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Westmount Partners, LLC

SEC CIK
0002051491
Latest filing
Jul 7, 2026

WFC holding history

Wells Fargo & Company in every 13F filed by Westmount Partners, 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)
31,225
Value
$2.58M
% of portfolio
0.6%
Quarters held
15
Since Q4 2022
Holdings of WFC by Westmount Partners, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 202631,225$2.58M0.6%+526+1.7%AddedHolders
Q1 202630,699$2.44M0.6%+104+0.3%AddedHolders
Q4 202530,595$2.85M0.7%−80.0%ReducedHolders
Q3 202530,603$2.47M0.6%−472−1.5%ReducedHolders
Q2 202531,075$2.49M0.7%−551−1.7%ReducedHolders
Q1 202531,626$2.27M0.7%+274+0.9%AddedHolders
Q4 202431,352$2.20M0.7%−295−0.9%ReducedHolders
Q3 202431,647$1.79M0.5%−263−0.8%ReducedHolders
Q2 202431,910$1.93M0.6%+9,435+42.0%AddedHolders
Q1 202422,475$1.30M0.5%+112+0.5%AddedHolders
Q4 202322,363$1.10M0.4%−509−2.2%ReducedHolders
Q3 202322,872$934.6K0.4%+706+3.2%AddedHolders
Q2 202322,166$946.0K0.4%−472−2.1%ReducedHolders
Q1 202322,638$846.2K0.4%−2,064−8.4%ReducedHolders
Q4 202224,702$1.02M0.5%–No prior filingHolders