MIM
V icon

MTM Investment Management’s Visa V Stock Holding History

MTM Investment 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 		$1.18M Sell
3,445
-70
-2% -$22.5K 0.34% 78
2026
Q1 		$1.06M Buy
3,515
+97
+3% +$31.2K 0.34% 79
2025
Q4 		$1.2M Buy
3,418
+74
+2% +$25.2K 0.38% 67
2025
Q3 		$1.14M Buy
3,344
+30
+0.9% +$10.4K 0.36% 71
2025
Q2 		$1.18M Buy
3,314
+179
+6% +$62.4K 0.4% 65
2025
Q1 		$1.09M Sell
3,135
-176
-5% -$59.6K 0.42% 65
2024
Q4 		$1.05M Buy
3,311
+28
+0.9% +$8.42K 0.4% 69
2024
Q3 		$912K Buy
3,283
+5
+0.2% +$1.35K 0.36% 74
2024
Q2 		$860K Buy
3,278
+17
+0.5% +$4.66K 0.35% 75
2024
Q1 		$910K Buy
3,261
+100
+3% +$27.6K 0.38% 70
2023
Q4 		$823K Hold
3,161
– – 0.38% 72
2023
Q3 		$727K Buy
3,161
+18
+0.6% +$4.33K 0.37% 74
2023
Q2 		$746K Buy
3,143
+11
+0.4% +$2.52K 0.36% 76
2023
Q1 		$706K Buy
3,132
+74
+2% +$16.5K 0.36% 79
2022
Q4 		$635K Buy
3,058
+255
+9% +$51.4K 0.33% 86
2022
Q3 		$498K Buy
2,803
+205
+8% +$41.7K 0.28% 95
2022
Q2 		$517K Buy
2,598
+390
+18% +$80.6K 0.28% 98
2022
Q1 		$490K Buy
2,208
+644
+41% +$139K 0.24% 104
2021
Q4 		$339K Buy
1,564
+387
+33% +$83.1K 0.16% 124
2021
Q3 		$262K Buy
+1,177
New +$276K 0.14% 132

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

MTM Investment Management's V Position: Q2 2026 in Review

MTM Investment Management reduced its Visa (V) stake by 2% in Q2 2026, selling an estimated $22.5K and leaving 3,445 shares worth $1.18M. The position accounts for 0.34% of the portfolio, ranked #78.

MTM Investment Management first reported a position in V in Q3 2021 and has held it in 20 quarters since. The position peaked at $1.2M in Q4 2025. 4,569 funds tracked by Wall St. Rank hold V as of Q2 2026.

  • MTM Investment Management held 3,445 shares of Visa worth $1.18M as of Q2 2026.
  • MTM Investment Management sold 70 Visa shares in Q2 2026, an estimated $22.5K.
  • Visa made up 0.34% of MTM Investment Management's portfolio in Q2 2026, its #78 holding.
  • MTM Investment Management first reported a position in Visa in Q3 2021 and has held it in 20 quarters since.
  • MTM Investment Management's Visa position peaked at $1.2M in Q4 2025.
  • 4,569 funds tracked by Wall St. Rank held Visa as of Q2 2026.

Based on MTM Investment Management's 13F filing for Q2 2026, filed 3 Aug 2026.