WELLS FARGO & COMPANY/MN
Top Portfolio Positions
4,435 positions ·
$313,870,552,513 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 | 2.76% | |
| AVGO |
Broadcom Inc.
Technology
|
26,192,540 | $8,106,853,052 | 2.58% | |
| 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 | 2.53% | |
| 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 | 1.80% |
Portfolio Trend
25 quarters · across all stocks
Holdings in SWBI
Shares Held
Position Value (USD)
24 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $1,560,206 | 108,877 | Shares | Defined | 2026-05-11 | |
| 2025-12-31 | $881,774 | 89,339 | Shares | Defined | 2026-02-13 | |
| 2025-09-30 | $739,991 | 75,279 | Shares | Defined | 2025-11-13 | |
| 2025-06-30 | $729,500 | 84,044 | Shares | Defined | 2025-08-14 | |
| 2025-03-31 | $362,909 | 38,939 | Shares | Defined | 2025-05-13 | |
| 2024-12-31 | $440,136 | 43,535 | Shares | Defined | 2025-02-13 | |
| 2024-09-30 | $463,903 | 35,740 | Shares | Defined | 2024-11-13 | |
| 2024-06-30 | $570,386 | 39,776 | Shares | Defined | 2024-08-13 | |
| 2024-03-31 | $616,625 | 35,520 | Shares | Defined | 2024-05-10 | |
| 2023-12-31 | $406,650 | 29,989 | Shares | Defined | 2024-02-09 | |
| 2023-09-30 | $298,245 | 23,102 | Shares | Defined | 2023-11-13 | |
| 2023-06-30 | $409,494 | 31,403 | Shares | Defined | 2023-08-15 | |
| 2023-03-31 | $284,052 | 23,075 | Shares | Defined | 2023-05-12 | |
| 2022-12-31 | $336,497 | 38,767 | Shares | Defined | 2023-02-13 | |
| 2022-09-30 | $309,522 | 29,848 | Shares | Defined | 2022-11-14 | |
| 2022-06-30 | $357,043 | 27,193 | Shares | Defined | 2022-08-12 | |
| 2022-03-31 | $1,935,881 | 127,950 | Shares | Defined | 2022-05-16 | |
| 2021-12-31 | $2,503,267 | 140,633 | Shares | Defined | 2022-02-14 | |
| 2021-09-30 | $6,420,776 | 309,286 | Shares | Defined | 2021-11-15 | |
| 2021-06-30 | $16,815,513 | 484,597 | Shares | Defined | 2021-08-16 | |
| 2021-03-31 | $5,795,979 | 332,148 | Shares | Defined | 2021-05-13 | |
| 2020-12-31 | $3,134,718 | 176,604 | Shares | Defined | 2021-02-09 | |
| 2020-09-30 | $2,846,847 | 183,431 | Shares | Defined | 2020-11-05 | |
| 2020-06-30 | $2,978,536 | 180,069 | Shares | Defined | 2020-08-13 | |
| No 13F history on record for this holder in this stock. | ||||||