PTM Wealth Management’s Visa V Stock Holding History

PTM 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 Q1	–	Sell	-647	Closed	-$229K	–	59
2025 Q4	$229K	Buy	+647	New	+$220K	0.13%	53

Other funds holding V

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

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 London, United Kingdom $45.2B AUM 12.74% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

PTM Wealth Management's V Position: Q1 2026 in Review

PTM Wealth Management sold out of Visa (V) in Q1 2026, closing a stake of 647 shares — an estimated $229K sold.

PTM Wealth Management first reported a position in V in Q4 2025 and held it in 1 quarter. The position peaked at $229K in Q4 2025. 4,451 funds tracked by Wall St. Rank hold V as of Q1 2026.

PTM Wealth Management reported no remaining Visa position as of Q1 2026 after selling out during the quarter.
PTM Wealth Management sold 647 Visa shares in Q1 2026, an estimated $229K.
PTM Wealth Management first reported a position in Visa in Q4 2025 and held it in 1 quarter.
PTM Wealth Management's Visa position peaked at $229K in Q4 2025.
4,451 funds tracked by Wall St. Rank held Visa as of Q1 2026.

Based on PTM Wealth Management's 13F filing for Q1 2026, filed 9 Apr 2026.