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
2021
Q2 		– Sell
-200
Closed -$9K – 212
2021
Q1 		$9K Buy
+200
New +$42.1K ﹤0.01% 199

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. 4,450 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.
  • 4,450 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.