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Papamarkou Wellner Asset Management’s Visa V Stock Holding History

Papamarkou Wellner Asset 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
Q1 		$4.19M Buy
13,865
+163
+1% +$52.4K 2.56% 8
2025
Q4 		$4.81M Buy
13,702
+21
+0.2% +$7.16K 2.89% 6
2025
Q3 		$4.67M Hold
13,681
– – 2.89% 7
2025
Q2 		$4.86M Sell
13,681
-306
-2% -$107K 3.21% 6
2025
Q1 		$4.9M Sell
13,987
-62
-0.4% -$21K 3.41% 6
2024
Q4 		$4.44M Buy
+14,049
New +$4.22M 3.06% 6

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

Papamarkou Wellner Asset Management's V Position: Q1 2026 in Review

Papamarkou Wellner Asset Management increased its Visa (V) stake by 1.2% in Q1 2026, buying an estimated $52.4K and bringing the position to 13,865 shares worth $4.19M. The position accounts for 2.56% of the portfolio, ranked #8.

Papamarkou Wellner Asset Management first reported a position in V in Q4 2024 and has held it in 6 quarters since. The position peaked at $4.9M in Q1 2025. 4,447 funds tracked by Wall St. Rank hold V as of Q1 2026.

  • Papamarkou Wellner Asset Management held 13,865 shares of Visa worth $4.19M as of Q1 2026.
  • Papamarkou Wellner Asset Management bought 163 Visa shares in Q1 2026, an estimated $52.4K.
  • Visa made up 2.56% of Papamarkou Wellner Asset Management's portfolio in Q1 2026, its #8 holding.
  • Papamarkou Wellner Asset Management first reported a position in Visa in Q4 2024 and has held it in 6 quarters since.
  • Papamarkou Wellner Asset Management's Visa position peaked at $4.9M in Q1 2025.
  • 4,447 funds tracked by Wall St. Rank held Visa as of Q1 2026.

Based on Papamarkou Wellner Asset Management's 13F filing for Q1 2026, filed 15 May 2026.