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Compton Wealth Advisory Group’s Visa V Stock Holding History

Compton Wealth Advisory Group’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 		$3.45M Buy
11,565
+402
+4% +$129K 0.77% 29
2025
Q4 		$3.91M Buy
11,163
+50
+0.4% +$17K 0.86% 25
2025
Q3 		$3.79M Buy
11,113
+109
+1% +$37.7K 0.88% 25
2025
Q2 		$3.91M Buy
11,004
+2
+0% +$697 0.99% 22
2025
Q1 		$3.86M Sell
11,002
-603
-5% -$204K 1.07% 24
2024
Q4 		$3.67M Buy
11,605
+57
+0.5% +$17.1K 0.95% 22
2024
Q3 		$3.18M Sell
11,548
-345
-3% -$93.3K 0.8% 30
2024
Q2 		$3.12M Buy
11,893
+745
+7% +$204K 0.83% 26
2024
Q1 		$3.11M Buy
11,148
+141
+1% +$38.9K 0.85% 25
2023
Q4 		$2.87M Buy
11,007
+300
+3% +$73.9K 0.9% 23
2023
Q3 		$2.46M Sell
10,707
-60
-0.6% -$14.4K 0.85% 21
2023
Q2 		$2.56M Sell
10,767
-93
-0.9% -$21.3K 0.85% 24
2023
Q1 		$2.45M Sell
10,860
-846
-7% -$188K 0.85% 24
2022
Q4 		$2.43M Sell
11,706
-59
-0.5% -$11.9K 0.95% 26
2022
Q3 		$2.09M Buy
11,765
+447
+4% +$91K 0.89% 25
2022
Q2 		$2.23M Buy
11,318
+69
+0.6% +$14.3K 0.96% 24
2022
Q1 		$2.5M Buy
11,249
+73
+0.7% +$15.8K 0.96% 26
2021
Q4 		$2.42M Buy
11,176
+583
+6% +$125K 1.04% 26
2021
Q3 		$2.36M Sell
10,593
-152
-1% -$35.6K 1.11% 23
2021
Q2 		$2.51M Buy
10,745
+23
+0.2% +$5.26K 1.17% 23
2021
Q1 		$2.27M Buy
10,722
+353
+3% +$74.3K 1.3% 23
2020
Q4 		$2.27M Sell
10,369
-336
-3% -$68.8K 1.41% 22
2020
Q3 		$2.14M Buy
10,705
+48
+0.5% +$9.59K 1.6% 20
2020
Q2 		$2.06M Sell
10,657
-304
-3% -$55.5K 2.19% 14
2020
Q1 		$1.77M Sell
10,961
-462
-4% -$87K 2.29% 15
2019
Q4 		$2.15M Buy
11,423
+1
+0% +$180 1.9% 17
2019
Q3 		$1.97M Sell
11,422
-10
-0.1% -$1.78K 1.08% 15
2019
Q2 		$1.98M Buy
11,432
+247
+2% +$40.4K 1.02% 16
2019
Q1 		$1.75M Buy
11,185
+75
+0.7% +$10.8K 0.92% 17
2018
Q4 		$1.47M Buy
+11,110
New +$1.53M 0.75% 18

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

Compton Wealth Advisory Group's V Position: Q1 2026 in Review

Compton Wealth Advisory Group increased its Visa (V) stake by 3.6% in Q1 2026, buying an estimated $129K and bringing the position to 11,565 shares worth $3.45M. The position accounts for 0.77% of the portfolio, ranked #29.

Compton Wealth Advisory Group first reported a position in V in Q4 2018 and has held it in 30 quarters since. The position peaked at $3.91M in Q4 2025. 4,445 funds tracked by Wall St. Rank hold V as of Q1 2026.

  • Compton Wealth Advisory Group held 11,565 shares of Visa worth $3.45M as of Q1 2026.
  • Compton Wealth Advisory Group bought 402 Visa shares in Q1 2026, an estimated $129K.
  • Visa made up 0.77% of Compton Wealth Advisory Group's portfolio in Q1 2026, its #29 holding.
  • Compton Wealth Advisory Group first reported a position in Visa in Q4 2018 and has held it in 30 quarters since.
  • Compton Wealth Advisory Group's Visa position peaked at $3.91M in Q4 2025.
  • 4,445 funds tracked by Wall St. Rank held Visa as of Q1 2026.

Based on Compton Wealth Advisory Group's 13F filing for Q1 2026, filed 14 Apr 2026.