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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
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 $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

Blalock Williams's V Position: Q1 2026 in Review

Blalock Williams reduced its Visa (V) stake by 0.9% in Q1 2026, selling an estimated $6.75K and leaving 2,319 shares worth $701K. The position accounts for 0.54% of the portfolio, ranked #50.

Blalock Williams first reported a position in V in Q4 2024 and has held it in 6 quarters since. The position peaked at $1.09M in Q2 2025. 4,452 funds tracked by Wall St. Rank hold V as of Q1 2026.

  • Blalock Williams held 2,319 shares of Visa worth $701K as of Q1 2026.
  • Blalock Williams sold 21 Visa shares in Q1 2026, an estimated $6.75K.
  • Visa made up 0.54% of Blalock Williams's portfolio in Q1 2026, its #50 holding.
  • Blalock Williams first reported a position in Visa in Q4 2024 and has held it in 6 quarters since.
  • Blalock Williams's Visa position peaked at $1.09M in Q2 2025.
  • 4,452 funds tracked by Wall St. Rank held Visa as of Q1 2026.

Based on Blalock Williams's 13F filing for Q1 2026, filed 14 May 2026.