MAG
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M3 Advisory Group’s Visa V Stock Holding History

M3 Advisory Group’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 		$407K Buy
1,346
+36
+3% +$11.6K 0.25% 71
2025
Q4 		$460K Buy
1,310
+61
+5% +$20.8K 0.28% 65
2025
Q3 		$426K Sell
1,249
-32
-2% -$11.1K 0.27% 69
2025
Q2 		$455K Sell
1,281
-84
-6% -$29.3K 0.31% 65
2025
Q1 		$478K Sell
1,365
-593
-30% -$201K 0.38% 57
2024
Q4 		$619K Buy
1,958
+37
+2% +$11.1K 0.44% 48
2024
Q3 		$528K Buy
1,921
+174
+10% +$47K 0.39% 58
2024
Q2 		$459K Buy
1,747
+343
+24% +$94K 0.38% 62
2024
Q1 		$392K Buy
+1,404
New +$388K 0.36% 67

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

M3 Advisory Group's V Position: Q1 2026 in Review

M3 Advisory Group increased its Visa (V) stake by 2.7% in Q1 2026, buying an estimated $11.6K and bringing the position to 1,346 shares worth $407K. The position accounts for 0.25% of the portfolio, ranked #71.

M3 Advisory Group first reported a position in V in Q1 2024 and has held it in 9 quarters since. The position peaked at $619K in Q4 2024. 4,446 funds tracked by Wall St. Rank hold V as of Q1 2026.

  • M3 Advisory Group held 1,346 shares of Visa worth $407K as of Q1 2026.
  • M3 Advisory Group bought 36 Visa shares in Q1 2026, an estimated $11.6K.
  • Visa made up 0.25% of M3 Advisory Group's portfolio in Q1 2026, its #71 holding.
  • M3 Advisory Group first reported a position in Visa in Q1 2024 and has held it in 9 quarters since.
  • M3 Advisory Group's Visa position peaked at $619K in Q4 2024.
  • 4,446 funds tracked by Wall St. Rank held Visa as of Q1 2026.

Based on M3 Advisory Group's 13F filing for Q1 2026, filed 22 Apr 2026.