WELLS FARGO & COMPANY/MN
Top Portfolio Positions
4,423 positions ·
$311,337,175,019 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 | 5.04% | |
| MSFT |
Microsoft Corp
Technology
|
33,827,214 | $12,521,819,803 | 4.02% | |
| NVDA |
Nvidia Corp
Technology
|
60,434,815 | $10,539,831,733 | 3.39% | |
| SPY |
Spdr S&P 500 ETF Trust
|
13,330,486 | $8,669,348,262 | 2.78% | |
| AVGO |
Broadcom Inc.
Technology
|
26,192,540 | $8,106,853,052 | 2.60% | |
| GOOGL |
Alphabet Inc.
Communication Services
|
27,917,601 | $8,027,985,340 | 2.58% | |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
38,171,848 | $7,950,050,780 | 2.55% | |
| QQQ |
Invesco Qqq Trust, Series 1
|
12,733,773 | $7,349,679,099 | 2.36% | |
| JPM |
Jpmorgan Chase & Co
Financial Services
|
23,034,231 | $6,775,749,389 | 2.18% | |
| META |
Meta Platforms, Inc.
Communication Services
|
9,895,119 | $5,661,294,430 | 1.82% |
Portfolio Trend
Holdings in PTLO
Shares Held
Position Value (USD)
18 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $178,754 | 33,791 | Shares | Defined | 2026-05-11 | |
| 2025-12-31 | $378,166 | 83,297 | Shares | Defined | 2026-02-13 | |
| 2025-09-30 | $365,011 | 56,591 | Shares | Defined | 2025-11-13 | |
| 2025-06-30 | $530,972 | 45,499 | Shares | Defined | 2025-08-14 | |
| 2025-03-31 | $533,979 | 44,910 | Shares | Defined | 2025-05-13 | |
| 2024-12-31 | $420,489 | 44,733 | Shares | Defined | 2025-02-13 | |
| 2024-09-30 | $418,538 | 31,072 | Shares | Defined | 2024-11-13 | |
| 2024-06-30 | $244,806 | 25,186 | Shares | Defined | 2024-08-13 | |
| 2024-03-31 | $935,863 | 65,999 | Shares | Defined | 2024-05-10 | |
| 2023-12-31 | $263,815 | 16,561 | Shares | Defined | 2024-02-09 | |
| 2023-09-30 | $251,501 | 16,342 | Shares | Defined | 2023-11-13 | |
| 2023-06-30 | $552,840 | 24,538 | Shares | Defined | 2023-08-15 | |
| 2023-03-31 | $418,957 | 19,605 | Shares | Defined | 2023-05-12 | |
| 2022-12-31 | $250,430 | 15,345 | Shares | Defined | 2023-02-13 | |
| 2022-09-30 | $225,095 | 11,432 | Shares | Defined | 2022-11-14 | |
| 2022-06-30 | $273,159 | 16,707 | Shares | Defined | 2022-08-12 | |
| 2022-03-31 | $1,788,802 | 72,834 | Shares | Defined | 2022-05-16 | |
| 2021-12-31 | $3,533,976 | 94,139 | Shares | Defined | 2022-02-14 | |
| No 13F history on record for this holder in this stock. | ||||||