John Armitage - Egerton Capital (UK)
Period:    Q1 2026
Portfolio date:    31 Mar 2026
No. of stocks:    24
Portfolio value:    $9,010,197,462
Holdings Activity Buys Sells    History
Holding/activity history for  Wells Fargo & Co. (WFC)
← All WFC superinvestors
Period Shares % of Portfolio Activity % Change to Portfolio Price Value Filing
2021   Q3 0 0.00 Sell 100.00% 0.52 $43.27–52.57 · VW $47.87i SEC
2021   Q2 2,152,827 0.52 Reduce 49.34% 0.46 $41.47–51.41 · VW $46.19i $97,502,000 SEC
2021   Q1 4,249,601 0.94 Buy 0.94 $36.34–48.13 · VW $43.73i $166,032,000 SEC
2015   Q3 0 0.00 Sell 100.00% 2.15 $49.51–56.34 · VW $53.65i SEC
2015   Q2 2,804,033 2.15 Reduce 44.41% 1.81 $47.75–58.77 · VW $53.28i $157,699,000 SEC
2015   Q1 5,043,707 4.07 Reduce 9.22% 0.40 $53.29–56.70 · VW $55.32i $274,378,000 SEC
2014   Q4 5,555,693 4.37 Reduce 24.54% 1.34 $50.42–55.95 · VW $53.72i $304,563,000 SEC
2014   Q3 7,362,854 5.46 Reduce 15.19% 1.17 $46.44–54.74 · VW $51.89i $381,911,000 SEC
2014   Q2 8,681,204 7.72 Reduce 25.34% 2.27 $49.47–53.08 · VW $51.33i $456,284,000 SEC
2014   Q1 11,627,465 8.97 Add 166.78% 5.61 $45.96–50.82 · VW $49.19i $578,350,000 SEC
2013   Q4 4,358,493 2.98 Reduce 6.99% 0.25 $43.21–46.84 · VW $45.49i $197,876,000 SEC
2013   Q3 4,686,146 3.54 $41.32 $193,632,000 SEC
Price snapshot:
Current price$87.67
52-week low$72.78
52-week high$96.73