MWM
V icon

M3 Wealth Management’s Visa V Stock Holding History

M3 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 		$3.35M Buy
9,757
+45
+0.5% +$14.4K 2.17% 21
2026
Q1 		$2.94M Buy
9,712
+5
+0.1% +$1.61K 2.26% 20
2025
Q4 		$3.4M Buy
+9,707
New +$3.31M 2.77% 16

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

M3 Wealth Management's V Position: Q2 2026 in Review

M3 Wealth Management increased its Visa (V) stake by 0.46% in Q2 2026, buying an estimated $14.4K and bringing the position to 9,757 shares worth $3.35M. The position accounts for 2.17% of the portfolio, ranked #21.

M3 Wealth Management first reported a position in V in Q4 2025 and has held it in 3 quarters since. The position peaked at $3.4M in Q4 2025. 4,562 funds tracked by Wall St. Rank hold V as of Q2 2026.

  • M3 Wealth Management held 9,757 shares of Visa worth $3.35M as of Q2 2026.
  • M3 Wealth Management bought 45 Visa shares in Q2 2026, an estimated $14.4K.
  • Visa made up 2.17% of M3 Wealth Management's portfolio in Q2 2026, its #21 holding.
  • M3 Wealth Management first reported a position in Visa in Q4 2025 and has held it in 3 quarters since.
  • M3 Wealth Management's Visa position peaked at $3.4M in Q4 2025.
  • 4,562 funds tracked by Wall St. Rank held Visa as of Q2 2026.

Based on M3 Wealth Management's 13F filing for Q2 2026, filed 6 Aug 2026.