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IMS Capital Management

SEC CIK
0001343916
Latest filing
Nov 17, 2025

WFC holding history

Wells Fargo & Company in every 13F filed by IMS Capital Management, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

WFC overviewAll 13F holders of WFCFull Q3 2025 holdings

Shares (Q3 2025)
48,267
Value
$4.05M
% of portfolio
1.9%
Quarters held
19
Since Q1 2021
Holdings of WFC by IMS Capital Management, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q3 202548,267$4.05M1.9%−1,250−2.5%ReducedHolders
Q2 202549,517$3.97M1.9%+741+1.5%AddedHolders
Q1 202548,776$3.50M1.8%−357−0.7%ReducedHolders
Q4 202449,133$3.45M1.6%00.0%UnchangedHolders
Q3 202449,133$2.78M1.2%00.0%UnchangedHolders
Q2 202449,133$2.76M1.3%00.0%UnchangedHolders
Q1 202449,133$2.85M1.3%−12,150−19.8%ReducedHolders
Q4 202361,283$3.02M1.5%00.0%UnchangedHolders
Q3 202361,283$2.50M1.5%00.0%UnchangedHolders
Q2 202361,283$2.62M1.5%−285−0.5%ReducedHolders
Q1 202361,568$2.30M1.4%−665−1.1%ReducedHolders
Q4 202262,233$2.57M1.6%−1,250−2.0%ReducedHolders
Q3 202263,483$2.55M1.8%+360+0.6%AddedHolders
Q2 202263,123$2.47M1.6%+10,610+20.2%AddedHolders
Q1 202252,513$2.54M1.3%+3,700+7.6%AddedHolders
Q4 202148,813$2.34M1.2%00.0%UnchangedHolders
Q3 202148,813$2.27M1.3%+662+1.4%AddedHolders
Q2 202148,151$2.18M1.3%−1,037−2.1%ReducedHolders
Q1 202149,188$1.92M1.2%––Holders

Livermore's 13F data starts with Q1 2021, so Q1 2021 has no change from the previous quarter.