Wallace Weitz - Weitz Investment Management
Period:    Q1 2026
Portfolio date:    31 Mar 2026
No. of stocks:    49
Portfolio value:    $1,432,543,452
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
2018   Q4 0 0.00 Sell 100.00% 1.21 $43.02–55.04 · VW $49.32i SEC
2018   Q3 541,196 1.21 $52.56 $28,445,000 SEC
2018   Q2 541,196 1.32 Add 0.11% <0.01 $53.02–59.53 · VW $57.01i $30,004,000 SEC
2018   Q1 540,578 1.28 Reduce 0.07% <0.01 $50.26–58.94 · VW $54.40i $28,332,000 SEC
2017   Q4 540,932 1.48 Reduce 34.96% 0.72 $54.72–66.31 · VW $59.81i $32,818,000 SEC
2017   Q3 831,632 2.06 Reduce 0.20% <0.01 $49.27–57.33 · VW $54.36i $45,865,000 SEC
2017   Q2 833,302 2.19 Reduce 0.72% 0.02 $50.87–56.60 · VW $52.85i $46,173,000 SEC
2017   Q1 839,352 2.09 Reduce 6.55% 0.14 $50.83–59.99 · VW $53.99i $46,718,000 SEC
2016   Q4 898,144 2.14 Reduce 40.93% 1.12 $53.06–59.01 · VW $56.65i $49,497,000 SEC
2016   Q3 1,520,533 2.74 Add 19.46% 0.45 $43.55–54.06 · VW $50.18i $67,329,000 SEC
2016   Q2 1,272,799 2.42 Add 5.40% 0.12 $44.50–51.11 · VW $48.80i $60,242,000 SEC
2016   Q1 1,207,587 2.22 Add 1.78% 0.04 $46.62–51.41 · VW $49.58i $58,399,000 SEC
2015   Q4 1,186,467 2.38 Reduce 1.52% 0.03 $44.50–56.24 · VW $49.22i $64,496,000 SEC
2015   Q3 1,204,763 2.11 Reduce 2.40% 0.05 $49.51–56.34 · VW $53.65i $61,865,000 SEC
2015   Q2 1,234,400 2.17 Reduce 33.07% 1.00 $47.75–58.77 · VW $53.28i $69,423,000 SEC
2015   Q1 1,844,267 3.03 Reduce 4.21% 0.14 $53.29–56.70 · VW $55.32i $100,328,000 SEC
2014   Q4 1,925,266 3.33 Reduce 15.98% 0.64 $50.42–55.95 · VW $53.72i $105,543,000 SEC
2014   Q3 2,291,485 4.00 Reduce 1.88% 0.08 $46.44–54.74 · VW $51.89i $118,859,000 SEC
2014   Q2 2,335,490 4.17 Reduce 4.87% 0.22 $49.47–53.08 · VW $51.33i $122,753,000 SEC
2014   Q1 2,455,070 4.44 Reduce 1.19% 0.05 $45.96–50.82 · VW $49.19i $122,115,000 SEC
2013   Q4 2,484,590 4.39 Reduce 2.41% 0.11 $43.21–46.84 · VW $45.49i $112,800,000 SEC
2013   Q3 2,545,990 4.52 Add 0.15% <0.01 $40.07–44.75 · VW $42.95i $105,200,000 SEC
2013   Q2 2,542,200 4.90 Reduce 2.89% 0.14 $39.40–44.79 · VW $41.76i $104,917,000 SEC
2013   Q1 2,617,800 4.75 Reduce 6.62% 0.35 $34.85–41.59 · VW $39.00i $96,832,000 SEC
2012   Q4 2,803,300 5.29 Reduce 2.10% 0.05 $32.41–35.95 · VW $34.48i $95,817,000 SEC
2012   Q3 2,863,300 2.54 Reduce 9.22% 0.24 $31.25–36.60 · VW $33.62i $98,870,000 SEC
2012   Q2 3,154,000 2.64 Reduce 9.16% 0.57 $29.80–34.80 · VW $32.88i $105,470,000 SEC
2012   Q1 3,472,200 6.25 Reduce 7.95% 0.47 $29.99–34.59 · VW $32.21i $118,541,000 SEC
2011   Q4 3,772,050 5.90 Reduce 0.15% <0.01 $25.18–31.90 · VW $29.46i $103,958,000 SEC
2011   Q3 3,777,550 5.33 Add 6.59% 0.33 $22.61–27.54 · VW $25.34i $91,115,000 SEC
2011   Q2 3,544,150 5.26 Buy 5.26 $22.58–29.63 · VW $26.10i $99,449,000 SEC
2009   Q4 0 0.00 Sell 100.00% 1.47 $25.00–29.43 · VW $27.26i SEC
2009   Q3 660,000 1.47 Reduce 8.65% 0.06 $25.81–31.53 · VW $28.46i $18,599,000 SEC
2009   Q2 722,500 0.64 $24.26 $17,528,000 SEC
2009   Q1 722,500 0.92 $14.24 $10,288,000 SEC
2008   Q4 722,500 1.65 Reduce 25.52% 0.50 $8.81–32.76 · VW $17.89i $21,299,000 SEC
2008   Q3 970,000 1.95 Reduce 33.20% 0.51 $19.89–44.75 · VW $31.18i $36,404,000 SEC
2008   Q2 1,452,000 1.55 Reduce 0.55% <0.01 $20.46–32.07 · VW $27.60i $34,485,000 SEC
2008   Q1 1,460,000 1.55 Reduce 28.38% 0.58 $26.63–33.53 · VW $29.24i $42,486,000 SEC
2007   Q4 2,038,400 2.03 Add 30.94% 0.48 $24.38–34.56 · VW $29.39i $61,539,000 SEC
2007   Q3 1,556,774 1.43 Add 6.72% 0.09 $29.29–37.99 · VW $33.24i $55,452,000 SEC
2007   Q2 1,458,774 1.21 Add 506.62% 1.01 $32.66–37.99 · VW $35.73i $51,305,000 SEC
2007   Q1 240,474 0.21 Reduce 16.06% 0.04 $33.01–36.49 · VW $35.20i $8,280,000 SEC
2006   Q4 286,474 0.25 $35.56 $10,187,000 SEC
2006   Q3 286,474 0.27 Reduce 55.59% 2.28 $34.21–36.99 · VW $35.48i $10,365,000 SEC
2006   Q2 645,078 4.11 Reduce 19.87% 0.12 $32.57–36.89 · VW $34.74i $21,636,000 SEC
2006   Q1 805,004 0.59 Reduce 99.80% 58.93 $31.70–34.62 · VW $33.17i $25,708,000 SEC
2005   Q4 410,443,754 59.05 Add 120618.75% 59.00 $30.31–32.47 · VW $31.63i $5,533,665,000 SEC
2005   Q3 340,000 0.20 Add 0.59% <0.01 $28.81–32.35 · VW $30.86i $9,957,000 SEC
2005   Q2 338,000 0.22 Reduce 5.59% 0.01 $29.10–31.43 · VW $30.11i $10,407,000 SEC
2005   Q1 358,000 0.24 Reduce 99.93% 12.99 $28.89–30.90 · VW $30.00i $10,704,000 SEC
2004   Q4 491,412,506 13.00 Add 177948.01% 12.99 $29.39–32.02 · VW $30.37i $736,102,000 SEC
2004   Q3 276,000 0.15 Reduce 99.95% 57.86 $28.77–31.42 · VW $30.36i $8,229,000 SEC
2004   Q2 611,744,096 57.89 Add 228162.72% 57.86 $28.06–29.57 · VW $29.00i $5,601,334,000 SEC
2004   Q1 268,000 0.15 Add 3.08% <0.01 $27.16–29.86 · VW $28.81i $7,594,000 SEC
2003   Q4 260,000 21.23 Reduce 13.33% 0.02 $27.85–29.59 · VW $28.71i $7,656,000 SEC
2003   Q3 300,000 0.17 $25.75 $7,725,000 SEC
2003   Q2 300,000 0.16 $25.20 $7,560,000 SEC
2003   Q1 300,000 0.16 Reduce 6.34% 0.01 $21.64–24.55 · VW $23.44i $6,749,000 SEC
2002   Q4 320,320 0.17 $23.44 $7,507,000 SEC
2002   Q3 320,320 0.19 $24.08 $7,713,000 SEC
2002   Q1 320,320 0.13 $24.70 $7,912,000 SEC
2001   Q4 320,320 0.13 $21.73 $6,959,000 SEC
2001   Q3 320,320 0.16 $22.23 $7,119,000 SEC
2001   Q2 320,320 0.18 $23.22 $7,436,000 SEC
2001   Q1 320,320 0.09 Reduce 53.21% 0.27 $21.27–25.85 · VW $23.56i $7,923,000 SEC
2000   Q4 684,640 0.51 $27.85 $19,063,000 SEC
2000   Q3 684,640 0.20 Reduce 4.20% <0.01 $19.81–24.16 · VW $22.56i $15,725,000 SEC
2000   Q2 714,640 0.19 Buy 0.19 $18.66–23.88 · VW $21.38i $13,846,000 SEC
2000   Q1 0 0.00 Sell 100.00% 0.44 $15.50–22.81 · VW $20.31i SEC
1999   Q4 584,640 0.44 Reduce 15.84% 0.09 $16.00–24.31 · VW $18.95i $11,821,000 SEC
1999   Q3 694,640 0.59 Add 14.13% 0.07 $18.47–24.97 · VW $22.23i $13,763,000 SEC
1999   Q2 608,640 0.65 Add 24.56% 0.13 $18.22–22.66 · VW $20.26i $13,010,000 SEC
1999   Q1 488,640 0.57 $17.53 $8,566,000 SEC
Price snapshot:
Current price$87.67
52-week low$72.78
52-week high$96.73