PWM
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Palumbo Wealth Management’s Visa V Stock Holding History

Palumbo 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 		$5.48M Sell
15,980
-260
-2% -$83.5K 1.15% 22
2026
Q1 		$4.91M Sell
16,240
-1,266
-7% -$407K 1.2% 23
2025
Q4 		$6.14M Buy
17,506
+104
+0.6% +$35.4K 1.51% 15
2025
Q3 		$5.75M Buy
17,402
+33
+0.2% +$11.4K 1.84% 14
2025
Q2 		$6.17M Sell
17,369
-308
-2% -$107K 1.91% 12
2025
Q1 		$6.2M Buy
17,677
+2,010
+13% +$680K 2.07% 11
2024
Q4 		$4.95M Buy
15,667
+1,083
+7% +$326K 1.85% 12
2024
Q3 		$4.01M Buy
14,584
+185
+1% +$50K 1.56% 15
2024
Q2 		$3.78M Buy
14,399
+694
+5% +$190K 1.6% 15
2024
Q1 		$3.82M Buy
13,705
+3,436
+33% +$949K 1.71% 15
2023
Q4 		$2.67M Buy
10,269
+544
+6% +$134K 1.37% 17
2023
Q3 		$2.24M Buy
9,725
+5,081
+109% +$1.22M 1.23% 17
2023
Q2 		$1.1M Buy
4,644
+1,003
+28% +$230K 0.67% 30
2023
Q1 		$821K Buy
3,641
+302
+9% +$67.2K 0.55% 43
2022
Q4 		$694K Buy
3,339
+373
+13% +$75.2K 0.55% 43
2022
Q3 		$527K Buy
2,966
+137
+5% +$27.9K 0.45% 48
2022
Q2 		$557K Buy
2,829
+589
+26% +$122K 0.44% 48
2022
Q1 		$497K Buy
2,240
+100
+5% +$21.6K 0.32% 61
2021
Q4 		$464K Buy
2,140
+513
+32% +$110K 0.29% 63
2021
Q3 		$362K Buy
1,627
+55
+3% +$12.9K 0.24% 73
2021
Q2 		$368K Buy
1,572
+118
+8% +$27K 0.25% 74
2021
Q1 		$308K Sell
1,454
-132
-8% -$27.8K 0.23% 78
2020
Q4 		$347K Buy
+1,586
New +$325K 0.28% 65

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

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

Palumbo Wealth Management reduced its Visa (V) stake by 1.6% in Q2 2026, selling an estimated $83.5K and leaving 15,980 shares worth $5.48M. The position accounts for 1.15% of the portfolio, ranked #22.

Palumbo Wealth Management first reported a position in V in Q4 2020 and has held it in 23 quarters since. The position peaked at $6.2M in Q1 2025. 4,562 funds tracked by Wall St. Rank hold V as of Q2 2026.

  • Palumbo Wealth Management held 15,980 shares of Visa worth $5.48M as of Q2 2026.
  • Palumbo Wealth Management sold 260 Visa shares in Q2 2026, an estimated $83.5K.
  • Visa made up 1.15% of Palumbo Wealth Management's portfolio in Q2 2026, its #22 holding.
  • Palumbo Wealth Management first reported a position in Visa in Q4 2020 and has held it in 23 quarters since.
  • Palumbo Wealth Management's Visa position peaked at $6.2M in Q1 2025.
  • 4,562 funds tracked by Wall St. Rank held Visa as of Q2 2026.

Based on Palumbo Wealth Management's 13F filing for Q2 2026, filed 12 Aug 2026.