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Leith Wheeler Investment Counsel’s Visa V Stock Holding History

Leith Wheeler Investment Counsel’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 		$31.8M Buy
105,179
+29,124
+38% +$9.36M 2.63% 5
2025
Q4 		$26.7M Buy
76,055
+2,462
+3% +$839K 2% 13
2025
Q3 		$25.1M Sell
73,593
-9,220
-11% -$3.19M 1.7% 17
2025
Q2 		$29.4M Sell
82,813
-18,576
-18% -$6.47M 2.09% 14
2025
Q1 		$35.5M Sell
101,389
-8,057
-7% -$2.73M 2.47% 11
2024
Q4 		$34.6M Buy
109,446
+5,517
+5% +$1.66M 2.5% 9
2024
Q3 		$28.6M Buy
103,929
+30,911
+42% +$8.36M 2% 14
2024
Q2 		$19.2M Buy
73,018
+25,647
+54% +$7.03M 1.66% 10
2024
Q1 		$13.2M Buy
47,371
+6,835
+17% +$1.89M 1.29% 21
2023
Q4 		$10.6M Buy
40,536
+12,360
+44% +$3.05M 1.16% 25
2023
Q3 		$6.48M Buy
28,176
+3,445
+14% +$828K 0.86% 36
2023
Q2 		$5.87M Buy
24,731
+4,990
+25% +$1.14M 0.77% 34
2023
Q1 		$4.45M Buy
19,741
+1,220
+7% +$272K 0.65% 38
2022
Q4 		$3.85M Buy
18,521
+5,043
+37% +$1.02M 0.58% 39
2022
Q3 		$2.39M Buy
13,478
+4,540
+51% +$924K 0.4% 40
2022
Q2 		$2.27M Buy
8,938
+4,181
+88% +$864K 0.3% 38
2022
Q1 		$1.05M Sell
4,757
-1,694
-26% -$366K 0.16% 40
2021
Q4 		$1.4M Buy
6,451
+474
+8% +$102K 0.2% 32
2021
Q3 		$1.33M Buy
5,977
+236
+4% +$55.3K 0.2% 33
2021
Q2 		$1.34M Sell
5,741
-80
-1% -$18.3K 0.2% 31
2021
Q1 		$1.23M Buy
5,821
+4,814
+478% +$1.01M 0.2% 31
2020
Q4 		$280K Buy
+1,007
New +$206K 0.04% 39

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

Leith Wheeler Investment Counsel's V Position: Q1 2026 in Review

Leith Wheeler Investment Counsel increased its Visa (V) stake by 38% in Q1 2026, buying an estimated $9.36M and bringing the position to 105,179 shares worth $31.8M. The position accounts for 2.63% of the portfolio, ranked #5.

Leith Wheeler Investment Counsel first reported a position in V in Q4 2020 and has held it in 22 quarters since. The position peaked at $35.5M in Q1 2025. 4,451 funds tracked by Wall St. Rank hold V as of Q1 2026.

  • Leith Wheeler Investment Counsel held 105,179 shares of Visa worth $31.8M as of Q1 2026.
  • Leith Wheeler Investment Counsel bought 29,124 Visa shares in Q1 2026, an estimated $9.36M.
  • Visa made up 2.63% of Leith Wheeler Investment Counsel's portfolio in Q1 2026, its #5 holding.
  • Leith Wheeler Investment Counsel first reported a position in Visa in Q4 2020 and has held it in 22 quarters since.
  • Leith Wheeler Investment Counsel's Visa position peaked at $35.5M in Q1 2025.
  • 4,451 funds tracked by Wall St. Rank held Visa as of Q1 2026.

Based on Leith Wheeler Investment Counsel's 13F filing for Q1 2026, filed 7 May 2026.