Ironwood Investment Counsel’s Visa V Stock Holding History

Ironwood Investment Counsel’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	$2.39M	Sell	7,923 -17	-0.2%	-$5.47K	0.35%	75
2025 Q4	$2.78M	Sell	7,940 -67	-0.8%	-$22.8K	0.39%	67
2025 Q3	$2.73M	Sell	8,007 -13	-0.2%	-$4.5K	0.4%	64
2025 Q2	$2.85M	Buy	8,020 +1,957	+32%	+$682K	0.44%	60
2025 Q1	$2.13M	Buy	6,063 +200	+3%	+$67.7K	0.37%	71
2024 Q4	$1.85M	Sell	5,863 -81	-1%	-$24.4K	0.32%	73
2024 Q3	$1.63M	Hold	5,944	–	–	0.27%	85
2024 Q2	$1.56M	Buy	5,944 +2	+0%	+$548	0.28%	87
2024 Q1	$1.66M	Sell	5,942 -14	-0.2%	-$3.87K	0.29%	85
2023 Q4	$1.55M	Buy	5,956 +4	+0.1%	+$986	0.29%	86
2023 Q3	$1.37M	Buy	5,952 +422	+8%	+$101K	0.29%	87
2023 Q2	$1.31M	Sell	5,530 -277	-5%	-$63.4K	0.3%	80
2023 Q1	$1.31M	Sell	5,807 -446	-7%	-$99.3K	0.31%	78
2022 Q4	$1.3M	Sell	6,253 -81	-1%	-$16.3K	0.32%	82
2022 Q3	$1.13M	Buy	6,334 +433	+7%	+$88.1K	0.32%	79
2022 Q2	$1.16M	Sell	5,901 -24	-0.4%	-$4.96K	0.33%	78
2022 Q1	$1.31M	Buy	5,925 +448	+8%	+$96.9K	0.32%	79
2021 Q4	$1.19M	Buy	5,477 +3	+0.1%	+$644	0.27%	83
2021 Q3	$1.22M	Buy	5,474 +258	+5%	+$60.5K	0.31%	71
2021 Q2	$1.22M	Sell	5,216 -19	-0.4%	-$4.34K	0.32%	72
2021 Q1	$1.11M	Sell	5,235 -1,517	-22%	-$319K	0.32%	72
2020 Q4	$1.48M	Buy	6,752 +319	+5%	+$65.3K	0.34%	70
2020 Q3	$1.29M	Buy	6,433 +167	+3%	+$33.4K	0.35%	71
2020 Q2	$1.21M	Buy	6,266 +757	+14%	+$138K	0.37%	68
2020 Q1	$887K	Buy	5,509 +57	+1%	+$10.7K	0.35%	69
2019 Q4	$1.02M	Buy	5,452 +42	+0.8%	+$7.57K	0.35%	72
2019 Q3	$930K	Buy	5,410 +61	+1%	+$10.9K	0.34%	74
2019 Q2	$928K	Buy	5,349 +12	+0.2%	+$1.97K	0.35%	73
2019 Q1	$833K	Buy	5,337 +143	+3%	+$20.6K	0.33%	76
2018 Q4	$685K	Sell	5,194 -4,016	-44%	-$555K	0.3%	80
2018 Q3	$1.38M	Buy	9,210 +42	+0.5%	+$5.97K	0.53%	56
2018 Q2	$1.21M	Sell	9,168 -65	-0.7%	-$8.37K	0.53%	55
2018 Q1	$1.1M	Buy	9,233 +1	+0%	+$121	0.49%	54
2017 Q4	$1.05M	Buy	9,232 +192	+2%	+$21.2K	0.39%	62
2017 Q3	$951K	Sell	9,040 -390	-4%	-$39.6K	0.38%	62
2017 Q2	$838K	Hold	9,430	–	–	0.32%	75
2017 Q1	$838K	Buy	9,430 +1,601	+20%	+$138K	0.35%	72
2016 Q4	$611K	Buy	7,829 +2,979	+61%	+$239K	0.27%	77
2016 Q3	$401K	Buy	4,850 +1,162	+32%	+$93K	0.19%	102
2016 Q2	$274K	Sell	3,688 -484	-12%	-$37.9K	0.16%	106
2016 Q1	$319K	Buy	4,172 +352	+9%	+$25.6K	0.17%	106
2015 Q4	$296K	Buy	3,820 +2	+0.1%	+$155	0.17%	104
2015 Q3	$266K	Buy	3,818 +130	+4%	+$9.28K	0.14%	112
2015 Q2	$248K	Buy	3,688 +1	+0%	+$68	0.13%	127
2015 Q1	$241K	Sell	3,687 -1	-0%	-$66	0.12%	132
2014 Q4	$242K	Buy	+3,688	New	+$222K	0.12%	130

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

Ironwood Investment Counsel's V Position: Q1 2026 in Review

Ironwood Investment Counsel reduced its Visa (V) stake by 0.21% in Q1 2026, selling an estimated $5.47K and leaving 7,923 shares worth $2.39M. The position accounts for 0.35% of the portfolio, ranked #75.

Ironwood Investment Counsel first reported a position in V in Q4 2014 and has held it in 46 quarters since. The position peaked at $2.85M in Q2 2025. 4,452 funds tracked by Wall St. Rank hold V as of Q1 2026.

Ironwood Investment Counsel held 7,923 shares of Visa worth $2.39M as of Q1 2026.
Ironwood Investment Counsel sold 17 Visa shares in Q1 2026, an estimated $5.47K.
Visa made up 0.35% of Ironwood Investment Counsel's portfolio in Q1 2026, its #75 holding.
Ironwood Investment Counsel first reported a position in Visa in Q4 2014 and has held it in 46 quarters since.
Ironwood Investment Counsel's Visa position peaked at $2.85M in Q2 2025.
4,452 funds tracked by Wall St. Rank held Visa as of Q1 2026.

Based on Ironwood Investment Counsel's 13F filing for Q1 2026, filed 7 May 2026.