WELLS FARGO & CO · CUSIP 949746101 · CIK 728100
As of 2026-06-30, LORD, ABBETT & CO. LLC reported 3.01M WFC (shares), valued at $248.77M, or 0.71% of its reported non-derivative portfolio. Filed 2026-08-14.
Verify history & sources →Shares decreased 21.19%; reported value decreased 18.19%, and weight changed -0.28 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds.
Left: % · Right: Shares · Independently scaled axes
Exact data and methodology
Axes scale independently; a crossing does not mean equal values. Weight uses each quarter's total reported non-derivative value. Same CUSIP; missing quarters are gaps, not zero. Revised history may include later disclosures.
| Quarter | Weight | Quantity | Source |
|---|---|---|---|
| Q2 2026 | 0.71% | 3,010,310 | SEC filing ↗Filed Aug 14, 2026 |
| Q1 2026 | 0.99% | 3,819,729 | SEC filing ↗Filed May 14, 2026 |
| Q4 2025 | 1.23% | 4,302,171 | SEC filing ↗Filed Feb 13, 2026 |
| Q3 2025 | 1.09% | 4,360,407 | SEC filing ↗Filed Nov 13, 2025 |
| Q2 2025 | 1.12% | 4,353,173 | SEC filing ↗Filed Aug 14, 2025 |
| Q1 2025 | 0.75% | 2,949,489 | SEC filing ↗Filed May 13, 2025 |
| Q4 2024 | 0.65% | 2,919,114 | SEC filing ↗Filed Feb 14, 2025 |
| Q3 2024 | 0.49% | 2,729,846 | SEC filing ↗Filed Dec 13, 2024Amended |
| Q2 2024 | 0.54% | 2,788,166 | SEC filing ↗Filed Oct 7, 2024Amended |
| Q1 2024 | 0.52% | 2,782,530 | SEC filing ↗Filed Oct 7, 2024Amended |
| Q4 2023 | 0.21% | 1,214,905 | SEC filing ↗Filed Oct 7, 2024Amended |
| Q3 2023 | 0.20% | 1,290,211 | SEC filing ↗Filed Oct 7, 2024Amended |
History & evidence by quarter
| Quarter | Weight | Quantity | Value | Change explained | Source |
|---|---|---|---|---|---|
| Q3 2023 | 0.20% | 1,290,211 | $52.72M | The prior quarter is outside the free window. Sign in for the comparison. | SEC filing ↗ Filed Oct 7, 2024 |
| Q4 2023 | 0.21% | 1,214,905 | $59.80M | Shares decreased 5.84%; reported value increased 13.43%, and weight changed +0.01 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Oct 7, 2024 |
| Q1 2024 | 0.52% | 2,782,530 | $161.28M | Shares increased 129.03%; reported value increased 169.70%, and weight changed +0.31 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Oct 7, 2024 |
| Q2 2024 | 0.54% | 2,788,166 | $165.59M | Shares increased 0.20%; reported value increased 2.67%, and weight changed +0.02 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Oct 7, 2024 |
| Q3 2024 | 0.49% | 2,729,846 | $154.21M | Shares decreased 2.09%; reported value decreased 6.87%, and weight changed -0.05 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Dec 13, 2024 |
| Q4 2024 | 0.65% | 2,919,114 | $205.04M | Shares increased 6.93%; reported value increased 32.96%, and weight changed +0.16 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Feb 14, 2025 |
| Q1 2025 | 0.75% | 2,949,489 | $211.74M | Shares increased 1.04%; reported value increased 3.27%, and weight changed +0.10 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed May 13, 2025 |
| Q2 2025 | 1.12% | 4,353,173 | $348.78M | Shares increased 47.59%; reported value increased 64.72%, and weight changed +0.37 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Aug 14, 2025 |
| Q3 2025 | 1.09% | 4,360,407 | $365.49M | Shares increased 0.17%; reported value increased 4.79%, and weight changed -0.03 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Nov 13, 2025 |
| Q4 2025 | 1.23% | 4,302,171 | $400.96M | Shares decreased 1.34%; reported value increased 9.71%, and weight changed +0.14 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Feb 13, 2026 |
| Q1 2026 | 0.99% | 3,819,729 | $304.09M | Shares decreased 11.21%; reported value decreased 24.16%, and weight changed -0.24 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed May 14, 2026 |
| Q2 2026 | 0.71% | 3,010,310 | $248.77M | Shares decreased 21.19%; reported value decreased 18.19%, and weight changed -0.28 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Aug 14, 2026 |
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