FMI
V icon

F/M Investments’s Visa V Stock Holding History

F/M Investments’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 		$19.5M Buy
56,867
+532
+0.9% +$171K 0.99% 20
2026
Q1 		$17M Sell
56,335
-56,242
-50% -$18.1M 1.13% 19
2025
Q4 		$39.5M Sell
112,577
-3,647
-3% -$1.24M 1.5% 11
2025
Q3 		$39.7M Sell
116,224
-1,573
-1% -$544K 1.53% 9
2025
Q2 		$41.8M Buy
117,797
+194
+0.2% +$67.6K 1.52% 13
2025
Q1 		$41.2M Buy
117,603
+675
+0.6% +$228K 1.64% 12
2024
Q4 		$37M Sell
116,928
-25,507
-18% -$7.67M 1.36% 13
2024
Q3 		$39.1M Sell
142,435
-1,113
-0.8% -$301K 1.23% 15
2024
Q2 		$37.7M Buy
143,548
+142,546
+14,226% +$39.1M 1.36% 10
2024
Q1 		$259K Buy
1,002
+9
+0.9% +$2.48K 0.18% 59
2023
Q4 		$244K Sell
993
-110
-10% -$27.1K 0.14% 70
2023
Q3 		$247K Buy
1,103
+54
+5% +$13K 0.18% 62
2023
Q2 		$241K Buy
1,049
+83
+9% +$19K 0.18% 63
2023
Q1 		$213K Buy
+966
New +$215K 0.21% 57
2022
Q3 		– Sell
-1,226
Closed -$287K – 85
2022
Q2 		$287K Sell
1,226
-10
-0.8% -$2.07K 0.23% 50
2022
Q1 		$274K Buy
1,236
+8
+0.7% +$1.73K 0.22% 45
2021
Q4 		$266K Sell
1,228
-1
-0.1% -$215 0.19% 55
2021
Q3 		$274K Buy
1,229
+3
+0.2% +$703 0.2% 63
2021
Q2 		$287K Sell
1,226
-114
-9% -$26.1K 0.23% 50
2021
Q1 		$284K Buy
+1,340
New +$282K 0.22% 60

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

F/M Investments's V Position: Q2 2026 in Review

F/M Investments increased its Visa (V) stake by 0.94% in Q2 2026, buying an estimated $171K and bringing the position to 56,867 shares worth $19.5M. The position accounts for 0.99% of the portfolio, ranked #20.

F/M Investments first reported a position in V in Q1 2021 and has held it in 20 quarters since. The position peaked at $41.8M in Q2 2025. 4,583 funds tracked by Wall St. Rank hold V as of Q2 2026.

  • F/M Investments held 56,867 shares of Visa worth $19.5M as of Q2 2026.
  • F/M Investments bought 532 Visa shares in Q2 2026, an estimated $171K.
  • Visa made up 0.99% of F/M Investments's portfolio in Q2 2026, its #20 holding.
  • F/M Investments first reported a position in Visa in Q1 2021 and has held it in 20 quarters since.
  • F/M Investments's Visa position peaked at $41.8M in Q2 2025.
  • 4,583 funds tracked by Wall St. Rank held Visa as of Q2 2026.

Based on F/M Investments's 13F filing for Q2 2026, filed 5 Aug 2026.