Campion Asset Management’s Visa V Stock Holding History

Campion Asset 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	$898K	Sell	2,970 -56	-2%	-$18K	0.61%	29
2025 Q4	$1.06M	Hold	3,026	–	–	0.74%	26
2025 Q3	$1.03M	Buy	3,026 +29	+1%	+$10K	0.73%	25
2025 Q2	$1.06M	Sell	2,997 -60	-2%	-$20.9K	0.8%	22
2025 Q1	$1.07M	Hold	3,057	–	–	0.83%	23
2024 Q4	$966K	Hold	3,057	–	–	0.73%	24
2024 Q3	$841K	Buy	3,057 +150	+5%	+$40.6K	0.62%	30
2024 Q2	$763K	Hold	2,907	–	–	0.6%	30
2024 Q1	$811K	Buy	2,907 +177	+6%	+$48.9K	0.63%	29
2023 Q4	$711K	Buy	2,730 +40	+1%	+$9.86K	0.6%	30
2023 Q3	$619K	Hold	2,690	–	–	0.57%	35
2023 Q2	$639K	Hold	2,690	–	–	0.57%	37
2023 Q1	$606K	Buy	2,690 +150	+6%	+$33.4K	0.57%	38
2022 Q4	$528K	Buy	2,540 +202	+9%	+$40.7K	0.52%	49
2022 Q3	$415K	Hold	2,338	–	–	0.44%	50
2022 Q2	$460K	Hold	2,338	–	–	0.45%	48
2022 Q1	$518K	Buy	2,338 +115	+5%	+$24.9K	0.44%	48
2021 Q4	$482K	Buy	2,223 +33	+2%	+$7.08K	0.4%	50
2021 Q3	$488K	Hold	2,190	–	–	0.44%	46
2021 Q2	$512K	Hold	2,190	–	–	0.43%	46
2021 Q1	$464K	Buy	+2,190	New	+$461K	0.35%	55

Other funds holding V

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

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 London, United Kingdom $45.2B AUM 12.74% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Campion Asset Management's V Position: Q1 2026 in Review

Campion Asset Management reduced its Visa (V) stake by 1.9% in Q1 2026, selling an estimated $18K and leaving 2,970 shares worth $898K. The position accounts for 0.61% of the portfolio, ranked #29.

Campion Asset Management first reported a position in V in Q1 2021 and has held it in 21 quarters since. The position peaked at $1.07M in Q1 2025. 4,445 funds tracked by Wall St. Rank hold V as of Q1 2026.

Campion Asset Management held 2,970 shares of Visa worth $898K as of Q1 2026.
Campion Asset Management sold 56 Visa shares in Q1 2026, an estimated $18K.
Visa made up 0.61% of Campion Asset Management's portfolio in Q1 2026, its #29 holding.
Campion Asset Management first reported a position in Visa in Q1 2021 and has held it in 21 quarters since.
Campion Asset Management's Visa position peaked at $1.07M in Q1 2025.
4,445 funds tracked by Wall St. Rank held Visa as of Q1 2026.

Based on Campion Asset Management's 13F filing for Q1 2026, filed 14 May 2026.