James Investment Research’s Willamette Valley Vineyards WVVI Stock Holding History

James Investment Research’s Portfolio WVVI Stock Details WVVI Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$32.4K	Hold	12,921	–	–	﹤0.01%	369
2026 Q1	$33.2K	Hold	12,921	–	–	﹤0.01%	354
2025 Q4	$39.4K	Hold	12,921	–	–	﹤0.01%	355
2025 Q3	$46.1K	Hold	12,921	–	–	0.01%	351
2025 Q2	$71.7K	Hold	12,921	–	–	0.01%	322
2025 Q1	$76.8K	Hold	12,921	–	–	0.01%	312
2024 Q4	$43.3K	Hold	12,921	–	–	0.01%	322
2024 Q3	$45K	Hold	12,921	–	–	0.01%	325
2024 Q2	$50.8K	Hold	12,921	–	–	0.01%	315
2024 Q1	$67.7K	Hold	12,921	–	–	0.01%	309
2023 Q4	$69.2K	Hold	12,921	–	–	0.01%	295
2023 Q3	$75.4K	Hold	12,921	–	–	0.01%	276
2023 Q2	$73.7K	Hold	12,921	–	–	0.01%	273
2023 Q1	$78K	Hold	12,921	–	–	0.01%	321
2022 Q4	$77K	Hold	12,921	–	–	0.01%	321
2022 Q3	$80K	Hold	12,921	–	–	0.01%	330
2022 Q2	$81K	Buy	12,921 +5,000	+63%	+$38.2K	0.01%	319
2022 Q1	$72K	Hold	7,921	–	–	0.01%	334
2021 Q4	$69K	Sell	7,921 -498	-6%	-$6.68K	0.01%	354
2021 Q3	$107K	Hold	8,419	–	–	0.01%	332
2021 Q2	$115K	Buy	8,419 +444	+6%	+$5.6K	0.01%	329
2021 Q1	$72K	Hold	7,975	–	–	0.01%	349
2020 Q4	$51K	Hold	7,975	–	–	﹤0.01%	388
2020 Q3	$49K	Hold	7,975	–	–	﹤0.01%	336
2020 Q2	$48K	Hold	7,975	–	–	﹤0.01%	336
2020 Q1	$39K	Sell	7,975 -450	-5%	-$2.83K	﹤0.01%	329
2019 Q4	$58K	Hold	8,425	–	–	﹤0.01%	372
2019 Q3	$58K	Buy	8,425 +1,000	+13%	+$6.91K	﹤0.01%	407
2019 Q2	$51K	Hold	7,425	–	–	﹤0.01%	501
2019 Q1	$53K	Hold	7,425	–	–	﹤0.01%	641
2018 Q4	$51K	Hold	7,425	–	–	﹤0.01%	634
2018 Q3	$59K	Hold	7,425	–	–	﹤0.01%	666
2018 Q2	$64K	Hold	7,425	–	–	﹤0.01%	654
2018 Q1	$59K	Hold	7,425	–	–	﹤0.01%	653
2017 Q4	$62K	Hold	7,425	–	–	﹤0.01%	634
2017 Q3	$59K	Sell	7,425 -200	-3%	-$1.6K	﹤0.01%	615
2017 Q2	$61K	Hold	7,625	–	–	﹤0.01%	583
2017 Q1	$61K	Hold	7,625	–	–	﹤0.01%	519
2016 Q4	$61K	Hold	7,625	–	–	﹤0.01%	398
2016 Q3	$61K	Buy	7,625 +350	+5%	+$2.85K	﹤0.01%	393
2016 Q2	$62K	Buy	7,275 +300	+4%	+$2.22K	﹤0.01%	348
2016 Q1	$48K	Hold	6,975	–	–	﹤0.01%	344
2015 Q4	$49K	Buy	6,975 +3,050	+78%	+$22.1K	﹤0.01%	353
2015 Q3	$26K	Buy	3,925 +1,925	+96%	+$13.4K	﹤0.01%	383
2015 Q2	$14K	Buy	+2,000	New	+$13.2K	﹤0.01%	468

Other funds holding WVVI

FFA

Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return

SBI Securities Tokyo, Japan $4.4B AUM 74.25% 1-Year Est. Return

WWM

Wolff Wiese Magana Carslbad, California $217M AUM 47.64% 1-Year Est. Return

Financially Speaking Greenwood Village, Colorado $20.6M AUM 16.79% 1-Year Est. Return

AEPWM

Atlantic Edge Private Wealth Management Jacksonville, Florida $489M AUM 33.02% 1-Year Est. Return

James Investment Research's WVVI Position: Q2 2026 in Review

James Investment Research held its Willamette Valley Vineyards (WVVI) position steady in Q2 2026 at 12,921 shares worth $32.4K. The position accounts for ﹤0.01% of the portfolio, ranked #369.

James Investment Research first reported a position in WVVI in Q2 2015 and has held it in 45 quarters since. The position peaked at $115K in Q2 2021. 6 funds tracked by Wall St. Rank hold WVVI as of Q2 2026.

James Investment Research held 12,921 shares of Willamette Valley Vineyards worth $32.4K as of Q2 2026.
James Investment Research left its Willamette Valley Vineyards share count unchanged in Q2 2026.
Willamette Valley Vineyards made up ﹤0.01% of James Investment Research's portfolio in Q2 2026, its #369 holding.
James Investment Research first reported a position in Willamette Valley Vineyards in Q2 2015 and has held it in 45 quarters since.
James Investment Research's Willamette Valley Vineyards position peaked at $115K in Q2 2021.
6 funds tracked by Wall St. Rank held Willamette Valley Vineyards as of Q2 2026.

Based on James Investment Research's 13F filing for Q2 2026, filed 24 Jul 2026.