Wells Fargo & Company shares owned by LBMC Investment Advisors
Quarter-by-quarter ownership of Wells Fargo & Company (WFC) shares owned by LBMC Investment Advisors
from 13F filings
Historical chart of LBMC Investment Advisors investment in Wells Fargo & Company
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Quarterly reported holdings in Wells Fargo & Company by LBMC Investment Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $975k | 12k | 83.82 |
| 2025-06-30 | $571k | 7.1k | 80.13 |
| 2025-03-31 | $488k | 6.8k | 71.80 |
| 2024-12-31 | $478k | 6.8k | 70.25 |
| 2024-09-30 | $384k | 6.8k | 56.49 |
| 2024-06-30 | $404k | 6.8k | 59.39 |
| 2024-03-31 | $394k | 6.8k | 57.96 |
| 2023-12-31 | $323k | 6.6k | 49.22 |
| 2023-09-30 | $254k | 6.6k | 38.67 |
| 2023-06-30 | $280k | 6.6k | 42.68 |
| 2023-03-31 | $245k | 6.6k | 37.38 |
| 2022-12-31 | $271k | 6.6k | 41.29 |
| 2022-09-30 | $264k | 6.6k | 40.24 |