Robert Millen - Jensen Investment Management Inc
Period:    Q1 2026
Portfolio date:    31 Mar 2026
No. of stocks:    84
Portfolio value:    $5,072,800,848
Holdings Activity Buys Sells    History
Holding/activity history for  Wells Fargo (WFC)
Period Shares % of Portfolio Activity % Change to Portfolio Reported Price Value Filing
2010   Q3 0 0.00 Sell 100.00% 0.01 SEC
2010   Q2 26,500 0.01 Reduce 18.71% <0.01 $25.58 $678,000 SEC
2010   Q1 32,600 0.01 Reduce 36.20% 0.01 $31.13 $1,015,000 SEC
2009   Q4 51,100 0.04 Reduce 67.88% 0.05 $26.99 $1,379,000 SEC
2009   Q3 159,100 0.08 Reduce 11.90% 0.01 $28.18 $4,483,000 SEC
2009   Q2 180,600 0.09 Reduce 94.76% 1.09 $24.26 $4,381,000 SEC
2009   Q1 3,448,233 1.15 Add 1.95% 0.02 $14.24 $49,103,000 SEC
2008   Q4 3,382,122 2.10 Reduce 20.95% 0.56 $29.48 $99,705,000 SEC
2008   Q3 4,278,595 2.69 Add 12.73% 0.30 $37.53 $160,576,000 SEC
2008   Q2 3,795,295 1.74 Add 15.41% 0.23 $23.75 $90,138,000 SEC
2008   Q1 3,288,580 1.73 Reduce 0.95% 0.02 $29.10 $95,698,000 SEC
2007   Q4 3,320,018 1.63 Add 2.58% 0.04 $30.19 $100,231,000 SEC
2007   Q3 3,236,481 1.88 Add 3.34% 0.06 $35.62 $115,283,000 SEC
2007   Q2 3,131,741 1.92 Add 18.76% 0.30 $35.17 $110,143,000 SEC
2007   Q1 2,637,091 1.67 Add 2.25% 0.04 $34.43 $90,795,000 SEC
2006   Q4 2,579,116 3.40 Add 14.78% 0.44 $35.56 $91,713,000 SEC
2006   Q3 2,247,066 3.34 Add 101.48% 1.68 $36.18 $81,299,000 SEC
2006   Q2 1,115,258 3.24 Reduce 2.49% 0.07 $67.08 $74,812,000 SEC
2006   Q1 1,143,768 2.95 Add 12.47% 0.33 $63.87 $73,052,000 SEC
2005   Q4 1,016,918 2.36 Add 37,633.51% 2.35 $62.83 $63,893,000 SEC
2005   Q3 2,695 0.01 $58.63 $158,000 SEC
2005   Q2 2,695 0.01 $61.60 $166,000 SEC
2005   Q1 2,695 0.01 $59.74 $161,000 SEC
2004   Q4 2,695 0.01 $61.97 $167,000 SEC
2004   Q3 2,695 0.01 Add 400.93% <0.01 $59.74 $161,000 SEC
2004   Q2 538 <0.01 $57.62 $31,000 SEC
2004   Q1 538 <0.01 $55.76 $30,000 SEC
2003   Q4 538 <0.01 $59.48 $32,000 SEC
2003   Q3 538 <0.01 $52.04 $28,000 SEC
2003   Q2 538 <0.01 $50.19 $27,000 SEC
2003   Q1 538 <0.01 $44,990.71 $24,205,000 SEC
2002   Q4 538 <0.01 $46.47 $25,000 SEC
2002   Q3 538 <0.01 Reduce 56.12% <0.01 $48,159.85 $25,910,000 SEC
2002   Q2 1,226 0.01 $50,060.36 $61,374,000 SEC
2002   Q1 1,226 0.02 Reduce 35.95% 0.01 $49,399.67 $60,564,000 SEC
2001   Q4 1,914 0.04 Add 255.76% 0.03 $43,470.22 $83,202,000 SEC
2001   Q3 538 0.02 $44,449.81 $23,914,000 SEC
2001   Q2 538 0.02 $46,429.37 $24,979,000 SEC
2001   Q1 538 0.02 $49,470.26 $26,615,000 SEC
2000   Q4 538 0.02 Buy 0.02 $55,689.59 $29,961,000 SEC