WELLS FARGO & COMPANY/MN
Top Portfolio Positions
4,439 positions ·
$313,476,637,471 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio | Open |
|---|---|---|---|---|---|
| AAPL |
Apple Inc.
Technology
|
61,801,086 | $15,684,497,613 | 5.00% | |
| MSFT |
Microsoft Corp
Technology
|
33,827,214 | $12,521,819,803 | 3.99% | |
| NVDA |
Nvidia Corp
Technology
|
60,434,815 | $10,539,831,733 | 3.36% | |
| SPY |
Spdr S&P 500 ETF Trust
|
13,330,486 | $8,669,348,262 | 2.77% | |
| AVGO |
Broadcom Inc.
Technology
|
26,192,540 | $8,106,853,052 | 2.59% | |
| GOOGL |
Alphabet Inc.
Communication Services
|
27,917,601 | $8,027,985,340 | 2.56% | |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
38,171,848 | $7,950,050,780 | 2.54% | |
| QQQ |
Invesco Qqq Trust, Series 1
|
12,733,773 | $7,349,679,099 | 2.34% | |
| JPM |
Jpmorgan Chase & Co
Financial Services
|
23,034,231 | $6,775,749,389 | 2.16% | |
| META |
Meta Platforms, Inc.
Communication Services
|
9,895,119 | $5,661,294,430 | 1.81% |
Portfolio Trend
25 quarters · across all stocks
Holdings in HEI
Shares Held
Position Value (USD)
25 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $17,317,922 | 63,158 | Shares | Defined | 2026-05-11 | |
| 2025-12-31 | $20,953,099 | 64,752 | Shares | Defined | 2026-02-13 | |
| 2025-09-30 | $20,304,407 | 62,897 | Shares | Defined | 2025-11-13 | |
| 2025-06-30 | $20,297,624 | 61,883 | Shares | Defined | 2025-08-14 | |
| 2025-03-31 | $17,102,296 | 64,008 | Shares | Defined | 2025-05-13 | |
| 2024-12-31 | $17,662,891 | 74,295 | Shares | Defined | 2025-02-13 | |
| 2024-09-30 | $20,585,795 | 78,728 | Shares | Defined | 2024-11-13 | |
| 2024-06-30 | $14,934,910 | 66,790 | Shares | Defined | 2024-08-13 | |
| 2024-03-31 | $12,299,445 | 64,395 | Shares | Defined | 2024-05-10 | |
| 2023-12-31 | $11,950,481 | 66,811 | Shares | Defined | 2024-02-09 | |
| 2023-09-30 | $10,825,990 | 66,856 | Shares | Defined | 2023-11-13 | |
| 2023-06-30 | $11,722,626 | 66,252 | Shares | Defined | 2023-08-15 | |
| 2023-03-31 | $8,539,171 | 49,925 | Shares | Defined | 2023-05-12 | |
| 2022-12-31 | $6,814,240 | 44,352 | Shares | Defined | 2023-02-13 | |
| 2022-09-30 | $6,550,369 | 45,495 | Shares | Defined | 2022-11-14 | |
| 2022-06-30 | $6,294,414 | 48,005 | Shares | Defined | 2022-08-12 | |
| 2022-03-31 | $7,648,132 | 49,812 | Shares | Defined | 2022-05-16 | |
| 2021-12-31 | $6,153,145 | 42,665 | Shares | Defined | 2022-02-14 | |
| 2021-09-30 | $35,736,240 | 270,996 | Shares | Defined | 2021-11-15 | |
| 2021-06-30 | $36,333,966 | 260,608 | Shares | Defined | 2021-08-16 | |
| 2021-03-31 | $9,018,727 | 71,691 | Shares | Defined | 2021-05-13 | |
| 2020-12-31 | $103,220,890 | 779,614 | Shares | Defined | 2021-02-09 | |
| 2020-09-30 | $89,017,722 | 850,542 | Shares | Defined | 2020-11-05 | |
| 2020-06-30 | $80,859,495 | 811,435 | Shares | Defined | 2020-08-13 | |
| 2020-03-31 | $50,717,786 | 679,772 | Shares | Defined | 2020-05-14 | |
| No 13F history on record for this holder in this stock. | ||||||