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Wells Fargo & Company shares owned by Lummis Asset Management

Quarter-by-quarter ownership of Wells Fargo & Company (WFC) shares owned by Lummis Asset Management from 13F filings

Historical chart of Lummis Asset Management investment in Wells Fargo & Company

Tip: Access up to 7 years of quarterly data

All positions including Wells Fargo & Company held by Lummis Asset Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Wells Fargo & Company by Lummis Asset Management

Quarter filed Position value Share count Share price at filing
2024-03-31 $1.6M 28k 57.96
2023-12-31 $1.7M 34k 49.22

More positions owned by Lummis Asset Management

Matador Resources (MTDR)
Apple (AAPL)
Microsoft Corporation (MSFT)
Berkshire Hathaway Cl B Com Class B
Oracle Corporation (ORCL)
Alphabet Inc Class C Com Class C (GOOG)
Amern Tower Corp Class A Com Class A (AMT)
American International (AIG)
General Dynamics Corporation (GD)
Ross Stores (ROST)
Acushnet Holdings Corp (GOLF)
Pepsi (PEP)
Acuity Brands (AYI)
Schwab Strategic Tr sht tm us tres (SCHO)
Thermo Fisher Scientific (TMO)

View all positions for Lummis Asset Management

Top funds holding Wells Fargo & Company

Vanguard Group
BlackRock
FMR
Dodge & Cox
Jpmorgan Chase & Co
Geode Capital Management
T. Rowe Price Associates
State Farm Mutual Automobile Insurance Company
PRIMECAP Management Company
Morgan Stanley
Ameriprise Financial
Northern Trust
Bank of America Corporation
Arrowstreet Capital, Limited Partnership
Nuveen Asset Management

View all funds holding Wells Fargo & Company