JWM
V icon

Jackson Wealth Management’s Visa V Stock Holding History

Jackson 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 		$4.32M Sell
14,299
-101
-0.7% -$32.5K 0.44% 51
2025
Q4 		$5.05M Buy
14,400
+299
+2% +$102K 0.49% 46
2025
Q3 		$4.81M Buy
14,101
+161
+1% +$55.7K 0.48% 50
2025
Q2 		$4.95M Sell
13,940
-343
-2% -$120K 0.54% 44
2025
Q1 		$5.01M Sell
14,283
-316
-2% -$107K 0.61% 45
2024
Q4 		$4.61M Buy
14,599
+87
+0.6% +$26.2K 0.52% 50
2024
Q3 		$3.99M Buy
14,512
+5,308
+58% +$1.44M 0.48% 54
2024
Q2 		$2.42M Sell
9,204
-4,962
-35% -$1.36M 0.52% 50
2024
Q1 		$3.95M Buy
14,166
+1,196
+9% +$330K 0.49% 51
2023
Q4 		$3.38M Buy
12,970
+333
+3% +$82.1K 0.44% 52
2023
Q3 		$2.91M Buy
12,637
+312
+3% +$75K 0.42% 57
2023
Q2 		$2.93M Buy
12,325
+268
+2% +$61.3K 0.43% 52
2023
Q1 		$2.72M Buy
+12,057
New +$2.68M 2.04% 9
2022
Q4 		– Sell
-14,663
Closed -$2.6M – 105
2022
Q3 		$2.6M Sell
14,663
-10
-0.1% -$2.04K 0.51% 47
2022
Q2 		$2.89M Sell
14,673
-25,130
-63% -$5.19M 1.34% 20
2022
Q1 		$8.83M Sell
39,803
-2,746
-6% -$594K 1.23% 24
2021
Q4 		$9.22M Buy
42,549
+730
+2% +$157K 1.17% 25
2021
Q3 		$111K Sell
41,819
-558,181
-93% -$131M 1.35% 19
2021
Q2 		$7K Buy
600,000
+560,874
+1,434% +$128M ﹤0.01% 124
2021
Q1 		$8.28M Buy
39,126
+2,369
+6% +$499K 1.24% 21
2020
Q4 		$8.04M Buy
36,757
+3,072
+9% +$629K 1.1% 21
2020
Q3 		$6.74M Buy
33,685
+3,020
+10% +$603K 1.01% 26
2020
Q2 		$5.92M Buy
30,665
+1,717
+6% +$314K 1.05% 26
2020
Q1 		$5.31M Sell
28,948
-17,293
-37% -$3.26M 1.11% 21
2019
Q4 		$9.48M Sell
46,241
-512
-1% -$92.2K 1.57% 13
2019
Q3 		$8.18M Buy
46,753
+9,494
+25% +$1.69M 1.71% 11
2019
Q2 		$6.58M Buy
37,259
+720
+2% +$118K 1.43% 18
2019
Q1 		$5.71M Sell
36,539
-81
-0.2% -$11.7K 1.4% 22
2018
Q4 		$4.69M Sell
36,620
-11,622
-24% -$1.61M 1.41% 19
2018
Q3 		$7.24M Buy
48,242
+559
+1% +$79.5K 1.52% 17
2018
Q2 		$6.8M Buy
47,683
+1,900
+4% +$245K 1.58% 16
2018
Q1 		$5.49M Buy
45,783
+3,071
+7% +$372K 1.53% 19
2017
Q4 		$5.09M Buy
42,712
+833
+2% +$92K 1.29% 25
2017
Q3 		$4.49M Buy
41,879
+4,656
+13% +$472K 1.22% 21
2017
Q2 		$3.75M Buy
37,223
+15,193
+69% +$1.41M 1.19% 20
2017
Q1 		$1.96M Buy
22,030
+407
+2% +$35K 0.71% 32
2016
Q4 		$1.76M Buy
+21,623
New +$1.74M 0.69% 33
2015
Q4 		– Sell
-2,944
Closed -$205K – 113
2015
Q3 		$205K Buy
+2,944
New +$210K 0.07% 97
2015
Q1 		– Sell
-4,740
Closed -$311K – 137
2014
Q4 		$311K Buy
+4,740
New +$285K 0.1% 101

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 Wealth Management's V Position: Q1 2026 in Review

Jackson Wealth Management reduced its Visa (V) stake by 0.7% in Q1 2026, selling an estimated $32.5K and leaving 14,299 shares worth $4.32M. The position accounts for 0.44% of the portfolio, ranked #51.

Jackson Wealth Management first reported a position in V in Q4 2014 and has held it in 39 quarters since. The position peaked at $9.48M in Q4 2019. 4,444 funds tracked by Wall St. Rank hold V as of Q1 2026.

  • Jackson Wealth Management held 14,299 shares of Visa worth $4.32M as of Q1 2026.
  • Jackson Wealth Management sold 101 Visa shares in Q1 2026, an estimated $32.5K.
  • Visa made up 0.44% of Jackson Wealth Management's portfolio in Q1 2026, its #51 holding.
  • Jackson Wealth Management first reported a position in Visa in Q4 2014 and has held it in 39 quarters since.
  • Jackson Wealth Management's Visa position peaked at $9.48M in Q4 2019.
  • 4,444 funds tracked by Wall St. Rank held Visa as of Q1 2026.

Based on Jackson Wealth Management's 13F filing for Q1 2026, filed 11 May 2026.