WELLS FARGO & COMPANY/MN

WELLS FARGO & COMPANY/MN declares $146.9B in 226 of the 230 AI and semiconductor companies tracked on Silicon Floor, as of Jun 30, 2026 (Form 13F): 23.8% of its $617.4B 13F portfolio. Largest positions: Apple (0.41% of the company) and Alphabet (0.39% of the company). It is a private wealth platform: it holds shares for many client accounts, so its trades are left out of the quarter's moves on /holders. Over time: $146.9B in 226 of these companies for Q2 2026, against $52.7B in 163 for Q4 2019 (13F values as filed). From Mar 31, 2026 to Jun 30, 2026, it bought $8.4B and sold $2.3B of these stocks, at the quarter's prices: a net purchase of $6.2B; 3 new positions.

Performance of its AI picks

The AI-stock portfolio WELLS FARGO & COMPANY/MN declared for Q2 2026 (Form 13F), held unchanged, returned +3.6% in Q3 2026 (SMH -7.1%). Over the last 12 months, quarter after quarter: +25.7% (SMH +87.2%). Over three years, quarter after quarter: +130.6% (SMH +325.8%). Over five years, quarter after quarter: +139.8% (SMH +389.8%). Trades made during a quarter are not visible in 13F filings: this measures its declared picks, not the return of its funds.

Largest positions

1. Apple (AAPL): $17.3B, 59.9M shares, 0.41% of the company, 2.8% of its portfolio (added this quarter); held since Q4 2019 or earlier
2. Alphabet (GOOGL): $17.0B, 47.9M shares, 0.39% of the company, 2.8% of its portfolio (added this quarter); held since Q4 2019 or earlier
3. Microsoft (MSFT): $12.5B, 33.4M shares, 0.45% of the company, 2.0% of its portfolio (added this quarter); held since Q4 2019 or earlier
4. NVIDIA (NVDA): $11.8B, 58.9M shares, 0.24% of the company, 1.9% of its portfolio (added this quarter); held since Q4 2019 or earlier
5. Broadcom (AVGO): $9.5B, 25.1M shares, 0.53% of the company, 1.5% of its portfolio (trimmed this quarter); held since Q4 2019 or earlier
6. Amazon (AMZN): $8.3B, 34.7M shares, 0.32% of the company, 1.3% of its portfolio (trimmed this quarter); held since Q4 2019 or earlier
7. Meta Platforms (META): $5.6B, 10.0M shares, 0.39% of the company, 0.91% of its portfolio (added this quarter); held since Q4 2019 or earlier
8. Cisco (CSCO): $4.4B, 37.7M shares, 0.96% of the company, 0.72% of its portfolio (trimmed this quarter); held since Q4 2019 or earlier
9. Micron (MU): $3.3B, 2.9M shares, 0.25% of the company, 0.53% of its portfolio (added this quarter); held since Q4 2019 or earlier
10. Analog Devices (ADI): $3.3B, 8.2M shares, 1.7% of the company, 0.53% of its portfolio (trimmed this quarter); held since Q4 2019 or earlier
11. AMD (AMD): $3.2B, 5.6M shares, 0.34% of the company, 0.53% of its portfolio (added this quarter); held since Q4 2019 or earlier
12. Lam Research (LRCX): $3.2B, 7.3M shares, 0.59% of the company, 0.51% of its portfolio (added this quarter); held since Q4 2019 or earlier
13. NextEra Energy (NEE): $2.6B, 29.2M shares, 1.4% of the company, 0.42% of its portfolio (added this quarter); held since Q4 2019 or earlier
14. TSMC (TSM): $2.4B, 5.0M shares, 0.10% of the company, 0.38% of its portfolio (added this quarter); held since Q4 2019 or earlier
15. Caterpillar (CAT): $2.3B, 2.1M shares, 0.46% of the company, 0.37% of its portfolio (added this quarter); held since Q4 2019 or earlier

By sector

• Cloud & AI giants: $60.9B, 41% of its AI holdings, 6 companies
• Chips & compute: $35.2B, 24% of its AI holdings, 38 companies
• Power, electrical & cooling: $15.2B, 10% of its AI holdings, 47 companies
• Equipment & test: $8.5B, 6% of its AI holdings, 30 companies
• AI software: $7.9B, 5% of its AI holdings, 31 companies
• Interconnect: $7.1B, 5% of its AI holdings, 11 companies
• Memory & storage: $6.2B, 4% of its AI holdings, 7 companies
• Servers & systems: $2.9B, 2% of its AI holdings, 12 companies
• Neoclouds & data centers: $1.7B, 1% of its AI holdings, 30 companies
• Optics: $1.3B, 1% of its AI holdings, 14 companies

Biggest changes this quarter

• added to Sandisk (SNDK): +$1.2B at the quarter's price
• added to Lam Research (LRCX): +$941.1M at the quarter's price
• added to Alphabet (GOOGL): +$730.3M at the quarter's price
• added to AMD (AMD): +$550.8M at the quarter's price
• added to Intel (INTC): +$545.7M at the quarter's price
• added to Micron (MU): +$462.7M at the quarter's price
• trimmed Accenture (ACN): -$406.3M at the quarter's price
• added to NVIDIA (NVDA): +$380.3M at the quarter's price
• added to Apple (AAPL): +$339.7M at the quarter's price
• added to IBM (IBM): +$209.1M at the quarter's price

Other holders of this size

• Fisher Asset Management, LLC: $129.7B in 113 of these companies
• Deutsche Bank: $149.6B in 219 of these companies
• ALLIANCEBERNSTEIN L.P.: $124.2B in 214 of these companies
• ROYAL BANK OF CANADA: $161.0B in 226 of these companies
• Barclays: $115.8B in 224 of these companies
• Dimensional: $161.4B in 205 of these companies
• MASSACHUSETTS FINANCIAL SERVICES CO /MA/: $115.5B in 133 of these companies
• Ameriprise Financial, Inc.: $172.4B in 211 of these companies

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