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KWMG LLC’s Visa V Stock Holding History

KWMG LLC’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 		$209K Buy
+610
New +$196K 0.02% 152
2026
Q1 		– Sell
-794
Closed -$278K – 151
2025
Q4 		$278K Sell
794
-26
-3% -$8.86K 0.02% 138
2025
Q3 		$280K Hold
820
– – 0.02% 138
2025
Q2 		$291K Buy
820
+56
+7% +$19.5K 0.03% 136
2025
Q1 		$268K Buy
764
+37
+5% +$12.5K 0.03% 135
2024
Q4 		$230K Sell
727
-12
-2% -$3.61K 0.02% 133
2024
Q3 		$203K Buy
+739
New +$200K 0.02% 136
2023
Q2 		– Sell
-1,125
Closed -$254K – 139
2023
Q1 		$254K Buy
+1,125
New +$250K 0.03% 132
2019
Q2 		– Sell
-396
Closed -$62K – 402
2019
Q1 		$62K Sell
396
-7
-2% -$1.01K 0.02% 161
2018
Q4 		$53K Buy
403
+26
+7% +$3.59K 0.01% 168
2018
Q3 		$57K Buy
377
+155
+70% +$22K 0.01% 156
2018
Q2 		$29K Buy
+222
New +$28.6K 0.01% 201

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

KWMG LLC's V Position: Q2 2026 in Review

KWMG LLC opened a new position in Visa (V) in Q2 2026: 610 shares worth $209K. The stake represents 0.02% of the portfolio and ranks #152 among its holdings. This is a return to the name: KWMG LLC previously reported a position in V as recently as Q4 2025.

KWMG LLC first reported a position in V in Q2 2018 and has held it in 12 quarters since. The position peaked at $291K in Q2 2025. 4,562 funds tracked by Wall St. Rank hold V as of Q2 2026.

  • KWMG LLC held 610 shares of Visa worth $209K as of Q2 2026.
  • Visa was a new KWMG LLC position in Q2 2026.
  • Visa made up 0.02% of KWMG LLC's portfolio in Q2 2026, its #152 holding.
  • KWMG LLC first reported a position in Visa in Q2 2018 and has held it in 12 quarters since.
  • KWMG LLC's Visa position peaked at $291K in Q2 2025.
  • 4,562 funds tracked by Wall St. Rank held Visa as of Q2 2026.

Based on KWMG LLC's 13F filing for Q2 2026, filed 8 Jul 2026.