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Blalock Williams’s Visa V Stock Holding History

Blalock Williams’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 		$928K Buy
2,704
+385
+17% +$124K 0.6% 44
2026
Q1 		$701K Sell
2,319
-21
-0.9% -$6.75K 0.54% 50
2025
Q4 		$821K Sell
2,340
-217
-8% -$73.9K 0.66% 39
2025
Q3 		$873K Sell
2,557
-509
-17% -$176K 0.76% 34
2025
Q2 		$1.09M Buy
3,066
+161
+6% +$56.1K 1.09% 24
2025
Q1 		$1.02M Buy
2,905
+527
+22% +$178K 1.14% 24
2024
Q4 		$752K Buy
+2,378
New +$715K 0.87% 33

Other funds holding V

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
TCI Fund Management
TCI Fund Management London, United Kingdom $52.8B AUM 12.71% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Blalock Williams's V Position: Q2 2026 in Review

Blalock Williams increased its Visa (V) stake by 17% in Q2 2026, buying an estimated $124K and bringing the position to 2,704 shares worth $928K. The position accounts for 0.6% of the portfolio, ranked #44.

Blalock Williams first reported a position in V in Q4 2024 and has held it in 7 quarters since. The position peaked at $1.09M in Q2 2025. 4,592 funds tracked by Wall St. Rank hold V as of Q2 2026.

  • Blalock Williams held 2,704 shares of Visa worth $928K as of Q2 2026.
  • Blalock Williams bought 385 Visa shares in Q2 2026, an estimated $124K.
  • Visa made up 0.6% of Blalock Williams's portfolio in Q2 2026, its #44 holding.
  • Blalock Williams first reported a position in Visa in Q4 2024 and has held it in 7 quarters since.
  • Blalock Williams's Visa position peaked at $1.09M in Q2 2025.
  • 4,592 funds tracked by Wall St. Rank held Visa as of Q2 2026.

Based on Blalock Williams's 13F filing for Q2 2026, filed 7 Aug 2026.