JTWM
V icon

Jackson Thornton Wealth Management’s Visa V Stock Holding History

Jackson Thornton 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 		$376K Buy
1,235
+163
+15% +$52.4K 0.03% 144
2025
Q4 		$383K Buy
1,072
+177
+20% +$60.3K 0.04% 149
2025
Q3 		$314K Sell
895
-317
-26% -$110K 0.03% 176
2025
Q2 		$430K Sell
1,212
-37
-3% -$12.9K 0.05% 59
2025
Q1 		$412K Buy
1,249
+220
+21% +$74.4K 0.05% 58
2024
Q4 		$325K Buy
1,029
+245
+31% +$73.7K 0.04% 62
2024
Q3 		$216K Hold
784
– – 0.03% 61
2024
Q2 		$206K Hold
784
– – 0.03% 54
2024
Q1 		$219K Hold
784
– – 0.04% 49
2023
Q4 		$204K Buy
+784
New +$193K 0.04% 52

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

Jackson Thornton Wealth Management's V Position: Q1 2026 in Review

Jackson Thornton Wealth Management increased its Visa (V) stake by 15% in Q1 2026, buying an estimated $52.4K and bringing the position to 1,235 shares worth $376K. The position accounts for 0.03% of the portfolio, ranked #144.

Jackson Thornton Wealth Management first reported a position in V in Q4 2023 and has held it in 10 quarters since. The position peaked at $430K in Q2 2025. 4,447 funds tracked by Wall St. Rank hold V as of Q1 2026.

  • Jackson Thornton Wealth Management held 1,235 shares of Visa worth $376K as of Q1 2026.
  • Jackson Thornton Wealth Management bought 163 Visa shares in Q1 2026, an estimated $52.4K.
  • Visa made up 0.03% of Jackson Thornton Wealth Management's portfolio in Q1 2026, its #144 holding.
  • Jackson Thornton Wealth Management first reported a position in Visa in Q4 2023 and has held it in 10 quarters since.
  • Jackson Thornton Wealth Management's Visa position peaked at $430K in Q2 2025.
  • 4,447 funds tracked by Wall St. Rank held Visa as of Q1 2026.

Based on Jackson Thornton Wealth Management's 13F filing for Q1 2026, filed 29 Apr 2026.