Godshalk Welsh Capital Management’s Visa V Stock Holding History

Godshalk Welsh Capital 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	$1.13M	Sell	3,745 -35	-0.9%	-$11.3K	0.66%	57
2025 Q4	$1.33M	Buy	3,780 +40	+1%	+$13.6K	0.76%	40
2025 Q3	$1.28M	Sell	3,740 -10	-0.3%	-$3.46K	0.73%	40
2025 Q2	$1.33M	Sell	3,750 -35	-0.9%	-$12.2K	0.82%	37
2025 Q1	$1.33M	Sell	3,785 -50	-1%	-$16.9K	0.87%	39
2024 Q4	$1.21M	Sell	3,835 -30	-0.8%	-$9.02K	0.78%	40
2024 Q3	$1.06M	Sell	3,865 -294	-7%	-$79.5K	0.67%	49
2024 Q2	$1.09M	Hold	4,159	–	–	0.73%	42
2024 Q1	$1.16M	Buy	4,159 +4	+0.1%	+$1.1K	0.78%	42
2023 Q4	$1.08M	Sell	4,155 -600	-13%	-$148K	0.78%	42
2023 Q3	$1.09M	Hold	4,755	–	–	0.83%	42
2023 Q2	$1.13M	Hold	4,755	–	–	0.78%	44
2023 Q1	$1.07M	Sell	4,755 -25	-0.5%	-$5.57K	0.76%	48
2022 Q4	$993K	Sell	4,780 -50	-1%	-$10.1K	0.72%	52
2022 Q3	$858K	Sell	4,830 -50	-1%	-$10.2K	0.63%	57
2022 Q2	$961K	Hold	4,880	–	–	0.69%	53
2022 Q1	$1.08M	Hold	4,880	–	–	0.66%	53
2021 Q4	$1.06M	Hold	4,880	–	–	0.6%	55
2021 Q3	$1.09M	Sell	4,880 -50	-1%	-$11.7K	0.68%	51
2021 Q2	$1.2M	Sell	4,930 -100	-2%	-$22.9K	0.75%	46
2021 Q1	$1.06M	Sell	5,030 -10	-0.2%	-$2.1K	0.74%	49
2020 Q4	$1.1M	Sell	5,040 -15	-0.3%	-$3.07K	0.81%	45
2020 Q3	$1.01M	Buy	5,055 +35	+0.7%	+$6.99K	0.85%	42
2020 Q2	$970K	Hold	5,020	–	–	0.91%	40
2020 Q1	$809K	Sell	5,020 -50	-1%	-$9.42K	0.88%	46
2019 Q4	$953K	Hold	5,070	–	–	0.79%	51
2019 Q3	$872K	Buy	5,070 +20	+0.4%	+$3.56K	0.77%	51
2019 Q2	$876K	Sell	5,050 -100	-2%	-$16.4K	0.81%	49
2019 Q1	$804K	Sell	5,150 -116	-2%	-$16.7K	0.77%	50
2018 Q4	$695K	Buy	5,266 +266	+5%	+$36.7K	0.78%	52
2018 Q3	$750K	Sell	5,000 -100	-2%	-$14.2K	0.73%	53
2018 Q2	$675K	Hold	5,100	–	–	0.71%	56
2018 Q1	$610K	Sell	5,100 -100	-2%	-$12.1K	0.66%	62
2017 Q4	$593K	Hold	5,200	–	–	0.6%	65
2017 Q3	$547K	Sell	5,200 -800	-13%	-$81.1K	0.55%	70
2017 Q2	$563K	Hold	6,000	–	–	0.56%	66
2017 Q1	$533K	Hold	6,000	–	–	0.52%	72
2016 Q4	$468K	Hold	6,000	–	–	0.48%	76
2016 Q3	$496K	Sell	6,000 -500	-8%	-$40K	0.51%	74
2016 Q2	$482K	Sell	6,500 -100	-2%	-$7.83K	0.51%	81
2016 Q1	$505K	Sell	6,600 -150	-2%	-$10.9K	0.52%	79
2015 Q4	$523K	Sell	6,750 -200	-3%	-$15.5K	0.55%	74
2015 Q3	$484K	Sell	6,950 -50	-0.7%	-$3.57K	0.53%	75
2015 Q2	$470K	Sell	7,000 -600	-8%	-$40.7K	0.48%	80
2015 Q1	$497K	Sell	7,600 -200	-3%	-$13.2K	0.51%	76
2014 Q4	$511K	Buy	+7,800	New	+$470K	0.47%	78

Other funds holding V

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

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 London, United Kingdom $45.2B AUM 12.74% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Godshalk Welsh Capital Management's V Position: Q1 2026 in Review

Godshalk Welsh Capital Management reduced its Visa (V) stake by 0.93% in Q1 2026, selling an estimated $11.3K and leaving 3,745 shares worth $1.13M. The position accounts for 0.66% of the portfolio, ranked #57.

Godshalk Welsh Capital Management first reported a position in V in Q4 2014 and has held it in 46 quarters since. The position peaked at $1.33M in Q2 2025. 4,447 funds tracked by Wall St. Rank hold V as of Q1 2026.

Godshalk Welsh Capital Management held 3,745 shares of Visa worth $1.13M as of Q1 2026.
Godshalk Welsh Capital Management sold 35 Visa shares in Q1 2026, an estimated $11.3K.
Visa made up 0.66% of Godshalk Welsh Capital Management's portfolio in Q1 2026, its #57 holding.
Godshalk Welsh Capital Management first reported a position in Visa in Q4 2014 and has held it in 46 quarters since.
Godshalk Welsh Capital Management's Visa position peaked at $1.33M in Q2 2025.
4,447 funds tracked by Wall St. Rank held Visa as of Q1 2026.

Based on Godshalk Welsh Capital Management's 13F filing for Q1 2026, filed 13 May 2026.