AFWM
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AMJ Financial Wealth Management’s Visa V Stock Holding History

AMJ Financial Wealth Management’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 		$253K Sell
836
-5,273
-86% -$1.7M 0.06% 80
2025
Q4 		$2.14M Sell
6,109
-5,350
-47% -$1.82M 0.51% 50
2025
Q3 		$3.91M Sell
11,459
-11,124
-49% -$3.85M 0.93% 39
2025
Q2 		$8.02M Sell
22,583
-495
-2% -$173K 2% 25
2025
Q1 		$8.09M Buy
23,078
+415
+2% +$140K 2.39% 18
2024
Q4 		$7.16M Sell
22,663
-517
-2% -$155K 1.98% 26
2024
Q3 		$6.37M Sell
23,180
-8,881
-28% -$2.4M 1.83% 28
2024
Q2 		$8.42M Buy
32,061
+548
+2% +$150K 2.61% 16
2024
Q1 		$8.79M Buy
31,513
+908
+3% +$251K 2.94% 12
2023
Q4 		$7.97M Sell
30,605
-83
-0.3% -$20.5K 3.35% 7
2023
Q3 		$7.06M Buy
30,688
+616
+2% +$148K 3.25% 10
2023
Q2 		$7.14M Buy
30,072
+17,593
+141% +$4.03M 3.14% 10
2023
Q1 		$2.81M Buy
+12,479
New +$2.78M 1.81% 20
2022
Q2 		– Sell
-12,291
Closed -$2.73M – 88
2022
Q1 		$2.73M Sell
12,291
-20,116
-62% -$4.35M 1.09% 29
2021
Q4 		$7.02M Buy
32,407
+4,686
+17% +$1.01M 2.53% 16
2021
Q3 		$6.17M Buy
27,721
+1,928
+7% +$452K 2.53% 14
2021
Q2 		$6.03M Buy
25,793
+4,140
+19% +$946K 2.63% 9
2021
Q1 		$4.58M Buy
+21,653
New +$4.56M 2.22% 21
2020
Q1 		– Sell
-20,231
Closed -$3.8M – 63
2019
Q4 		$3.8M Buy
+20,231
New +$3.65M 2.67% 18

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

AMJ Financial Wealth Management's V Position: Q1 2026 in Review

AMJ Financial Wealth Management reduced its Visa (V) stake by 86% in Q1 2026, selling an estimated $1.7M and leaving 836 shares worth $253K. The position accounts for 0.06% of the portfolio, ranked #80.

AMJ Financial Wealth Management first reported a position in V in Q4 2019 and has held it in 19 quarters since. The position peaked at $8.79M in Q1 2024. 4,451 funds tracked by Wall St. Rank hold V as of Q1 2026.

  • AMJ Financial Wealth Management held 836 shares of Visa worth $253K as of Q1 2026.
  • AMJ Financial Wealth Management sold 5,273 Visa shares in Q1 2026, an estimated $1.7M.
  • Visa made up 0.06% of AMJ Financial Wealth Management's portfolio in Q1 2026, its #80 holding.
  • AMJ Financial Wealth Management first reported a position in Visa in Q4 2019 and has held it in 19 quarters since.
  • AMJ Financial Wealth Management's Visa position peaked at $8.79M in Q1 2024.
  • 4,451 funds tracked by Wall St. Rank held Visa as of Q1 2026.

Based on AMJ Financial Wealth Management's 13F filing for Q1 2026, filed 8 May 2026.