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Smith Shellnut Wilson’s Visa V Stock Holding History

Smith Shellnut Wilson’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
2025
Q3 		$608K Sell
1,782
-34
-2% -$11.8K 0.23% 65
2025
Q2 		$645K Sell
1,816
-15
-0.8% -$5.23K 0.28% 60
2025
Q1 		$642K Buy
1,831
+119
+7% +$40.3K 0.29% 60
2024
Q4 		$541K Buy
1,712
+64
+4% +$19.2K 0.24% 71
2024
Q3 		$453K Buy
1,648
+19
+1% +$5.14K 0.2% 79
2024
Q2 		$428K Buy
1,629
+8
+0.5% +$2.19K 0.21% 79
2024
Q1 		$452K Buy
1,621
+21
+1% +$5.8K 0.24% 75
2023
Q4 		$417K Hold
1,600
– – 0.24% 76
2023
Q3 		$368K Hold
1,600
– – 0.23% 76
2023
Q2 		$380K Hold
1,600
– – 0.21% 83
2023
Q1 		$361K Hold
1,600
– – 0.22% 77
2022
Q4 		$332K Hold
1,600
– – 0.21% 87
2022
Q3 		$284K Hold
1,600
– – 0.19% 93
2022
Q2 		$315K Sell
1,600
-30
-2% -$6.2K 0.2% 92
2022
Q1 		$361K Sell
1,630
-436
-21% -$94.3K 0.19% 93
2021
Q4 		$448K Buy
2,066
+498
+32% +$107K 0.22% 83
2021
Q3 		$349K Buy
+1,568
New +$368K 0.2% 97

Other funds holding V

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Smith Shellnut Wilson's V Position: Q3 2025 in Review

Smith Shellnut Wilson reduced its Visa (V) stake by 1.9% in Q3 2025, selling an estimated $11.8K and leaving 1,782 shares worth $608K. The position accounts for 0.23% of the portfolio, ranked #65.

Smith Shellnut Wilson first reported a position in V in Q3 2021 and has held it in 17 quarters since. The position peaked at $645K in Q2 2025. 4,308 funds tracked by Wall St. Rank hold V as of Q3 2025.

  • Smith Shellnut Wilson held 1,782 shares of Visa worth $608K as of Q3 2025.
  • Smith Shellnut Wilson sold 34 Visa shares in Q3 2025, an estimated $11.8K.
  • Visa made up 0.23% of Smith Shellnut Wilson's portfolio in Q3 2025, its #65 holding.
  • Smith Shellnut Wilson first reported a position in Visa in Q3 2021 and has held it in 17 quarters since.
  • Smith Shellnut Wilson's Visa position peaked at $645K in Q2 2025.
  • 4,308 funds tracked by Wall St. Rank held Visa as of Q3 2025.

Based on Smith Shellnut Wilson's 13F filing for Q3 2025, filed 27 Oct 2025.