Jeremy Grantham’s WFC Holdings & Trades

First Buy
Q2 2013
Duration Held
50 Quarters
Largest Add
Q1 2014
+5.99 M Shares
Current Position
6.29 M Shares
$527 M Value

Jeremy Grantham's WFC Position Overview

Jeremy Grantham (via Grantham, Mayo, Van Otterloo & Co. LLC) currently holds 6.29 M shares of Wells Fargo & Company (WFC) worth $527 M, representing 1.49% of the portfolio. First purchased in 2013-Q2, this long-term strategic position has been held for 50 quarters.

Based on 13F filings since 2013, Jeremy Grantham has maintained a long-term strategic position in WFC, representing a significant commitment to this investment thesis. Largest addition occurred in Q1 2014, adding 5.99 M shares. Largest reduction occurred in Q3 2014, reducing 4.73 M shares.

Analysis based on 13F filings available since 2013 Q2

Jeremy Grantham's Wells Fargo & Company (WFC) Holding Value Over Time

Track share changes against reported price movement

Quarterly Wells Fargo & Company (WFC) Trades by Jeremy Grantham

Period Bought/Sold (Sh.) % Change Qtr. End Shares Reported Price
Q2 2013 +1.38 M Add 0.00% 1.38 M $41.27
Q3 2013 +273,207 Add 19.77% 1.66 M $41.32
Q4 2013 +1.89 M Add 114.16% 3.54 M $45.40
Q1 2014 +5.99 M Add 169.00% 9.54 M $49.74
Q2 2014 -1.66 M Reduce 17.39% 7.88 M $52.56
Q3 2014 -4.73 M Reduce 60.10% 3.14 M $51.87
Q4 2014 -1.8 M Reduce 57.18% 1.35 M $54.82
Q1 2015 +22,251 Add 1.65% 1.37 M $54.40
Q2 2015 -287,600 Reduce 21.02% 1.08 M $56.24
Q3 2015 -185,230 Reduce 17.14% 895,495 $51.35
Q4 2015 +493,260 Add 55.08% 1.39 M $54.36
Q1 2016 -42,140 Reduce 3.03% 1.35 M $48.36
Q2 2016 -1.34 M Reduce 99.43% 7,685 $47.36
Q3 2016 -7,685 Sold Out 7,685 $0.00
Q3 2017 +4.45 M New Buy 4.45 M $55.15
Q4 2017 -34,511 Reduce 0.78% 4.42 M $60.67
Q1 2018 +979,252 Add 22.17% 5.4 M $52.41
Q2 2018 -217,143 Reduce 4.02% 5.18 M $55.44
Q3 2018 -184,588 Reduce 3.56% 4.99 M $52.56
Q4 2018 +1.14 M Add 22.87% 6.14 M $46.08
Q1 2019 -270,360 Reduce 4.41% 5.87 M $48.32
Q2 2019 +308,522 Add 5.26% 6.17 M $47.32
Q3 2019 +162,050 Add 2.62% 6.34 M $50.44
Q4 2019 +1,856 Add 0.03% 6.34 M $53.80
Q1 2020 +1.61 M Add 25.41% 7.95 M $28.70
Q2 2020 +596,211 Add 7.50% 8.55 M $25.60
Q3 2020 +607,887 Add 7.11% 9.15 M $23.51
Q4 2020 +2.66 M Add 29.05% 11.81 M $30.18
Q1 2021 -591,426 Reduce 5.01% 11.22 M $39.07
Q2 2021 -1.51 M Reduce 13.42% 9.72 M $45.29
Q3 2021 +1.07 M Add 10.98% 10.78 M $46.41
Q4 2021 +186,092 Add 1.73% 10.97 M $47.98
Q1 2022 -451,699 Reduce 4.12% 10.52 M $48.46
Q2 2022 -187,920 Reduce 1.79% 10.33 M $39.17
Q3 2022 -127,051 Reduce 1.23% 10.2 M $40.22
Q4 2022 -2.73 M Reduce 26.74% 7.47 M $41.29
Q1 2023 +878,836 Add 11.76% 8.35 M $37.38
Q2 2023 -823,925 Reduce 9.86% 7.53 M $42.68
Q3 2023 +221,459 Add 2.94% 7.75 M $40.86
Q4 2023 -354,047 Reduce 4.57% 7.4 M $49.22
Q1 2024 +1.54 M Add 20.89% 8.94 M $57.96
Q2 2024 +598,312 Add 6.69% 9.54 M $59.39
Q3 2024 +314,390 Add 3.30% 9.85 M $56.49
Q4 2024 -1.12 M Reduce 11.41% 8.73 M $70.24
Q1 2025 -347,950 Reduce 3.99% 8.38 M $71.79
Q2 2025 +88,358 Add 1.05% 8.47 M $80.12
Q3 2025 -2.18 M Reduce 25.77% 6.29 M $83.82

Jeremy Grantham's Wells Fargo & Company Investment FAQs

Jeremy Grantham first purchased Wells Fargo & Company (WFC) in Q2 2013, acquiring 1,382,082 shares, as reported in their 13F filing for that period. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.

Jeremy Grantham has held Wells Fargo & Company (WFC) for 50 quarters since Q2 2013. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.

Jeremy Grantham's largest addition to Wells Fargo & Company (WFC) was in Q1 2014, adding 9,535,676 shares worth $474.3 M. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.

According to the latest 13F filing for Q3 2025, Jeremy Grantham's firm, Grantham, Mayo, Van Otterloo & Co. LLC, owns 6,287,235 shares of Wells Fargo & Company (WFC), valued at approximately $527 M. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.

As of the Q3 2025 filing, Wells Fargo & Company (WFC) represents approximately 1.49% of Jeremy Grantham's publicly disclosed stock portfolio, making it one of their key holdings. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.

Jeremy Grantham's peak holding in Wells Fargo & Company (WFC) was 11,812,033 shares, as reported at the end of Q4 2020. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.