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BXM Wealth’s Visa V Stock Holding History

BXM Wealth’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 		$709K Buy
2,067
+862
+72% +$277K 0.39% 64
2026
Q1 		$364K Buy
1,205
+121
+11% +$38.9K 0.28% 85
2025
Q4 		$380K Sell
1,084
-408
-27% -$139K 0.29% 72
2025
Q3 		$509K Buy
1,492
+515
+53% +$178K 0.48% 56
2025
Q2 		$347K Buy
977
+143
+17% +$49.8K 0.41% 69
2025
Q1 		$291K Buy
834
+30
+4% +$10.2K 0.35% 82
2024
Q4 		$254K Buy
+804
New +$242K 0.36% 76

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 $3.37T AUM 44.26% 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

BXM Wealth's V Position: Q2 2026 in Review

BXM Wealth increased its Visa (V) stake by 72% in Q2 2026, buying an estimated $277K and bringing the position to 2,067 shares worth $709K. The position accounts for 0.39% of the portfolio, ranked #64.

BXM Wealth first reported a position in V in Q4 2024 and has held it in 7 quarters since. 4,562 funds tracked by Wall St. Rank hold V as of Q2 2026.

  • BXM Wealth held 2,067 shares of Visa worth $709K as of Q2 2026.
  • BXM Wealth bought 862 Visa shares in Q2 2026, an estimated $277K.
  • Visa made up 0.39% of BXM Wealth's portfolio in Q2 2026, its #64 holding.
  • BXM Wealth first reported a position in Visa in Q4 2024 and has held it in 7 quarters since.
  • 4,562 funds tracked by Wall St. Rank held Visa as of Q2 2026.

Based on BXM Wealth's 13F filing for Q2 2026, filed 27 Jul 2026.