JPWM
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Jamison Private Wealth Management’s Visa V Stock Holding History

Jamison Private 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
Q2 		$12.1M Buy
35,336
+38
+0.1% +$12.2K 1.22% 25
2026
Q1 		$10.7M Sell
35,298
-783
-2% -$252K 1.3% 26
2025
Q4 		$12.7M Sell
36,081
-150
-0.4% -$51.1K 1.54% 19
2025
Q3 		$12.4M Sell
36,231
-375
-1% -$130K 1.57% 19
2025
Q2 		$13M Buy
36,606
+81
+0.2% +$28.2K 1.87% 13
2025
Q1 		$12.8M Sell
36,525
-126
-0.3% -$42.6K 1.95% 11
2024
Q4 		$11.6M Sell
36,651
-106
-0.3% -$31.9K 1.71% 14
2024
Q3 		$10.1M Buy
36,757
+488
+1% +$132K 1.54% 20
2024
Q2 		$9.52M Sell
36,269
-961
-3% -$263K 1.58% 16
2024
Q1 		$10.4M Sell
37,230
-124
-0.3% -$34.2K 1.76% 13
2023
Q4 		$9.73M Sell
37,354
-328
-0.9% -$80.8K 1.82% 11
2023
Q3 		$8.67M Buy
+37,682
New +$9.06M 1.79% 11

Other funds holding V

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
TCI Fund Management
TCI Fund Management London, United Kingdom $52.8B AUM 12.71% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Jamison Private Wealth Management's V Position: Q2 2026 in Review

Jamison Private Wealth Management increased its Visa (V) stake by 0.11% in Q2 2026, buying an estimated $12.2K and bringing the position to 35,336 shares worth $12.1M. The position accounts for 1.22% of the portfolio, ranked #25.

Jamison Private Wealth Management first reported a position in V in Q3 2023 and has held it in 12 quarters since. The position peaked at $13M in Q2 2025. 4,562 funds tracked by Wall St. Rank hold V as of Q2 2026.

  • Jamison Private Wealth Management held 35,336 shares of Visa worth $12.1M as of Q2 2026.
  • Jamison Private Wealth Management bought 38 Visa shares in Q2 2026, an estimated $12.2K.
  • Visa made up 1.22% of Jamison Private Wealth Management's portfolio in Q2 2026, its #25 holding.
  • Jamison Private Wealth Management first reported a position in Visa in Q3 2023 and has held it in 12 quarters since.
  • Jamison Private Wealth Management's Visa position peaked at $13M in Q2 2025.
  • 4,562 funds tracked by Wall St. Rank held Visa as of Q2 2026.

Based on Jamison Private Wealth Management's 13F filing for Q2 2026, filed 16 Jul 2026.