HWM
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Hohimer Wealth Management’s Visa V Stock Holding History

Hohimer 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 		$4.99M Sell
16,501
-57
-0.3% -$18.3K 0.59% 39
2025
Q4 		$5.81M Buy
16,558
+52
+0.3% +$17.7K 0.78% 28
2025
Q3 		$5.63M Buy
16,506
+348
+2% +$120K 0.79% 28
2025
Q2 		$5.74M Sell
16,158
-11
-0.1% -$3.83K 1.02% 21
2025
Q1 		$5.67M Buy
16,169
+10,142
+168% +$3.43M 1.1% 20
2024
Q4 		$1.9M Buy
6,027
+940
+18% +$283K 0.36% 85
2024
Q3 		$1.4M Buy
5,087
+156
+3% +$42.2K 0.3% 89
2024
Q2 		$1.29M Sell
4,931
-14,685
-75% -$4.03M 0.3% 87
2024
Q1 		$5.47M Buy
19,616
+280
+1% +$77.3K 1.28% 11
2023
Q4 		$5.03M Buy
19,336
+227
+1% +$56K 1.28% 15
2023
Q3 		$4.4M Sell
19,109
-283
-1% -$68K 1.26% 14
2023
Q2 		$4.61M Sell
19,392
-784
-4% -$179K 1.27% 13
2023
Q1 		$4.55M Buy
20,176
+439
+2% +$97.7K 1.32% 12
2022
Q4 		$4.1M Buy
19,737
+8
+0% +$1.61K 1.31% 19
2022
Q3 		$3.5M Buy
19,729
+2,086
+12% +$424K 1.13% 23
2022
Q2 		$3.47M Sell
17,643
-1,347
-7% -$278K 1.03% 28
2022
Q1 		$4.21M Buy
18,990
+916
+5% +$198K 0.83% 34
2021
Q4 		$3.92M Sell
18,074
-1,606
-8% -$345K 0.82% 40
2021
Q3 		$4.38M Sell
19,680
-815
-4% -$191K 0.92% 31
2021
Q2 		$4.72M Buy
20,495
+2,657
+15% +$607K 0.97% 28
2021
Q1 		$3.78M Buy
17,838
+1,899
+12% +$400K 0.92% 31
2020
Q4 		$3.49M Buy
15,939
+98
+0.6% +$20.1K 0.92% 28
2020
Q3 		$3.12M Buy
15,841
+1,209
+8% +$241K 0.89% 30
2020
Q2 		$2.83M Buy
14,632
+3,139
+27% +$573K 0.98% 25
2020
Q1 		$1.97M Buy
11,493
+339
+3% +$63.9K 0.83% 39
2019
Q4 		$2.1M Buy
+11,154
New +$2.01M 0.73% 36

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

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

Hohimer Wealth Management reduced its Visa (V) stake by 0.34% in Q1 2026, selling an estimated $18.3K and leaving 16,501 shares worth $4.99M. The position accounts for 0.59% of the portfolio, ranked #39.

Hohimer Wealth Management first reported a position in V in Q4 2019 and has held it in 26 quarters since. The position peaked at $5.81M in Q4 2025. 4,451 funds tracked by Wall St. Rank hold V as of Q1 2026.

  • Hohimer Wealth Management held 16,501 shares of Visa worth $4.99M as of Q1 2026.
  • Hohimer Wealth Management sold 57 Visa shares in Q1 2026, an estimated $18.3K.
  • Visa made up 0.59% of Hohimer Wealth Management's portfolio in Q1 2026, its #39 holding.
  • Hohimer Wealth Management first reported a position in Visa in Q4 2019 and has held it in 26 quarters since.
  • Hohimer Wealth Management's Visa position peaked at $5.81M in Q4 2025.
  • 4,451 funds tracked by Wall St. Rank held Visa as of Q1 2026.

Based on Hohimer Wealth Management's 13F filing for Q1 2026, filed 1 May 2026.