13F GuideFiling Basics
What is SEC Form 13F? Ultimate Guide to Institutional Equity Filings
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
AlphaSMO Research GuideRead Guide
CIK: 0000072971
Total reported value
$617.4B
$617.4B
6498 檔
9.5%
As reported in its official Q2 2024 Form 13F filing, Wells Fargo & Company/mn's tracked investment portfolio stood at $617.4B with 6498 total positions.
During Q2 2024, Wells Fargo & Company/mn's portfolio maintained high stability with no major positional turnover, reflecting a continuous long-term holding approach.
Showing top 200 holdings (of 6498 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | MSFT | Microsoft CORP | Stock-Tech | 3.84% | -0.28% | +1.68% | |
| 2 | AAPL | Apple Inc | Stock-Tech | 3.18% | -0.03% | +3.69% | |
| 3 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 2.75% | +0.62% | -2.83% | |
| 4 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 2.37% | +0.37% | -52.73% | |
| 5 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 2.10% | +0.06% | +0.16% | |
| 6 | IWM | Ishares Russell 2000 ETF | ETF-Small Cap | 2.00% | +0.22% | -9.51% | |
| 7 | NVDA | Nvidia CORP | Stock-Tech | 1.54% | +0.04% | +917.81% | |
| 8 | ITOT | Ishares Core S&p Total U.s. | ETF-Other | 1.38% | — | -1.14% | |
| 9 | AGG | Ishares Core U.s. Aggregate | ETF-Other | 1.37% | -0.15% | -0.27% | |
| 10 | VO | Vanguard Mid-cap ETF | ETF-Other | 1.36% | -0.08% | -2.16% | |
| 11 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 1.34% | -0.07% | +2.85% | |
| 12 | JPM | Jpmorgan Chase & Co | Stock-Financials | 1.21% | — | -0.88% | |
| 13 | IEFA | Ishares Core Msci Eafe ETF | ETF-Other | 1.06% | -0.04% | +5.44% | |
| 14 | UNH | Unitedhealth Group Inc | Stock-Healthcare | 1.01% | +0.07% | +0.68% | |
| 15 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.85% | +0.21% | +4.47% | |
| 16 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.84% | +0.30% | +0.73% | |
| 17 | CVX | Chevron CORP | Stock-Energy | 0.75% | -0.26% | +0.13% | |
| 18 | AVGO | Broadcom Inc | Stock-Tech | 0.75% | +0.01% | +8.41% | |
| 19 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 0.75% | -0.07% | -1.01% | |
| 20 | GSLC | Goldman Activebeta US Lc ETF | ETF-Commodities | 0.73% | -0.03% | -2.64% | |
| 21 | LLY | Eli Lilly & Co | Stock-Healthcare | 0.72% | +0.17% | +2.75% | |
| 22 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.71% | -0.08% | +8.18% | |
| 23 | IJH | Ishares Core S&p Midcap ETF | ETF-Other | 0.69% | +0.03% | -0.63% | |
| 24 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 0.68% | -0.12% | +1.11% | |
| 25 | IWR | Ishares Russell Mid-cap ETF | ETF-Other | 0.66% | +0.02% | -1.68% | |
| 26 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.64% | -0.07% | -7.68% | |
| 27 | IEMG | Ishares Core Msci Emerging | ETF-Emerging Markets | 0.60% | +0.07% | +0.22% | |
| 28 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 0.60% | -0.09% | -1.53% | |
| 29 | XLK | Ss Technology Select Sector | ETF-Tech | 0.60% | +0.16% | +2.30% | |
| 30 | LOW | Lowe's Cos Inc | Stock-Consumer Disc | 0.59% | -0.09% | -1.11% | |
| 31 | AMGN | Amgen Inc | Stock-Healthcare | 0.58% | -0.05% | +2.22% | |
| 32 | NEE | Nextera Energy Inc | Stock-Utilities | 0.58% | -0.08% | +4.60% | |
| 33 | PSX | Phillips 66 | Stock-Energy | 0.57% | -0.13% | -0.98% | |
| 34 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 0.54% | +0.02% | +2.23% | |
| 35 | MCD | Mcdonald's CORP | Stock-Consumer Disc | 0.54% | -0.11% | +6.40% | |
| 36 | ADI | Analog Devices Inc | Stock-Tech | 0.52% | +0.02% | +7.19% | |
| 37 | PEP | Pepsico Inc | Stock-Consumer Staples | 0.51% | -0.09% | -1.45% | |
| 38 | CSCO | Cisco Systems Inc | Stock-Tech | 0.51% | +0.16% | -3.74% | |
| 39 | V | Visa Inc-class A Shares | Stock-Financials | 0.50% | +0.30% | +0.89% | |
| 40 | BLKCHF | Blackrock Inc | Stock-Other | 0.50% | — | -1.02% | |
| 41 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.50% | -0.06% | +1.64% | |
| 42 | HD | Home Depot Inc | Stock-Consumer Disc | 0.50% | -0.07% | -1.14% | |
| 43 | ACN | Accenture plc | Stock-Tech | 0.49% | -0.17% | -1.25% | |
| 44 | MRK | Merck & Co. Inc. | Stock-Healthcare | 0.47% | -0.02% | -5.07% | |
| 45 | ADP | Automatic Data Processing | Stock-Tech | 0.46% | -0.01% | +0.21% | |
| 46 | LIN | Linde plc | Stock-Materials | 0.46% | -0.03% | +6.43% | |
| 47 | WMT | Walmart Inc | Stock-Consumer Staples | 0.46% | -0.16% | +0.23% | |
| 48 | VIG | Vanguard Dividend Apprec ETF | ETF-Other | 0.45% | -0.05% | -3.59% | |
| 49 | GD | General Dynamics CORP | Stock-Industrials | 0.44% | -0.04% | -0.31% | |
| 50 | IUSB | Ishr Cr Unvrse Usd Bd Etf-ui | ETF-Other | 0.44% | -0.05% | +0.17% |
According to official SEC Form 13F filings, Wells Fargo & Company/mn reported a total U.S. public equity portfolio value of $617.4B across 6498 disclosed positions in Q2 2024.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including MSFT, AAPL, QQQ) accounted for 9.5% of total reported equity market value during Q2 2024.
During Q2 2024, Wells Fargo & Company/mn's top holdings by market value included MSFT (3.8%)、AAPL (3.2%)、QQQ (2.8%). The largest single position, MSFT, represented 3.8% of total portfolio value.
In Q2 2024, Wells Fargo & Company/mn made 0 total portfolio adjustments, initiating 0 new buys, adding to 0 positions, trimming 0 holdings, and fully liquidating 0 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
Understand SEC Form 4 insider disclosures for corporate officers, directors, and 10% owners to track executive transactions.
Understand Rule 144 restricted stock sale notices to spot planned insider liquidations before market sell pressure arrives.
Explore the 5% beneficial ownership threshold, 13D vs 13G filing differences, and recent SEC accelerated deadline rules.
Best practices for analyzing 13F quarterly changes without getting misled by stock splits, options, or market valuation drift.
Learn how AlphaSMO's flagship signal detects high-conviction stocks where 13F hedge funds and corporate insiders buy at the same time.