JWM
V icon

Jeppson Wealth Management’s Visa V Stock Holding History

Jeppson 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 		$748K Sell
2,179
-98
-4% -$31.5K 0.22% 101
2026
Q1 		$688K Buy
2,277
+463
+26% +$149K 0.22% 101
2025
Q4 		$636K Buy
1,814
+4
+0.2% +$1.36K 0.2% 105
2025
Q3 		$618K Sell
1,810
-6
-0.3% -$2.08K 0.2% 103
2025
Q2 		$645K Sell
1,816
-2
-0.1% -$697 0.22% 99
2025
Q1 		$637K Sell
1,818
-29
-2% -$9.81K 0.23% 100
2024
Q4 		$584K Sell
1,847
-5
-0.3% -$1.5K 0.21% 108
2024
Q3 		$509K Sell
1,852
-2
-0.1% -$541 0.18% 120
2024
Q2 		$487K Hold
1,854
– – 0.19% 114
2024
Q1 		$517K Sell
1,854
-7
-0.4% -$1.93K 0.2% 111
2023
Q4 		$485K Sell
1,861
-18
-1% -$4.44K 0.2% 111
2023
Q3 		$432K Buy
1,879
+50
+3% +$12K 0.2% 116
2023
Q2 		$434K Sell
1,829
-5
-0.3% -$1.14K 0.19% 117
2023
Q1 		$413K Sell
1,834
-48
-3% -$10.7K 0.18% 119
2022
Q4 		$391K Sell
1,882
-97
-5% -$19.6K 0.16% 123
2022
Q3 		$352K Buy
1,979
+77
+4% +$15.7K 0.16% 124
2022
Q2 		$374K Buy
1,902
+151
+9% +$31.2K 0.16% 117
2022
Q1 		$388K Buy
1,751
+291
+20% +$62.9K 0.18% 112
2021
Q4 		$316K Buy
1,460
+555
+61% +$119K 0.15% 119
2021
Q3 		$201K Hold
905
– – 0.1% 148
2021
Q2 		$211K Buy
+905
New +$207K 0.12% 140
2020
Q4 		– Sell
-875
Closed -$175K – 434
2020
Q3 		$175K Buy
+875
New +$175K 0.14% 122

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

Jeppson Wealth Management's V Position: Q2 2026 in Review

Jeppson Wealth Management reduced its Visa (V) stake by 4.3% in Q2 2026, selling an estimated $31.5K and leaving 2,179 shares worth $748K. The position accounts for 0.22% of the portfolio, ranked #101.

Jeppson Wealth Management first reported a position in V in Q3 2020 and has held it in 22 quarters since. 4,562 funds tracked by Wall St. Rank hold V as of Q2 2026.

  • Jeppson Wealth Management held 2,179 shares of Visa worth $748K as of Q2 2026.
  • Jeppson Wealth Management sold 98 Visa shares in Q2 2026, an estimated $31.5K.
  • Visa made up 0.22% of Jeppson Wealth Management's portfolio in Q2 2026, its #101 holding.
  • Jeppson Wealth Management first reported a position in Visa in Q3 2020 and has held it in 22 quarters since.
  • 4,562 funds tracked by Wall St. Rank held Visa as of Q2 2026.

Based on Jeppson Wealth Management's 13F filing for Q2 2026, filed 4 Aug 2026.