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 LCNB
Shares Held
Position Value (USD)
25 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $110,906 | 7,114 | Shares | Defined | 2026-05-11 | |
| 2025-12-31 | $280,579 | 17,119 | Shares | Defined | 2026-02-13 | |
| 2025-09-30 | $185,080 | 12,347 | Shares | Defined | 2025-11-13 | |
| 2025-06-30 | $377,619 | 25,989 | Shares | Defined | 2025-08-14 | |
| 2025-03-31 | $370,414 | 25,045 | Shares | Defined | 2025-05-13 | |
| 2024-12-31 | $438,012 | 28,950 | Shares | Defined | 2025-02-13 | |
| 2024-09-30 | $351,295 | 23,311 | Shares | Defined | 2024-11-13 | |
| 2024-06-30 | $329,596 | 23,695 | Shares | Defined | 2024-08-13 | |
| 2024-03-31 | $357,533 | 22,430 | Shares | Defined | 2024-05-10 | |
| 2023-12-31 | $348,279 | 22,085 | Shares | Defined | 2024-02-09 | |
| 2023-09-30 | $295,259 | 20,691 | Shares | Defined | 2023-11-13 | |
| 2023-06-30 | $108,913 | 7,379 | Shares | Defined | 2023-08-15 | |
| 2023-03-31 | $387,926 | 23,741 | Shares | Defined | 2023-05-12 | |
| 2022-12-31 | $180,972 | 10,054 | Shares | Defined | 2023-02-13 | |
| 2022-09-30 | $147,561 | 9,304 | Shares | Defined | 2022-11-14 | |
| 2022-06-30 | $126,267 | 8,446 | Shares | Defined | 2022-08-12 | |
| 2022-03-31 | $148,311 | 8,446 | Shares | Defined | 2022-05-16 | |
| 2021-12-31 | $200,884 | 10,286 | Shares | Defined | 2022-02-14 | |
| 2021-09-30 | $151,411 | 8,662 | Shares | Defined | 2021-11-15 | |
| 2021-06-30 | $154,253 | 9,423 | Shares | Defined | 2021-08-16 | |
| 2021-03-31 | $1,185,554 | 67,746 | Shares | Defined | 2021-05-13 | |
| 2020-12-31 | $599,336 | 40,799 | Shares | Defined | 2021-02-09 | |
| 2020-09-30 | $524,104 | 38,396 | Shares | Defined | 2020-11-05 | |
| 2020-06-30 | $584,054 | 36,595 | Shares | Defined | 2020-08-13 | |
| 2020-03-31 | $397,202 | 31,524 | Shares | Defined | 2020-05-14 | |
| No 13F history on record for this holder in this stock. | ||||||