BBPWM
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Blue Bell Private Wealth Management’s Visa V Stock Holding History

Blue Bell Private 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 		$836K Buy
2,765
+22
+0.8% +$7.07K 0.12% 121
2025
Q4 		$962K Sell
2,743
-77
-3% -$26.2K 0.14% 110
2025
Q3 		$963K Buy
2,820
+681
+32% +$236K 0.15% 102
2025
Q2 		$759K Buy
2,139
+1,478
+224% +$515K 0.13% 98
2025
Q1 		$232K Buy
661
+91
+16% +$30.8K 0.04% 201
2024
Q4 		$180K Buy
570
+10
+2% +$3.01K 0.03% 219
2024
Q3 		$154K Buy
560
+43
+8% +$11.6K 0.03% 240
2024
Q2 		$136K Buy
517
+11
+2% +$3.02K 0.03% 235
2024
Q1 		$141K Buy
506
+5
+1% +$1.38K 0.03% 221
2023
Q4 		$130K Buy
501
+194
+63% +$47.8K 0.03% 208
2023
Q3 		$70.6K Sell
307
-25
-8% -$6.01K 0.02% 229
2023
Q2 		$78.8K Buy
332
+196
+144% +$44.9K 0.02% 215
2023
Q1 		$30.7K Sell
136
-10
-7% -$2.23K 0.01% 277
2022
Q4 		$30.3K Hold
146
– – 0.01% 267
2022
Q3 		$26K Hold
146
– – 0.01% 271
2022
Q2 		$29K Hold
146
– – 0.01% 268
2022
Q1 		$32K Hold
146
– – 0.01% 266
2021
Q4 		$32K Buy
+146
New +$31.3K 0.01% 251

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

Blue Bell Private Wealth Management's V Position: Q1 2026 in Review

Blue Bell Private Wealth Management increased its Visa (V) stake by 0.8% in Q1 2026, buying an estimated $7.07K and bringing the position to 2,765 shares worth $836K. The position accounts for 0.12% of the portfolio, ranked #121.

Blue Bell Private Wealth Management first reported a position in V in Q4 2021 and has held it in 18 quarters since. The position peaked at $963K in Q3 2025. 4,452 funds tracked by Wall St. Rank hold V as of Q1 2026.

  • Blue Bell Private Wealth Management held 2,765 shares of Visa worth $836K as of Q1 2026.
  • Blue Bell Private Wealth Management bought 22 Visa shares in Q1 2026, an estimated $7.07K.
  • Visa made up 0.12% of Blue Bell Private Wealth Management's portfolio in Q1 2026, its #121 holding.
  • Blue Bell Private Wealth Management first reported a position in Visa in Q4 2021 and has held it in 18 quarters since.
  • Blue Bell Private Wealth Management's Visa position peaked at $963K in Q3 2025.
  • 4,452 funds tracked by Wall St. Rank held Visa as of Q1 2026.

Based on Blue Bell Private Wealth Management's 13F filing for Q1 2026, filed 11 May 2026.