GWM
V icon

Graybill Wealth Management’s Visa V Stock Holding History

Graybill 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 		$5.62M Buy
18,587
+1,350
+8% +$434K 1.71% 28
2025
Q4 		$6.05M Buy
17,237
+574
+3% +$196K 1.78% 22
2025
Q3 		$5.69M Sell
16,663
-358
-2% -$124K 1.75% 23
2025
Q2 		$6.04M Buy
17,021
+395
+2% +$138K 1.97% 23
2025
Q1 		$5.83M Buy
+16,626
New +$5.63M 2% 20
2024
Q3 		$4.64M Sell
16,885
-137
-0.8% -$37K 1.72% 29
2024
Q2 		$4.47M Buy
17,022
+403
+2% +$110K 1.81% 28
2024
Q1 		$4.64M Buy
16,619
+92
+0.6% +$25.4K 1.95% 27
2023
Q4 		$4.3M Sell
16,527
-39
-0.2% -$9.61K 1.9% 25
2023
Q3 		$3.81M Sell
16,566
-20
-0.1% -$4.81K 1.86% 26
2023
Q2 		$3.94M Buy
16,586
+73
+0.4% +$16.7K 1.87% 26
2023
Q1 		$3.72M Buy
16,513
+35
+0.2% +$7.79K 1.9% 26
2022
Q4 		$3.42M Buy
16,478
+124
+0.8% +$25K 1.85% 27
2022
Q3 		$2.9M Sell
16,354
-6
-0% -$1.22K 1.73% 31
2022
Q2 		$3.22M Sell
16,360
-16
-0.1% -$3.31K 1.78% 30
2022
Q1 		$3.63M Buy
16,376
+3,366
+26% +$728K 1.77% 33
2021
Q4 		$2.82M Buy
13,010
+35
+0.3% +$7.51K 1.28% 41
2021
Q3 		$2.89M Buy
12,975
+339
+3% +$79.5K 1.42% 40
2021
Q2 		$2.96M Sell
12,636
-75
-0.6% -$17.1K 1.46% 37
2021
Q1 		$2.69M Buy
12,711
+35
+0.3% +$7.37K 1.43% 39
2020
Q4 		$2.77M Buy
12,676
+32
+0.3% +$6.55K 1.56% 37
2020
Q3 		$2.53M Sell
12,644
-32
-0.3% -$6.39K 1.65% 31
2020
Q2 		$2.45M Buy
+12,676
New +$2.32M 1.8% 30

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

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

Graybill Wealth Management increased its Visa (V) stake by 7.8% in Q1 2026, buying an estimated $434K and bringing the position to 18,587 shares worth $5.62M. The position accounts for 1.71% of the portfolio, ranked #28.

Graybill Wealth Management first reported a position in V in Q2 2020 and has held it in 23 quarters since. The position peaked at $6.05M in Q4 2025. 4,445 funds tracked by Wall St. Rank hold V as of Q1 2026.

  • Graybill Wealth Management held 18,587 shares of Visa worth $5.62M as of Q1 2026.
  • Graybill Wealth Management bought 1,350 Visa shares in Q1 2026, an estimated $434K.
  • Visa made up 1.71% of Graybill Wealth Management's portfolio in Q1 2026, its #28 holding.
  • Graybill Wealth Management first reported a position in Visa in Q2 2020 and has held it in 23 quarters since.
  • Graybill Wealth Management's Visa position peaked at $6.05M in Q4 2025.
  • 4,445 funds tracked by Wall St. Rank held Visa as of Q1 2026.

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