AIMZ Investment Advisors’s Visa V Stock Holding History

AIMZ Investment Advisors’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	$380K	Buy	1,257 +53	+4%	+$17K	0.12%	106
2025 Q4	$422K	Hold	1,204	–	–	0.12%	105
2025 Q3	$411K	Hold	1,204	–	–	0.13%	99
2025 Q2	$428K	Hold	1,204	–	–	0.14%	94
2025 Q1	$422K	Buy	1,204 +110	+10%	+$37.2K	0.15%	95
2024 Q4	$346K	Hold	1,094	–	–	0.12%	100
2024 Q3	$301K	Sell	1,094 -21	-2%	-$5.68K	0.1%	103
2024 Q2	$293K	Buy	1,115 +21	+2%	+$5.76K	0.1%	102
2024 Q1	$305K	Hold	1,094	–	–	0.11%	100
2023 Q4	$285K	Hold	1,094	–	–	0.12%	98
2023 Q3	$252K	Hold	1,094	–	–	0.11%	99
2023 Q2	$260K	Hold	1,094	–	–	0.11%	101
2023 Q1	$247K	Hold	1,094	–	–	0.11%	103
2022 Q4	$227K	Buy	+1,094	New	+$221K	0.11%	105
2022 Q3	–	Sell	-1,069	Closed	-$210K	–	110
2022 Q2	$210K	Hold	1,069	–	–	0.1%	107
2022 Q1	$237K	Hold	1,069	–	–	0.1%	109
2021 Q4	$232K	Hold	1,069	–	–	0.09%	108
2021 Q3	$238K	Hold	1,069	–	–	0.11%	106
2021 Q2	$250K	Hold	1,069	–	–	0.11%	103
2021 Q1	$226K	Hold	1,069	–	–	0.11%	102
2020 Q4	$234K	Hold	1,069	–	–	0.12%	99
2020 Q3	$214K	Sell	1,069 -160	-13%	-$32K	0.13%	93
2020 Q2	$237K	Buy	+1,229	New	+$225K	0.15%	87
2020 Q1	–	Sell	-1,229	Closed	-$231K	–	97
2019 Q4	$231K	Hold	1,229	–	–	0.15%	89
2019 Q3	$211K	Hold	1,229	–	–	0.15%	91
2019 Q2	$213K	Buy	+1,229	New	+$201K	0.15%	92

Other funds holding V

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

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 London, United Kingdom $45.2B AUM 12.74% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

AIMZ Investment Advisors's V Position: Q1 2026 in Review

AIMZ Investment Advisors increased its Visa (V) stake by 4.4% in Q1 2026, buying an estimated $17K and bringing the position to 1,257 shares worth $380K. The position accounts for 0.12% of the portfolio, ranked #106.

AIMZ Investment Advisors first reported a position in V in Q2 2019 and has held it in 26 quarters since. The position peaked at $428K in Q2 2025. 4,451 funds tracked by Wall St. Rank hold V as of Q1 2026.

AIMZ Investment Advisors held 1,257 shares of Visa worth $380K as of Q1 2026.
AIMZ Investment Advisors bought 53 Visa shares in Q1 2026, an estimated $17K.
Visa made up 0.12% of AIMZ Investment Advisors's portfolio in Q1 2026, its #106 holding.
AIMZ Investment Advisors first reported a position in Visa in Q2 2019 and has held it in 26 quarters since.
AIMZ Investment Advisors's Visa position peaked at $428K in Q2 2025.
4,451 funds tracked by Wall St. Rank held Visa as of Q1 2026.

Based on AIMZ Investment Advisors's 13F filing for Q1 2026, filed 15 May 2026.