Chesapeake Wealth Management’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 | $422K | Sell |
1,397
-23
| -2% | -$7.4K | 0.13% | 115 |
|
|
2025
Q4 | $498K | Buy |
1,420
+26
| +2% | +$8.86K | 0.15% | 109 |
|
|
2025
Q3 | $476K | Sell |
1,394
-59
| -4% | -$20.4K | 0.15% | 112 |
|
|
2025
Q2 | $516K | Sell |
1,453
-79
| -5% | -$27.5K | 0.17% | 108 |
|
|
2025
Q1 | $537K | Sell |
1,532
-15
| -1% | -$5.08K | 0.19% | 104 |
|
|
2024
Q4 | $489K | Sell |
1,547
-45
| -3% | -$13.5K | 0.17% | 110 |
|
|
2024
Q3 | $438K | Sell |
1,592
-178
| -10% | -$48.1K | 0.15% | 112 |
|
|
2024
Q2 | $465K | Sell |
1,770
-60
| -3% | -$16.4K | 0.17% | 104 |
|
|
2024
Q1 | $511K | Buy |
1,830
+15
| +0.8% | +$4.14K | 0.19% | 100 |
|
|
2023
Q4 | $473K | Sell |
1,815
-271
| -13% | -$66.8K | 0.18% | 102 |
|
|
2023
Q3 | $480K | Sell |
2,086
-5
| -0.2% | -$1.2K | 0.2% | 98 |
|
|
2023
Q2 | $497K | Sell |
2,091
-79
| -4% | -$18.1K | 0.2% | 98 |
|
|
2023
Q1 | $489K | Sell |
2,170
-305
| -12% | -$67.9K | 0.2% | 102 |
|
|
2022
Q4 | $514K | Sell |
2,475
-12
| -0.5% | -$2.42K | 0.23% | 100 |
|
|
2022
Q3 | $442K | Sell |
2,487
-59
| -2% | -$12K | 0.2% | 105 |
|
|
2022
Q2 | $501K | Sell |
2,546
-40
| -2% | -$8.27K | 0.21% | 108 |
|
|
2022
Q1 | $574K | Sell |
2,586
-102
| -4% | -$22.1K | 0.21% | 110 |
|
|
2021
Q4 | $583K | Buy |
2,688
+85
| +3% | +$18.2K | 0.2% | 109 |
|
|
2021
Q3 | $580K | Sell |
2,603
-778
| -23% | -$182K | 0.21% | 107 |
|
|
2021
Q2 | $791K | Sell |
3,381
-590
| -15% | -$135K | 0.26% | 96 |
|
|
2021
Q1 | $841K | Sell |
3,971
-2,422
| -38% | -$510K | 0.28% | 90 |
|
|
2020
Q4 | $1.4M | Sell |
6,393
-3,892
| -38% | -$796K | 0.48% | 58 |
|
|
2020
Q3 | $2.06M | Sell |
10,285
-2,651
| -20% | -$530K | 0.77% | 26 |
|
|
2020
Q2 | $2.5M | Sell |
12,936
-442
| -3% | -$80.8K | 0.99% | 20 |
|
|
2020
Q1 | $2.16M | Buy |
13,378
+198
| +2% | +$37.3K | 1% | 20 |
|
|
2019
Q4 | $2.48M | Buy |
13,180
+189
| +1% | +$34.1K | 0.95% | 21 |
|
|
2019
Q3 | $2.23M | Buy |
12,991
+326
| +3% | +$58.1K | 0.91% | 23 |
|
|
2019
Q2 | $2.2M | Buy |
12,665
+1,156
| +10% | +$189K | 0.92% | 21 |
|
|
2019
Q1 | $1.8M | Buy |
11,509
+148
| +1% | +$21.3K | 0.79% | 26 |
|
|
2018
Q4 | $1.5M | Buy |
11,361
+463
| +4% | +$63.9K | 0.74% | 32 |
|
|
2018
Q3 | $1.64M | Buy |
10,898
+714
| +7% | +$102K | 0.73% | 36 |
|
|
2018
Q2 | $1.35M | Buy |
10,184
+1,230
| +14% | +$158K | 0.62% | 47 |
|
|
2018
Q1 | $1.07M | Buy |
+8,954
| New | +$1.09M | 0.49% | 57 |
|
Other funds holding V
VCM
VPM
Chesapeake Wealth Management's V Position: Q1 2026 in Review
Chesapeake Wealth Management reduced its Visa (V) stake by 1.6% in Q1 2026, selling an estimated $7.4K and leaving 1,397 shares worth $422K. The position accounts for 0.13% of the portfolio, ranked #115.
Chesapeake Wealth Management first reported a position in V in Q1 2018 and has held it in 33 quarters since. The position peaked at $2.5M in Q2 2020. 4,451 funds tracked by Wall St. Rank hold V as of Q1 2026.
- Chesapeake Wealth Management held 1,397 shares of Visa worth $422K as of Q1 2026.
- Chesapeake Wealth Management sold 23 Visa shares in Q1 2026, an estimated $7.4K.
- Visa made up 0.13% of Chesapeake Wealth Management's portfolio in Q1 2026, its #115 holding.
- Chesapeake Wealth Management first reported a position in Visa in Q1 2018 and has held it in 33 quarters since.
- Chesapeake Wealth Management's Visa position peaked at $2.5M in Q2 2020.
- 4,451 funds tracked by Wall St. Rank held Visa as of Q1 2026.
Based on Chesapeake Wealth Management's 13F filing for Q1 2026, filed 18 May 2026.