SSWM
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Smith Salley Wealth Management’s Visa V Stock Holding History

Smith Salley 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 		$36.5M Buy
120,744
+2,383
+2% +$766K 1.83% 12
2025
Q4 		$41.5M Buy
118,361
+212
+0.2% +$72.2K 2.06% 10
2025
Q3 		$40.3M Buy
118,149
+3,096
+3% +$1.07M 2.08% 10
2025
Q2 		$40.8M Buy
115,053
+3,371
+3% +$1.17M 2.36% 9
2025
Q1 		$39.1M Buy
111,682
+1,126
+1% +$381K 2.57% 9
2024
Q4 		$34.9M Buy
110,556
+1,282
+1% +$385K 2.24% 9
2024
Q3 		$30M Buy
109,274
+3,094
+3% +$836K 1.96% 12
2024
Q2 		$27.9M Buy
106,180
+6,560
+7% +$1.8M 2% 10
2024
Q1 		$27.8M Sell
99,620
-31,107
-24% -$8.59M 2.16% 10
2023
Q4 		$34M Buy
130,727
+4,435
+4% +$1.09M 2.2% 8
2023
Q3 		$29M Buy
126,292
+5,564
+5% +$1.34M 2.16% 9
2023
Q2 		$28.7M Buy
120,728
+754
+0.6% +$173K 2.12% 9
2023
Q1 		$27M Buy
119,974
+1,660
+1% +$369K 2.15% 8
2022
Q4 		$24.6M Sell
118,314
-295
-0.2% -$59.5K 2.1% 10
2022
Q3 		$21.1M Buy
118,609
+1,767
+2% +$360K 1.96% 12
2022
Q2 		$23M Buy
116,842
+5,808
+5% +$1.2M 1.99% 11
2022
Q1 		$24.6M Buy
111,034
+1,947
+2% +$421K 1.86% 11
2021
Q4 		$23.6M Buy
109,087
+970
+0.9% +$208K 1.67% 15
2021
Q3 		$24.1M Buy
108,117
+1,500
+1% +$352K 1.9% 14
2021
Q2 		$24.9M Buy
106,617
+3,149
+3% +$720K 2.02% 11
2021
Q1 		$21.9M Buy
103,468
+4,238
+4% +$892K 1.97% 13
2020
Q4 		$21.7M Buy
99,230
+6,372
+7% +$1.3M 2.2% 9
2020
Q3 		$18.6M Buy
92,858
+2,048
+2% +$409K 2.25% 7
2020
Q2 		$17.5M Buy
90,810
+3,800
+4% +$694K 2.34% 7
2020
Q1 		$14M Buy
87,010
+1,906
+2% +$359K 2.33% 9
2019
Q4 		$16M Sell
85,104
-1,046
-1% -$188K 2.11% 9
2019
Q3 		$14.8M Buy
86,150
+3,154
+4% +$562K 2.11% 10
2019
Q2 		$14.4M Buy
82,996
+3,531
+4% +$578K 2.17% 8
2019
Q1 		$12.4M Buy
79,465
+2,466
+3% +$355K 2% 9
2018
Q4 		$10.2M Buy
76,999
+1,869
+2% +$258K 1.87% 11
2018
Q3 		$11.3M Buy
75,130
+2,358
+3% +$335K 1.78% 11
2018
Q2 		$9.64M Buy
72,772
+4,092
+6% +$527K 1.65% 18
2018
Q1 		$8.21M Buy
68,680
+557
+0.8% +$67.5K 1.47% 21
2017
Q4 		$7.77M Buy
68,123
+1,775
+3% +$196K 1.39% 20
2017
Q3 		$6.98M Buy
66,348
+1,521
+2% +$154K 1.34% 24
2017
Q2 		$6.08M Buy
64,827
+835
+1% +$77.5K 1.22% 27
2017
Q1 		$5.69M Buy
63,992
+623
+1% +$53.6K 1.17% 32
2016
Q4 		$4.95M Buy
63,369
+833
+1% +$67K 1.03% 36
2016
Q3 		$5.17M Buy
62,536
+1,573
+3% +$126K 1.15% 34
2016
Q2 		$4.52M Buy
+60,963
New +$4.77M 1.05% 38

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

Smith Salley Wealth Management's V Position: Q1 2026 in Review

Smith Salley Wealth Management increased its Visa (V) stake by 2% in Q1 2026, buying an estimated $766K and bringing the position to 120,744 shares worth $36.5M. The position accounts for 1.83% of the portfolio, ranked #12.

Smith Salley Wealth Management first reported a position in V in Q2 2016 and has held it in 40 quarters since. The position peaked at $41.5M in Q4 2025. 4,446 funds tracked by Wall St. Rank hold V as of Q1 2026.

  • Smith Salley Wealth Management held 120,744 shares of Visa worth $36.5M as of Q1 2026.
  • Smith Salley Wealth Management bought 2,383 Visa shares in Q1 2026, an estimated $766K.
  • Visa made up 1.83% of Smith Salley Wealth Management's portfolio in Q1 2026, its #12 holding.
  • Smith Salley Wealth Management first reported a position in Visa in Q2 2016 and has held it in 40 quarters since.
  • Smith Salley Wealth Management's Visa position peaked at $41.5M in Q4 2025.
  • 4,446 funds tracked by Wall St. Rank held Visa as of Q1 2026.

Based on Smith Salley Wealth Management's 13F filing for Q1 2026, filed 16 Apr 2026.