PJWM
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Philip James Wealth Mangement’s Visa V Stock Holding History

Philip James Wealth Mangement’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 		– Sell
-771
Closed -$271K – 170
2025
Q4 		$271K Sell
771
-41
-5% -$14K 0.03% 153
2025
Q3 		$277K Sell
812
-195
-19% -$67.5K 0.03% 158
2025
Q2 		$358K Buy
1,007
+4
+0.4% +$1.39K 0.05% 127
2025
Q1 		$352K Sell
1,003
-223
-18% -$75.5K 0.04% 124
2024
Q4 		$388K Buy
1,226
+138
+13% +$41.5K 0.05% 121
2024
Q3 		$299K Buy
1,088
+6
+0.6% +$1.62K 0.04% 127
2024
Q2 		$284K Sell
1,082
-10
-0.9% -$2.74K 0.19% 51
2024
Q1 		$305K Buy
1,092
+33
+3% +$9.11K 0.22% 49
2023
Q4 		$276K Buy
+1,059
New +$261K 0.21% 57

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
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

Philip James Wealth Mangement's V Position: Q1 2026 in Review

Philip James Wealth Mangement sold out of Visa (V) in Q1 2026, closing a stake of 771 shares — an estimated $271K sold.

Philip James Wealth Mangement first reported a position in V in Q4 2023 and held it in 9 quarters. The position peaked at $388K in Q4 2024. 4,468 funds tracked by Wall St. Rank hold V as of Q1 2026.

  • Philip James Wealth Mangement reported no remaining Visa position as of Q1 2026 after selling out during the quarter.
  • Philip James Wealth Mangement sold 771 Visa shares in Q1 2026, an estimated $271K.
  • Philip James Wealth Mangement first reported a position in Visa in Q4 2023 and held it in 9 quarters.
  • Philip James Wealth Mangement's Visa position peaked at $388K in Q4 2024.
  • 4,468 funds tracked by Wall St. Rank held Visa as of Q1 2026.

Based on Philip James Wealth Mangement's 13F filing for Q1 2026, filed 28 Apr 2026.