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
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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 |
|---|---|---|---|
| 2025-09-30 | $2.8M | 33k | 83.82 |
| 2025-06-30 | $2.7M | 34k | 79.71 |
| 2025-03-31 | $2.4M | 34k | 71.65 |
| 2024-12-31 | $1.9M | 28k | 70.24 |
| 2024-09-30 | $1.6M | 28k | 56.49 |
| 2024-06-30 | $1.7M | 28k | 59.39 |
| 2024-03-31 | $1.6M | 28k | 57.96 |
| 2023-12-31 | $1.7M | 34k | 49.22 |