GWM
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Gibbs Wealth Management’s Visa V Stock Holding History

Gibbs Wealth 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
Q1 		$7.14M Buy
23,609
+10,131
+75% +$3.26M 0.94% 22
2025
Q4 		$4.71M Sell
13,478
-1,967
-13% -$670K 1.14% 20
2025
Q3 		$5.27M Sell
15,445
-4,507
-23% -$1.56M 1.19% 17
2025
Q2 		$7.08M Buy
19,952
+2,224
+13% +$775K 1.36% 12
2025
Q1 		$6.21M Buy
17,728
+2,844
+19% +$962K 1.5% 13
2024
Q4 		$4.7M Buy
14,884
+2,409
+19% +$724K 1.28% 16
2024
Q3 		$3.43M Buy
12,475
+1,462
+13% +$395K 1.11% 17
2024
Q2 		$2.89M Buy
11,013
+3,639
+49% +$997K 1.17% 17
2024
Q1 		$2.06M Buy
+7,374
New +$2.04M 1.18% 15

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
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

Gibbs Wealth Management's V Position: Q1 2026 in Review

Gibbs Wealth Management increased its Visa (V) stake by 75% in Q1 2026, buying an estimated $3.26M and bringing the position to 23,609 shares worth $7.14M. The position accounts for 0.94% of the portfolio, ranked #22.

Gibbs Wealth Management first reported a position in V in Q1 2024 and has held it in 9 quarters since. 4,474 funds tracked by Wall St. Rank hold V as of Q1 2026.

  • Gibbs Wealth Management held 23,609 shares of Visa worth $7.14M as of Q1 2026.
  • Gibbs Wealth Management bought 10,131 Visa shares in Q1 2026, an estimated $3.26M.
  • Visa made up 0.94% of Gibbs Wealth Management's portfolio in Q1 2026, its #22 holding.
  • Gibbs Wealth Management first reported a position in Visa in Q1 2024 and has held it in 9 quarters since.
  • 4,474 funds tracked by Wall St. Rank held Visa as of Q1 2026.

Based on Gibbs Wealth Management's 13F filing for Q1 2026, filed 13 May 2026.