CM Wealth Advisors LLC
- SEC CIK
- 0001764581
- Latest filing
- Aug 10, 2026
WFC holding history
Wells Fargo & Company in every 13F filed by CM Wealth Advisors LLC, 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)
- 0
- Sold out in Q2 2026
- Value
- $0
- % of portfolio
- 0.0%
- Quarters held
- 7
- Since Q1 2023
| Quarter | Shares | Value | % of portfolio | Share change | Action | All holders |
|---|---|---|---|---|---|---|
| Q2 2026 | 0 | $0 | 0.0% | −4,110−100.0% | Sold out | Holders |
| Q1 2026 | 4,110 | $327.2K | 0.1% | +382+10.2% | Added | Holders |
| Q4 2025 | 3,728 | $347.4K | 0.1% | +3,728 | New | Holders |
| Q2 2025 | 0 | $0 | 0.0% | −3,110−100.0% | Sold out | Holders |
| Q1 2025 | 3,110 | $223.3K | 0.1% | 00.0% | Unchanged | Holders |
| Q4 2024 | 3,110 | $218.4K | 0.1% | +3,110 | New | Holders |
| Q2 2024 | 0 | $0 | 0.0% | −6,662−100.0% | Sold out | Holders |
| Q1 2024 | 6,662 | $401.5K | 0.1% | +6,662 | New | Holders |
| Q3 2023 | 0 | $0 | 0.0% | −8,216−100.0% | Sold out | Holders |
| Q2 2023 | 8,216 | $379.1K | 0.1% | −27,067−76.7% | Reduced | Holders |
| Q1 2023 | 35,283 | $1.39M | 0.3% | +35,283 | New | Holders |