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Capital Wealth Planning’s Visa V Stock Holding History

Capital Wealth Planning’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
2023
Q1 		– Sell
-600
Closed -$6 – 160
2022
Q4 		$6 Buy
+600
New +$121K ﹤0.01% 106
2021
Q3 		– Sell
-900
Closed -$58K – 150
2021
Q2 		$58K Buy
+900
New +$206K ﹤0.01% 127

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

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.