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Advisors Management Group’s Visa V Stock Holding History

Advisors Management Group’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
Q1 		$447K Buy
1,480
+97
+7% +$31.2K 0.08% 115
2025
Q4 		$485K Sell
1,383
-28
-2% -$9.54K 0.09% 104
2025
Q3 		$482K Sell
1,411
-13
-0.9% -$4.5K 0.08% 104
2025
Q2 		$506K Sell
1,424
-1
-0.1% -$349 0.1% 100
2025
Q1 		$499K Sell
1,425
-3
-0.2% -$1.01K 0.11% 99
2024
Q4 		$451K Sell
1,428
-15
-1% -$4.51K 0.11% 104
2024
Q3 		$397K Sell
1,443
-7
-0.5% -$1.89K 0.09% 110
2024
Q2 		$381K Sell
1,450
-43
-3% -$11.8K 0.1% 110
2024
Q1 		$417K Sell
1,493
-12
-0.8% -$3.31K 0.1% 107
2023
Q4 		$392K Hold
1,505
– – 0.11% 107
2023
Q3 		$346K Sell
1,505
-7
-0.5% -$1.68K 0.1% 107
2023
Q2 		$359K Sell
1,512
-22
-1% -$5.04K 0.11% 103
2023
Q1 		$346K Buy
1,534
+147
+11% +$32.7K 0.11% 101
2022
Q4 		$288K Buy
1,387
+19
+1% +$3.83K 0.11% 102
2022
Q3 		$243K Sell
1,368
-6
-0.4% -$1.22K 0.1% 110
2022
Q2 		$271K Buy
+1,374
New +$284K 0.1% 108

Other funds holding V

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
TCI Fund Management
TCI Fund Management London, United Kingdom $45.2B AUM 12.74% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Advisors Management Group's V Position: Q1 2026 in Review

Advisors Management Group increased its Visa (V) stake by 7% in Q1 2026, buying an estimated $31.2K and bringing the position to 1,480 shares worth $447K. The position accounts for 0.08% of the portfolio, ranked #115.

Advisors Management Group first reported a position in V in Q2 2022 and has held it in 16 quarters since. The position peaked at $506K in Q2 2025. 4,445 funds tracked by Wall St. Rank hold V as of Q1 2026.

  • Advisors Management Group held 1,480 shares of Visa worth $447K as of Q1 2026.
  • Advisors Management Group bought 97 Visa shares in Q1 2026, an estimated $31.2K.
  • Visa made up 0.08% of Advisors Management Group's portfolio in Q1 2026, its #115 holding.
  • Advisors Management Group first reported a position in Visa in Q2 2022 and has held it in 16 quarters since.
  • Advisors Management Group's Visa position peaked at $506K in Q2 2025.
  • 4,445 funds tracked by Wall St. Rank held Visa as of Q1 2026.

Based on Advisors Management Group's 13F filing for Q1 2026, filed 1 May 2026.