Capital Wealth Planning’s Visa V Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $708M | Buy |
2,343,562
+172,519
| +8% | +$55.5M | 3.91% | 11 |
|
|
2025
Q4 | $758M | Buy |
2,171,043
+145,461
| +7% | +$49.6M | 4.91% | 8 |
|
|
2025
Q3 | $691M | Buy |
2,025,582
+151,367
| +8% | +$52.4M | 4.87% | 7 |
|
|
2025
Q2 | $665M | Buy |
1,874,215
+37,047
| +2% | +$12.9M | 5.25% | 6 |
|
|
2025
Q1 | $644M | Sell |
1,837,168
-151,130
| -8% | -$51.1M | 5.58% | 1 |
|
|
2024
Q4 | $628M | Buy |
1,988,298
+7,645
| +0.4% | +$2.3M | 5.81% | 1 |
|
|
2024
Q3 | $545M | Buy |
1,980,653
+171,517
| +9% | +$46.4M | 5.08% | 6 |
|
|
2024
Q2 | $475M | Buy |
1,809,136
+29,771
| +2% | +$8.16M | 4.98% | 8 |
|
|
2024
Q1 | $497M | Sell |
1,779,365
-75,179
| -4% | -$20.8M | 5.31% | 4 |
|
|
2023
Q4 | $483M | Sell |
1,854,544
-113,617
| -6% | -$28M | 5.53% | 2 |
|
|
2023
Q3 | $453M | Buy |
1,968,161
+45,842
| +2% | +$11M | 5.57% | 4 |
|
|
2023
Q2 | $457M | Buy |
1,922,319
+49,213
| +3% | +$11.3M | 5.63% | 1 |
|
|
2023
Q1 | $369M | Buy |
1,873,106
+125,878
| +7% | +$28M | 4.99% | 6 |
|
|
2022
Q4 | $363M | Buy |
1,747,228
+196,309
| +13% | +$39.6M | 5.31% | 9 |
|
|
2022
Q3 | $276M | Buy |
1,550,919
+157,859
| +11% | +$32.1M | 5.03% | 9 |
|
|
2022
Q2 | $274M | Buy |
1,393,060
+239,632
| +21% | +$49.5M | 5.37% | 5 |
|
|
2022
Q1 | $256M | Buy |
1,153,428
+233,024
| +25% | +$50.4M | 5.17% | 8 |
|
|
2021
Q4 | $199M | Buy |
920,404
+64,852
| +8% | +$13.9M | 4.42% | 12 |
|
|
2021
Q3 | $191M | Buy |
855,552
+63,203
| +8% | +$14.8M | 5.24% | 7 |
|
|
2021
Q2 | $186M | Buy |
792,349
+96,970
| +14% | +$22.2M | 5.22% | 6 |
|
|
2021
Q1 | $147M | Buy |
695,379
+85,949
| +14% | +$18.1M | 4.81% | 9 |
|
|
2020
Q4 | $124M | Buy |
609,430
+94,173
| +18% | +$19.3M | 4.77% | 12 |
|
|
2020
Q3 | $103M | Buy |
515,257
+34,151
| +7% | +$6.82M | 5.1% | 8 |
|
|
2020
Q2 | $92.9M | Buy |
481,106
+35,593
| +8% | +$6.5M | 5.3% | 4 |
|
|
2020
Q1 | $71.8M | Buy |
445,513
+14,241
| +3% | +$2.68M | 4.52% | 4 |
|
|
2019
Q4 | $81M | Buy |
431,272
+176,935
| +70% | +$31.9M | 4.79% | 2 |
|
|
2019
Q3 | $44.8M | Buy |
254,337
+130,637
| +106% | +$23.3M | 2.84% | 13 |
|
|
2019
Q2 | $21.5M | Buy |
123,700
+118,270
| +2,178% | +$19.4M | 1.56% | 25 |
|
|
2019
Q1 | $848K | Sell |
5,430
-18,685
| -77% | -$2.69M | 0.56% | 36 |
|
|
2018
Q4 | $3.18M | Sell |
24,115
-1,880
| -7% | -$260K | 2.11% | 13 |
|
|
2018
Q3 | $3.9M | Sell |
25,995
-3,780
| -13% | -$538K | 2.66% | 8 |
|
|
2018
Q2 | $3.94M | Buy |
29,775
+9,840
| +49% | +$1.27M | 2.75% | 8 |
|
|
2018
Q1 | $2.38M | Buy |
+19,935
| New | +$2.42M | 1.66% | 14 |
|
|
2017
Q4 | – | Sell |
-4,950
| Closed | -$521K | – | 156 |
|
|
2017
Q3 | $521K | Sell |
4,950
-270,378
| -98% | -$27.4M | 0.41% | 40 |
|
|
2017
Q2 | $25.8M | Buy |
+275,328
| New | +$25.6M | 4.13% | 10 |
|
|
2016
Q4 | – | Sell |
-56,380
| Closed | -$4.44M | – | 125 |
|
|
2016
Q3 | $4.44M | Buy |
56,380
+29,655
| +111% | +$2.37M | 3.43% | 5 |
|
|
2016
Q2 | $1.99M | Sell |
26,725
-140
| -0.5% | -$11K | 1.5% | 15 |
|
|
2016
Q1 | $2.05M | Sell |
26,865
-8,220
| -23% | -$597K | 1.48% | 14 |
|
|
2015
Q4 | $2.72M | Buy |
35,085
+9,070
| +35% | +$703K | 2.5% | 7 |
|
|
2015
Q3 | $1.82M | Buy |
26,015
+5,195
| +25% | +$371K | 1.45% | 18 |
|
|
2015
Q2 | $1.4M | Buy |
+20,820
| New | +$1.41M | 0.83% | 30 |
|
|
2013
Q4 | – | Sell |
-5,528
| Closed | -$264K | – | 139 |
|
|
2013
Q3 | $264K | Buy |
+5,528
| New | +$255K | 0.12% | 112 |
|
Other funds holding V
VCM
VPM
Capital Wealth Planning's V Position: Q1 2026 in Review
Capital Wealth Planning increased its Visa (V) stake by 7.9% in Q1 2026, buying an estimated $55.5M and bringing the position to 2,343,562 shares worth $708M. The position accounts for 3.91% of the portfolio, ranked #11.
Capital Wealth Planning first reported a position in V in Q3 2013 and has held it in 42 quarters since. The position peaked at $758M in Q4 2025. 4,447 funds tracked by Wall St. Rank hold V as of Q1 2026.
- Capital Wealth Planning held 2,343,562 shares of Visa worth $708M as of Q1 2026.
- Capital Wealth Planning bought 172,519 Visa shares in Q1 2026, an estimated $55.5M.
- Visa made up 3.91% of Capital Wealth Planning's portfolio in Q1 2026, its #11 holding.
- Capital Wealth Planning first reported a position in Visa in Q3 2013 and has held it in 42 quarters since.
- Capital Wealth Planning's Visa position peaked at $758M in Q4 2025.
- 4,447 funds tracked by Wall St. Rank held Visa as of Q1 2026.
Based on Capital Wealth Planning's 13F filing for Q1 2026, filed 15 May 2026.