Apollon Wealth Management
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Apollon Wealth Management’s Visa V Stock Holding History

Apollon 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
Q3 		$26.6M Buy
73,920
+876
+1% +$320K 0.3% 58
2026
Q2 		$25.1M Buy
73,044
+988
+1% +$317K 0.3% 63
2026
Q1 		$21.8M Sell
72,056
-3,160
-4% -$1.02M 0.35% 52
2025
Q4 		$26.4M Sell
75,216
-1,146
-2% -$390K 0.46% 40
2025
Q3 		$26.1M Sell
76,362
-659
-0.9% -$228K 0.46% 41
2025
Q2 		$27.3M Buy
77,021
+634
+0.8% +$221K 0.54% 35
2025
Q1 		$26.8M Sell
76,387
-766
-1% -$259K 0.59% 34
2024
Q4 		$24.4M Buy
77,153
+23,158
+43% +$6.96M 0.56% 36
2024
Q3 		$14.8M Sell
53,995
-1,583
-3% -$428K 0.42% 47
2024
Q2 		$14.6M Buy
55,578
+2,379
+4% +$652K 0.44% 47
2024
Q1 		$14.8M Sell
53,199
-3,576
-6% -$987K 0.47% 43
2023
Q4 		$14.8M Buy
56,775
+20,008
+54% +$4.93M 0.51% 41
2023
Q3 		$8.46M Sell
36,767
-169
-0.5% -$40.6K 0.42% 48
2023
Q2 		$8.77M Buy
36,936
+3,833
+12% +$877K 0.42% 45
2023
Q1 		$7.46M Sell
33,103
-258
-0.8% -$57.4K 0.46% 40
2022
Q4 		$6.93M Sell
33,361
-447
-1% -$90.1K 0.49% 35
2022
Q3 		$6.01M Buy
33,808
+1,944
+6% +$396K 0.49% 34
2022
Q2 		$6.27M Sell
31,864
-6,147
-16% -$1.27M 0.52% 33
2022
Q1 		$8.43M Sell
38,011
-55
-0.1% -$11.9K 0.6% 24
2021
Q4 		$8.25M Buy
38,066
+9,577
+34% +$2.06M 0.62% 28
2021
Q3 		$6.35M Buy
28,489
+8,659
+44% +$2.03M 0.87% 19
2021
Q2 		$4.64M Sell
19,830
-536
-3% -$123K 0.83% 23
2021
Q1 		$4.31M Sell
20,366
-11,765
-37% -$2.48M 0.83% 23
2020
Q4 		$7.03M Buy
32,131
+30,608
+2,010% +$6.26M 1.9% 13
2020
Q3 		$305K Sell
1,523
-348
-19% -$69.5K 0.14% 115
2020
Q2 		$361K Buy
1,871
+585
+45% +$107K 0.2% 67
2020
Q1 		$207K Buy
1,286
+79
+7% +$14.9K 0.21% 58
2019
Q4 		$236K Buy
+1,207
New +$217K 0.21% 61

Other funds holding V

BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
Capital World Investors
Capital World Investors Los Angeles, California $824B AUM 37.44% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $483B AUM 27.72% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return

Apollon Wealth Management's V Position: Q3 2026 in Review

Apollon Wealth Management increased its Visa (V) stake by 1.2% in Q3 2026, buying an estimated $320K and bringing the position to 73,920 shares worth $26.6M. The position accounts for 0.3% of the portfolio, ranked #58.

Apollon Wealth Management first reported a position in V in Q4 2019 and has held it in 28 quarters since. The position peaked at $27.3M in Q2 2025. 4,065 funds tracked by Wall St. Rank hold V as of Q3 2026.

  • Apollon Wealth Management held 73,920 shares of Visa worth $26.6M as of Q3 2026.
  • Apollon Wealth Management bought 876 Visa shares in Q3 2026, an estimated $320K.
  • Visa made up 0.3% of Apollon Wealth Management's portfolio in Q3 2026, its #58 holding.
  • Apollon Wealth Management first reported a position in Visa in Q4 2019 and has held it in 28 quarters since.
  • Apollon Wealth Management's Visa position peaked at $27.3M in Q2 2025.
  • 4,065 funds tracked by Wall St. Rank held Visa as of Q3 2026.

Based on Apollon Wealth Management's 13F filing for Q3 2026, filed 23 Oct 2026.