1y return+16.7%S&P 500 +20.9%
3y return+48.2%S&P 500 +68.5%
5y return+41.1%S&P 500 +74.5%
10y return+157.2%S&P 500 +256.5%
These returns are for its stock picks as disclosed on Form 13F: last quarter's holdings, valued at this quarter's prices. They miss trades within each quarter, short positions, options, bonds, cash and fees, so they aren't the returns its clients got.
$100 invested in its stock picks
Since June 30, 2016: $257 against $357 in the S&P 500.2
Wells Fargo & Company/mnS&P 500 (SPY)
Top holdings
At the end of June 30, 2026. Change is in shares since the quarter before.2
| Stock | Value | Share of portfolio | Change |
|---|---|---|---|
| AAPLApple Inc | $17.3B | 3.0% | +2.0% |
| IVVIshares Tr | $15.3B | 2.7% | +4.3% |
| MSFTMicrosoft Corp | $12.5B | 2.2% | |
| NVDANvidia Corporation | $11.8B | 2.0% | +3.3% |
| ITOTIshares Tr | $10.9B | 1.9% | |
| GOOGLAlphabet Inc | $10.4B | 1.8% | +5.0% |
| AVGOBroadcom Inc | $9.5B | 1.7% | −2.1% |
| SPYState Str Spdr S&p 500 Etf T | $9.0B | 1.6% | +27.4% |
| VOVanguard Index Fds | $8.8B | 1.5% | −1.3% |
| IEFAIshares Tr | $8.8B | 1.5% | +6.5% |
| AMZNAmazon Com Inc | $8.3B | 1.4% | |
| JPMJpmorgan Chase & Co | $7.6B | 1.3% | +1.5% |
| IEMGIshares Inc | $7.5B | 1.3% | +4.3% |
| GOOGAlphabet Inc | $6.6B | 1.1% | +3.7% |
| AGGIshares Tr | $6.4B | 1.1% | +2.1% |
| METAMeta Platforms Inc | $5.6B | 1.0% | +3.8% |
| LLYEli Lilly & Co | $5.6B | 1.0% | +5.5% |
| QQQInvesco Qqq Tr | $5.3B | 0.9% | +11.4% |
| IWRIshares Tr | $5.0B | 0.9% | +5.9% |
| VVisa Inc | $4.8B | 0.8% | +67.9% |
| XLKSelect Sector Spdr Tr | $4.7B | 0.8% | +4.7% |
| VOOVanguard Index Fds | $4.4B | 0.8% | +3.4% |
| CSCOCisco Sys Inc | $4.4B | 0.8% | −2.0% |
| JNJJohnson & Johnson | $4.4B | 0.8% | +2.7% |
| IJHIshares Tr | $4.4B | 0.8% | +6.5% |
Best picks still held
How each current holding has done since the quarter it first appeared in its filings (up to six years back).
| Stock | Held since | Return since | Now worth |
|---|---|---|---|
| NVDANvidia Corporation | June 30, 2020 | +2006.7% | $11.8B |
| AVGOBroadcom Inc | June 30, 2020 | +1096.9% | $9.5B |
| AMDAdvanced Micro Devices Inc | June 30, 2020 | +1004.1% | $3.2B |
| LLYEli Lilly & Co | June 30, 2020 | +630.6% | $5.6B |
| LRCXLam Research Corp | December 31, 2024 | +499.9% | $3.2B |
| GOOGLAlphabet Inc | June 30, 2020 | +404.0% | $10.4B |
| GOOGAlphabet Inc | June 30, 2020 | +399.9% | $6.6B |
| XLKSelect Sector Spdr Tr | June 30, 2020 | +264.7% | $4.7B |
| GEGe Aerospace | September 30, 2021 | +262.7% | $2.6B |
| JPMJpmorgan Chase & Co | June 30, 2020 | +248.0% | $7.6B |
Sold off last quarter
- Honeywell Intl IncCUSIP 438516106 was $712.7M
- Dupont De Nemours IncCUSIP 26614N102 was $90.5M
- CTRACoterra Energy Inc was $67.4M
- Carnival CorpCUSIP 143658300 was $48.1M
- Ascendis Pharma A/sCUSIP 04351P101 was $35.3M
- Csg Sys Intl IncCUSIP 126349109 was $29.7M
- Thomson Reuters CorpCUSIP 884903808 was $11.8M
- XNQPXNuveen Pa Invt Quality Mun F was $7.1M
- Hologic IncCUSIP 436440101 was $7.0M
- American Woodmark CorpCUSIP 030506109 was $5.2M
Quarter by quarter
| Quarter | Its picks | S&P 500 |
|---|---|---|
| June 30, 2026 | +10.3% | +14.8% |
| March 31, 2026 | −2.2% | −4.6% |
| December 31, 2025 | +1.6% | +2.4% |
| September 30, 2025 | +6.4% | +7.8% |
| June 30, 2025 | +7.7% | +10.5% |
| March 31, 2025 | −2.4% | −4.6% |
| December 31, 2024 | −0.6% | +2.1% |
| September 30, 2024 | +6.3% | +5.4% |
| June 30, 2024 | +0.8% | +4.0% |
| March 31, 2024 | +7.1% | +10.0% |
| December 31, 2023 | +10.0% | +11.2% |
| September 30, 2023 | −3.7% | −3.6% |
| June 30, 2023 | +4.8% | +8.3% |
| March 31, 2023 | +4.1% | +7.0% |
| December 31, 2022 | +8.2% | +7.1% |
| September 30, 2022 | −5.7% | −5.3% |
| June 30, 2022 | −14.4% | −16.5% |
| March 31, 2022 | −5.6% | −4.9% |
| December 31, 2021 | +7.1% | +10.7% |
| September 30, 2021 | −1.2% | +0.3% |
Sources
Every number on this page points here. Each one links to the public record.
- 1SEC EDGAR: Wells Fargo & Company/mn Form 13F filingshttps://www.sec.gov/cgi-bin/browse-edgar?action=getcompany&CIK=72971&type=13F-HR&dateb=&owner=include&count=40CIK 72971
- 2SEC: 13F for the quarter ended June 30, 2026https://www.sec.gov/Archives/edgar/data/72971/000007297126000304/Filed August 14, 2026 · accession 0000072971-26-000304