Robert Millen - Jensen Investment Management
Period:    Q1 2026
Portfolio date:    31 Mar 2026
No. of stocks:    84
Portfolio value:    $5,072,800,848
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
2010   Q3 0 0.00 Sell 100.00% <0.01 $23.37–29.36 · VW $26.65i SEC
2010   Q2 26,500 <0.01 Reduce 18.71% <0.01 $23.02–29.48 · VW $25.35i $678,000 SEC
2010   Q1 32,600 0.01 Reduce 36.20% 0.02 $27.15–34.25 · VW $30.03i $1,015,000 SEC
2009   Q4 51,100 0.04 Reduce 67.88% 0.05 $25.00–29.43 · VW $27.26i $1,379,000 SEC
2009   Q3 159,100 0.08 Reduce 11.90% 0.01 $25.81–31.53 · VW $28.46i $4,483,000 SEC
2009   Q2 180,600 0.09 Reduce 94.76% 1.09 $21.57–29.35 · VW $26.15i $4,381,000 SEC
2009   Q1 3,448,233 1.15 Add 1.95% 0.02 $7.80–28.45 · VW $20.58i $49,103,000 SEC
2008   Q4 3,382,122 2.10 Reduce 20.95% 0.56 $8.81–32.76 · VW $17.89i $99,705,000 SEC
2008   Q3 4,278,595 2.69 Add 12.73% 0.30 $19.89–44.75 · VW $31.18i $160,576,000 SEC
2008   Q2 3,795,295 1.74 Add 15.41% 0.23 $20.46–32.07 · VW $27.60i $90,138,000 SEC
2008   Q1 3,288,580 1.73 Reduce 0.95% 0.02 $26.63–33.53 · VW $29.24i $95,698,000 SEC
2007   Q4 3,320,018 1.63 Add 2.58% 0.04 $24.38–34.56 · VW $29.39i $100,231,000 SEC
2007   Q3 3,236,481 1.88 Add 3.34% 0.06 $29.29–37.99 · VW $33.24i $115,283,000 SEC
2007   Q2 3,131,741 1.92 Add 18.76% 0.30 $32.66–37.99 · VW $35.73i $110,143,000 SEC
2007   Q1 2,637,091 1.67 Add 2.25% 0.04 $33.01–36.49 · VW $35.20i $90,795,000 SEC
2006   Q4 2,579,116 3.40 Add 14.78% 0.44 $33.80–36.64 · VW $35.05i $91,713,000 SEC
2006   Q3 2,247,066 3.34 Add 0.74% 0.02 $34.21–36.99 · VW $35.48i $81,299,000 SEC
2006   Q2 2,230,516 3.24 Reduce 2.49% 0.07 $32.57–36.89 · VW $34.74i $74,812,000 SEC
2006   Q1 2,287,536 2.95 Add 12.47% 0.33 $31.70–34.62 · VW $33.17i $73,052,000 SEC
2005   Q4 2,033,836 2.36 Add 37633.51% 2.35 $30.31–32.47 · VW $31.63i $63,893,000 SEC
2005   Q3 5,390 <0.01 $29.32 $158,000 SEC
2005   Q2 5,390 <0.01 $30.80 $166,000 SEC
2005   Q1 5,390 <0.01 $29.87 $161,000 SEC
2004   Q4 5,390 <0.01 $30.99 $167,000 SEC
2004   Q3 5,390 <0.01 Add 400.93% <0.01 $28.77–31.42 · VW $30.36i $161,000 SEC
2004   Q2 1,076 <0.01 $28.81 $31,000 SEC
2004   Q1 1,076 <0.01 $27.88 $30,000 SEC
2003   Q4 1,076 <0.01 $29.74 $32,000 SEC
2003   Q3 1,076 <0.01 $26.02 $28,000 SEC
2003   Q2 1,076 <0.01 $25.10 $27,000 SEC
2003   Q1 1,076 <0.01 $22.50 $24,205 SEC
2002   Q4 1,076 <0.01 $23.24 $25,000 SEC
2002   Q3 1,076 <0.01 Reduce 56.12% <0.01 $21.65–26.05 · VW $23.60i $25,910,000 SEC
2002   Q2 2,452 0.01 $25,030.18 $61,374,000 SEC
2002   Q1 2,452 0.02 Reduce 35.95% 0.01 $23.52–26.72 · VW $25.48i $60,564,000 SEC
2001   Q4 3,828 0.04 Add 255.76% 0.03 $21.17–23.73 · VW $22.78i $83,202,000 SEC
2001   Q3 1,076 0.02 $22,224.91 $23,914,000 SEC
2001   Q2 1,076 0.02 $23,214.69 $24,979,000 SEC
2001   Q1 1,076 0.02 $24,735.13 $26,615,000 SEC
2000   Q4 1,076 0.02 Buy 0.02 $23.16–28.19 · VW $25.39i $29,961,000 SEC
Price snapshot:
Current price$87.67
52-week low$72.78
52-week high$96.73