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Livermore
Livermore
ZHEN

Chesapeake Wealth Management

SEC CIK
0001730383
Latest filing
Aug 13, 2026

WFC holding history

Wells Fargo & Company in every 13F filed by Chesapeake Wealth 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 Q2 2026 holdings

Shares (Q2 2026)
4,460
Value
$368.6K
% of portfolio
0.1%
Quarters held
15
Since Q2 2021
Holdings of WFC by Chesapeake Wealth Management, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20264,460$368.6K0.1%+206+4.8%AddedHolders
Q1 20264,254$338.7K0.1%+14+0.3%AddedHolders
Q4 20254,240$395.2K0.1%00.0%UnchangedHolders
Q3 20254,240$355.4K0.1%00.0%UnchangedHolders
Q2 20254,240$339.7K0.1%−100−2.3%ReducedHolders
Q1 20254,340$311.6K0.1%00.0%UnchangedHolders
Q4 20244,340$304.8K0.1%+74+1.7%AddedHolders
Q3 20244,266$241.0K0.1%00.0%UnchangedHolders
Q2 20244,266$253.4K0.1%00.0%UnchangedHolders
Q1 20244,266$247.3K0.1%+26+0.6%AddedHolders
Q4 20234,240$208.7K0.1%+4,240NewHolders
Q2 20220$00.0%−4,928−100.0%Sold outHolders
Q1 20224,928$239.0K0.1%00.0%UnchangedHolders
Q4 20214,928$236.0K0.1%00.0%UnchangedHolders
Q3 20214,928$229.0K0.1%00.0%UnchangedHolders
Q2 20214,928$223.0K0.1%+4,928NewHolders