Wilson & Boucher Capital Management’s Wells Fargo WFC Stock Holding History

Wilson & Boucher 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	$883K	Buy	11,095 +100	+0.9%	+$8.59K	0.59%	45
2025 Q4	$1.02M	Hold	10,995	–	–	0.67%	42
2025 Q3	$922K	Sell	10,995 -800	-7%	-$64.9K	0.61%	45
2025 Q2	$945K	Sell	11,795 -100	-0.8%	-$7.21K	0.66%	41
2025 Q1	$854K	Sell	11,895 -1,000	-8%	-$75.1K	0.64%	45
2024 Q4	$906K	Hold	12,895	–	–	0.64%	47
2024 Q3	$728K	Sell	12,895 -77	-0.6%	-$4.36K	0.5%	57
2024 Q2	$770K	Hold	12,972	–	–	0.59%	49
2024 Q1	$752K	Sell	12,972 -223	-2%	-$11.7K	0.59%	53
2023 Q4	$649K	Hold	13,195	–	–	0.55%	56
2023 Q3	$539K	Sell	13,195 -200	-1%	-$8.63K	0.51%	57
2023 Q2	$572K	Sell	13,395 -550	-4%	-$22.1K	0.52%	57
2023 Q1	$521K	Buy	13,945 +70	+0.5%	+$3.05K	0.5%	60
2022 Q4	$573K	Hold	13,875	–	–	0.59%	53
2022 Q3	$558K	Hold	13,875	–	–	0.65%	51
2022 Q2	$543K	Hold	13,875	–	–	0.6%	55
2022 Q1	$672K	Buy	13,875 +350	+3%	+$18.7K	0.61%	53
2021 Q4	$649K	Buy	+13,525	New	+$666K	0.58%	55

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

Wilson & Boucher Capital Management's WFC Position: Q1 2026 in Review

Wilson & Boucher Capital Management increased its Wells Fargo (WFC) stake by 0.91% in Q1 2026, buying an estimated $8.59K and bringing the position to 11,095 shares worth $883K. The position accounts for 0.59% of the portfolio, ranked #45.

Wilson & Boucher Capital Management first reported a position in WFC in Q4 2021 and has held it in 18 quarters since. The position peaked at $1.02M in Q4 2025. 2,805 funds tracked by Wall St. Rank hold WFC as of Q1 2026.

Wilson & Boucher Capital Management held 11,095 shares of Wells Fargo worth $883K as of Q1 2026.
Wilson & Boucher Capital Management bought 100 Wells Fargo shares in Q1 2026, an estimated $8.59K.
Wells Fargo made up 0.59% of Wilson & Boucher Capital Management's portfolio in Q1 2026, its #45 holding.
Wilson & Boucher Capital Management first reported a position in Wells Fargo in Q4 2021 and has held it in 18 quarters since.
Wilson & Boucher Capital Management's Wells Fargo position peaked at $1.02M in Q4 2025.
2,805 funds tracked by Wall St. Rank held Wells Fargo as of Q1 2026.

Based on Wilson & Boucher Capital Management's 13F filing for Q1 2026, filed 18 May 2026.