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AAFMAA Wealth Management & Trust’s Visa V Stock Holding History

AAFMAA Wealth Management & Trust’s Portfolio V Stock Details V Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$1.93M Sell
5,638
-413
-7% -$133K 0.68% 31
2026
Q1 		$1.83M Sell
6,051
-222
-4% -$71.4K 0.71% 29
2025
Q4 		$2.2M Buy
6,273
+133
+2% +$45.3K 0.86% 29
2025
Q3 		$2.1M Sell
6,140
-53
-0.9% -$18.3K 0.83% 29
2025
Q2 		$2.2M Sell
6,193
-1,001
-14% -$349K 0.91% 28
2025
Q1 		$2.52M Sell
7,194
-1,009
-12% -$341K 1.14% 17
2024
Q4 		$2.59M Sell
8,203
-899
-10% -$270K 1.14% 22
2024
Q3 		$2.5M Buy
9,102
+414
+5% +$112K 1.1% 23
2024
Q2 		$2.28M Buy
8,688
+337
+4% +$92.4K 1.12% 25
2024
Q1 		$2.33M Sell
8,351
-2,111
-20% -$583K 1.27% 22
2023
Q4 		$2.72M Buy
10,462
+2,038
+24% +$502K 1.54% 20
2023
Q3 		$1.94M Sell
8,424
-20,941
-71% -$5.03M 1.8% 25
2023
Q2 		$6.97M Sell
29,365
-150
-0.5% -$34.3K 5.76% 1
2023
Q1 		$6.65M Sell
29,515
-383
-1% -$85.2K 5.34% 2
2022
Q4 		$6.21M Sell
29,898
-1,738
-5% -$350K 5.6% 3
2022
Q3 		$5.62M Sell
31,636
-2,113
-6% -$430K 4.14% 3
2022
Q2 		$6.64M Sell
33,749
-934
-3% -$193K 4.48% 4
2022
Q1 		$7.69M Buy
34,683
+968
+3% +$209K 3.55% 5
2021
Q4 		$7.31M Buy
33,715
+1,185
+4% +$254K 3.18% 9
2021
Q3 		$7.25M Buy
32,530
+17,557
+117% +$4.12M 3.44% 8
2021
Q2 		$3.5M Sell
14,973
-9,938
-40% -$2.27M 1.61% 33
2021
Q1 		$5.27M Buy
24,911
+9,211
+59% +$1.94M 2.54% 17
2020
Q4 		$3.43M Buy
+15,700
New +$3.21M 1.66% 29

Other funds holding V

Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
ECU
Egerton Capital (UK) London, United Kingdom $10.4B AUM 25.66% 1-Year Est. Return
RG
Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 1-Year Est. Return
SCI
Starlite Capital INC Dallas, Texas $9.7B AUM
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
LMFP
Larry Mathis Financial Planning Phoenix, Arizona $124B AUM
WT
Wellcome Trust London, United Kingdom $9.01B AUM 12.05% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
ATO
Alecta Tjanstepension Omsesidigt Stockholm, Sweden $23.8B AUM 34.25% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

AAFMAA Wealth Management & Trust's V Position: Q2 2026 in Review

AAFMAA Wealth Management & Trust reduced its Visa (V) stake by 6.8% in Q2 2026, selling an estimated $133K and leaving 5,638 shares worth $1.93M. The position accounts for 0.68% of the portfolio, ranked #31.

AAFMAA Wealth Management & Trust first reported a position in V in Q4 2020 and has held it in 23 quarters since. The position peaked at $7.69M in Q1 2022. 1,518 funds tracked by Wall St. Rank hold V as of Q2 2026.

  • AAFMAA Wealth Management & Trust held 5,638 shares of Visa worth $1.93M as of Q2 2026.
  • AAFMAA Wealth Management & Trust sold 413 Visa shares in Q2 2026, an estimated $133K.
  • Visa made up 0.68% of AAFMAA Wealth Management & Trust's portfolio in Q2 2026, its #31 holding.
  • AAFMAA Wealth Management & Trust first reported a position in Visa in Q4 2020 and has held it in 23 quarters since.
  • AAFMAA Wealth Management & Trust's Visa position peaked at $7.69M in Q1 2022.
  • 1,518 funds tracked by Wall St. Rank held Visa as of Q2 2026.

Based on AAFMAA Wealth Management & Trust's 13F filing for Q2 2026, filed 8 Jul 2026.