Wimmer Associates 1’s Wells Fargo WFC Stock Holding History

Wimmer Associates 1’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	$861K	Hold	10,814	–	–	0.42%	55
2025 Q4	$1.01M	Hold	10,814	–	–	0.47%	54
2025 Q3	$906K	Sell	10,814 -2,250	-17%	-$182K	0.44%	55
2025 Q2	$1.05M	Buy	13,064 +250	+2%	+$18K	0.54%	51
2025 Q1	$974K	Buy	12,814 +18	+0.1%	+$1.35K	0.51%	52
2024 Q4	$899K	Hold	12,796	–	–	0.44%	54
2024 Q3	$723K	Hold	12,796	–	–	0.35%	62
2024 Q2	$760K	Hold	12,796	–	–	0.39%	58
2024 Q1	$742K	Sell	12,796 -345	-3%	-$18.1K	0.39%	64
2023 Q4	$647K	Hold	13,141	–	–	0.36%	67
2023 Q3	$537K	Sell	13,141 -2,200	-14%	-$95K	0.34%	72
2023 Q2	$655K	Sell	15,341 -140	-0.9%	-$5.63K	0.39%	60
2023 Q1	$600K	Sell	15,481 -325	-2%	-$14.2K	0.38%	62
2022 Q4	$653K	Hold	15,806	–	–	0.43%	61
2022 Q3	$727K	Sell	15,806 -70	-0.4%	-$3.01K	0.48%	56
2022 Q2	$622K	Hold	15,876	–	–	0.41%	59
2022 Q1	$769K	Hold	15,876	–	–	0.43%	54
2021 Q4	$762K	Hold	15,876	–	–	0.41%	57
2021 Q3	$737K	Sell	15,876 -340	-2%	-$15.7K	0.44%	54
2021 Q2	$734K	Sell	16,216 -330	-2%	-$14.7K	0.43%	53
2021 Q1	$646K	Hold	16,546	–	–	0.35%	63
2020 Q4	$499K	Sell	16,546 -492	-3%	-$12.7K	0.3%	68
2020 Q3	$401K	Sell	17,038 -1,460	-8%	-$36K	0.27%	77
2020 Q2	$457K	Buy	+18,498	New	+$506K	0.36%	65
2020 Q1	–	Sell	-18,498	Closed	-$995K	–	106
2019 Q4	$995K	Sell	18,498 -540	-3%	-$28.3K	0.8%	42
2019 Q3	$960K	Sell	19,038 -720	-4%	-$33.9K	0.84%	42
2019 Q2	$935K	Hold	19,758	–	–	0.82%	42
2019 Q1	$955K	Hold	19,758	–	–	0.85%	41
2018 Q4	$910K	Sell	19,758 -730	-4%	-$37.4K	0.9%	40
2018 Q3	$1.08M	Hold	20,488	–	–	0.9%	39
2018 Q2	$1.14M	Hold	20,488	–	–	1.01%	38
2018 Q1	$1.07M	Hold	20,488	–	–	0.95%	39
2017 Q4	$1.24M	Sell	20,488 -247	-1%	-$13.9K	1.12%	35
2017 Q3	$1.14M	Sell	20,735 -9,560	-32%	-$508K	1.05%	38
2017 Q2	$1.68M	Buy	30,295 +245	+0.8%	+$13.1K	1.55%	24
2017 Q1	$1.67M	Sell	30,050 -1,219	-4%	-$69.2K	1.56%	26
2016 Q4	$1.72M	Buy	31,269 +20,681	+195%	+$1.04M	1.6%	24
2016 Q3	$469K	Buy	10,588 +1,517	+17%	+$72.6K	0.42%	69
2016 Q2	$429K	Buy	9,071 +1,015	+13%	+$49.5K	0.38%	73
2016 Q1	$390K	Sell	8,056 -525	-6%	-$25.7K	0.36%	76
2015 Q4	$466K	Buy	+8,581	New	+$466K	0.49%	65

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

Wimmer Associates 1's WFC Position: Q1 2026 in Review

Wimmer Associates 1 held its Wells Fargo (WFC) position steady in Q1 2026 at 10,814 shares worth $861K. The position accounts for 0.42% of the portfolio, ranked #55.

Wimmer Associates 1 first reported a position in WFC in Q4 2015 and has held it in 41 quarters since. The position peaked at $1.72M in Q4 2016. 2,799 funds tracked by Wall St. Rank hold WFC as of Q1 2026.

Wimmer Associates 1 held 10,814 shares of Wells Fargo worth $861K as of Q1 2026.
Wimmer Associates 1 left its Wells Fargo share count unchanged in Q1 2026.
Wells Fargo made up 0.42% of Wimmer Associates 1's portfolio in Q1 2026, its #55 holding.
Wimmer Associates 1 first reported a position in Wells Fargo in Q4 2015 and has held it in 41 quarters since.
Wimmer Associates 1's Wells Fargo position peaked at $1.72M in Q4 2016.
2,799 funds tracked by Wall St. Rank held Wells Fargo as of Q1 2026.

Based on Wimmer Associates 1's 13F filing for Q1 2026, filed 15 May 2026.