GJWM
V icon

Gilliland Jeter Wealth Management’s Visa V Stock Holding History

Gilliland Jeter 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
Q2 		$3.8M Sell
11,075
-3
-0% -$963 1% 22
2026
Q1 		$3.35M Buy
11,078
+52
+0.5% +$16.7K 0.99% 23
2025
Q4 		$3.87M Sell
11,026
-22
-0.2% -$7.5K 1.17% 19
2025
Q3 		$3.77M Buy
11,048
+1
+0% +$346 1.16% 20
2025
Q2 		$3.92M Buy
11,047
+16
+0.1% +$5.58K 1.28% 16
2025
Q1 		$3.87M Sell
11,031
-284
-3% -$96.1K 1.37% 16
2024
Q4 		$3.58M Buy
11,315
+8
+0.1% +$2.41K 1.21% 23
2024
Q3 		$3.11M Sell
11,307
-1
-0% -$270 1% 24
2024
Q2 		$2.97M Buy
11,308
+104
+0.9% +$28.5K 1% 26
2024
Q1 		$3.13M Sell
11,204
-89
-0.8% -$24.6K 1.09% 21
2023
Q4 		$2.94M Buy
+11,293
New +$2.78M 1.22% 19

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

Gilliland Jeter Wealth Management's V Position: Q2 2026 in Review

Gilliland Jeter Wealth Management reduced its Visa (V) stake by 0.03% in Q2 2026, selling an estimated $963 and leaving 11,075 shares worth $3.8M. The position accounts for 1% of the portfolio, ranked #22.

Gilliland Jeter Wealth Management first reported a position in V in Q4 2023 and has held it in 11 quarters since. The position peaked at $3.92M in Q2 2025. 4,569 funds tracked by Wall St. Rank hold V as of Q2 2026.

  • Gilliland Jeter Wealth Management held 11,075 shares of Visa worth $3.8M as of Q2 2026.
  • Gilliland Jeter Wealth Management sold 3 Visa shares in Q2 2026, an estimated $963.
  • Visa made up 1% of Gilliland Jeter Wealth Management's portfolio in Q2 2026, its #22 holding.
  • Gilliland Jeter Wealth Management first reported a position in Visa in Q4 2023 and has held it in 11 quarters since.
  • Gilliland Jeter Wealth Management's Visa position peaked at $3.92M in Q2 2025.
  • 4,569 funds tracked by Wall St. Rank held Visa as of Q2 2026.

Based on Gilliland Jeter Wealth Management's 13F filing for Q2 2026, filed 29 Jul 2026.