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Chapman Investment Management’s Visa V Stock Holding History

Chapman Investment 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
Q2 		– Sell
-28,752
Closed -$9.23M – 51
2026
Q1 		$8.69M Sell
28,752
-127
-0.4% -$40.8K 7.17% 6
2025
Q4 		$10.1M Sell
28,879
-38
-0.1% -$12.9K 7.41% 6
2025
Q3 		$9.87M Buy
28,917
+282
+1% +$97.6K 7.02% 5
2025
Q2 		$10.2M Sell
28,635
-43
-0.1% -$15K 7.1% 6
2025
Q1 		$10.1M Buy
28,678
+556
+2% +$188K 7.5% 4
2024
Q4 		$8.89M Sell
28,122
-50
-0.2% -$15K 6.61% 6
2024
Q3 		$7.75M Buy
28,172
+31
+0.1% +$8.38K 5.66% 8
2024
Q2 		$7.39M Sell
28,141
-883
-3% -$242K 5.62% 7
2024
Q1 		$8.1M Sell
29,024
-305
-1% -$84.2K 5.97% 5
2023
Q4 		$7.64M Sell
29,329
-224
-0.8% -$55.2K 5.82% 6
2023
Q3 		$6.8M Sell
29,553
-91
-0.3% -$21.9K 5.75% 6
2023
Q2 		$7.04M Sell
29,644
-1,430
-5% -$327K 5.58% 5
2023
Q1 		$7.01M Sell
31,074
-1,071
-3% -$238K 5.76% 6
2022
Q4 		$6.68M Sell
32,145
-5,092
-14% -$1.03M 6.09% 5
2022
Q3 		$6.62M Sell
37,237
-6,320
-15% -$1.29M 4.84% 7
2022
Q2 		$8.58M Sell
43,557
-1,150
-3% -$238K 5.93% 6
2022
Q1 		$9.91M Sell
44,707
-262
-0.6% -$56.7K 5.28% 6
2021
Q4 		$9.74M Buy
44,969
+2,714
+6% +$583K 4.46% 7
2021
Q3 		$9.41M Buy
42,255
+2,873
+7% +$674K 4.88% 6
2021
Q2 		$9.21M Buy
39,382
+485
+1% +$111K 5.11% 5
2021
Q1 		$8.24M Sell
38,897
-120
-0.3% -$25.3K 5.19% 4
2020
Q4 		$8.53M Buy
39,017
+1,156
+3% +$237K 5.55% 4
2020
Q3 		$7.57M Buy
37,861
+561
+2% +$112K 5.59% 4
2020
Q2 		$7.21M Buy
37,300
+154
+0.4% +$28.1K 5.9% 4
2020
Q1 		$5.99M Sell
37,146
-1,946
-5% -$367K 6.41% 3
2019
Q4 		$7.34M Buy
+39,092
New +$7.04M 6.71% 2

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

Chapman Investment Management's V Position: Q2 2026 in Review

Chapman Investment Management sold out of Visa (V) in Q2 2026, closing a stake of 28,752 shares — an estimated $9.23M sold.

Chapman Investment Management first reported a position in V in Q4 2019 and held it in 26 quarters. The position peaked at $10.2M in Q2 2025. 4,562 funds tracked by Wall St. Rank hold V as of Q2 2026.

  • Chapman Investment Management reported no remaining Visa position as of Q2 2026 after selling out during the quarter.
  • Chapman Investment Management sold 28,752 Visa shares in Q2 2026, an estimated $9.23M.
  • Chapman Investment Management first reported a position in Visa in Q4 2019 and held it in 26 quarters.
  • Chapman Investment Management's Visa position peaked at $10.2M in Q2 2025.
  • 4,562 funds tracked by Wall St. Rank held Visa as of Q2 2026.

Based on Chapman Investment Management's 13F filing for Q2 2026, filed 22 Jul 2026.