Shelton Wealth Management, LLC / WFC
Shelton Wealth Management, LLC’s Wells Fargo & Co Position
Does Shelton Wealth Management, LLC own Wells Fargo & Co (WFC)? Yes — 29.8K shares worth $2M (+1.04% of its 13F portfolio) as of Q1 2026, up from 29.7K shares the prior filed quarter.
Position Value
$2M
Q1 2026
Shares
29.8K
% of Portfolio
+1.04%
Quarters Held
18
currently held
Position History WFC
Reported value by quarter
| Quarter | Shares | Value | % of Portfolio |
|---|---|---|---|
| Q1 2026 | 29.8K | $2M | +1.04% |
| Q4 2025 | 29.7K | $3M | +1.19% |
| Q3 2025 | 29.7K | $2M | +1.13% |
| Q2 2025 | 29.7K | $2M | +1.15% |
| Q1 2025 | 29.7K | $2M | +1.16% |
| Q4 2024 | 29.6K | $2M | +1.08% |
| Q3 2024 | 29.6K | $2M | +0.91% |
| Q2 2024 | 29.6K | $2M | +1.00% |
| Q1 2024 | 29.6K | $2M | +1.08% |
| Q4 2023 | 29.5K | $1M | +1.03% |
| Q3 2023 | 29.5K | $1M | +0.96% |
| Q2 2023 | 29.5K | $1M | +0.98% |
| Q1 2023 | 30.3K | $1M | +0.92% |
| Q4 2022 | 30.2K | $1M | +0.98% |
| Q3 2022 | 30.2K | $1M | +1.08% |
| Q2 2022 | 30.0K | $1M | +1.00% |
| Q1 2022 | 29.9K | $1M | +1.14% |
| Q4 2021 | 28.3K | $1M | +1.07% |
Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Shelton Wealth Management, LLC’s full portfolio or all institutional holders of WFC.