2 		$2.84M Sell
66,637
-386
-0.6% -$15.5K 0.04% 167
2023
Q1 		$2.51M Buy
67,023
+1,388
+2% +$60.5K 0.04% 184
2022
Q4 		$2.71M Buy
65,635
+880
+1% +$39K 0.05% 175
2022
Q3 		$2.6M Buy
64,755
+937
+1% +$40.3K 0.05% 183
2022
Q2 		$2.5M Buy
63,818
+2,087
+3% +$91.6K 0.04% 193
2022
Q1 		$2.99M Buy
61,731
+2,267
+4% +$121K 0.04% 172
2021
Q4 		$2.85M Sell
59,464
-624
-1% -$30.7K 0.04% 173
2021
Q3 		$2.79M Buy
60,088
+7,451
+14% +$345K 0.04% 173
2021
Q2 		$2.38M Buy
52,637
+4,398
+9% +$196K 0.03% 188
2021
Q1 		$1.89M Sell
48,239
-7,483
-13% -$265K 0.03% 195
2020
Q4 		$1.68M Sell
55,722
-6,000
-10% -$155K 0.03% 192
2020
Q3 		$1.45M Sell
61,722
-28,557
-32% -$704K 0.03% 185
2020
Q2 		$2.31M Sell
90,279
-9,305
-9% -$255K 0.05% 150
2020
Q1 		$2.86M Sell
99,584
-87,985
-47% -$3.74M 0.07% 120
2019
Q4 		$10.1M Buy
187,569
+85,140
+83% +$4.46M 0.19% 82
2019
Q3 		$5.17M Buy
+102,429
New +$4.83M 0.11% 117

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

Williams Jones Wealth Management's WFC Position: Q1 2026 in Review

Williams Jones Wealth Management reduced its Wells Fargo (WFC) stake by 1.3% in Q1 2026, selling an estimated $93.6K and leaving 81,623 shares worth $6.5M. The position accounts for 0.08% of the portfolio, ranked #120.

Williams Jones Wealth Management first reported a position in WFC in Q3 2019 and has held it in 27 quarters since. The position peaked at $10.1M in Q4 2019. 2,801 funds tracked by Wall St. Rank hold WFC as of Q1 2026.

  • Williams Jones Wealth Management held 81,623 shares of Wells Fargo worth $6.5M as of Q1 2026.
  • Williams Jones Wealth Management sold 1,090 Wells Fargo shares in Q1 2026, an estimated $93.6K.
  • Wells Fargo made up 0.08% of Williams Jones Wealth Management's portfolio in Q1 2026, its #120 holding.
  • Williams Jones Wealth Management first reported a position in Wells Fargo in Q3 2019 and has held it in 27 quarters since.
  • Williams Jones Wealth Management's Wells Fargo position peaked at $10.1M in Q4 2019.
  • 2,801 funds tracked by Wall St. Rank held Wells Fargo as of Q1 2026.

Based on Williams Jones Wealth Management's 13F filing for Q1 2026, filed 5 May 2026.