SWM
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Stockman Wealth Management’s Visa V Stock Holding History

Stockman 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
Q2 		$796K Sell
2,320
-106
-4% -$34K 0.08% 90
2026
Q1 		$733K Buy
2,426
+50
+2% +$16.1K 0.08% 88
2025
Q4 		$833K Sell
2,376
-692
-23% -$236K 0.1% 83
2025
Q3 		$1.05M Sell
3,068
-2
-0.1% -$692 0.13% 77
2025
Q2 		$1.09M Hold
3,070
– – 0.15% 72
2025
Q1 		$1.08M Buy
3,070
+59
+2% +$20K 0.16% 69
2024
Q4 		$952K Buy
3,011
+14
+0.5% +$4.21K 0.15% 71
2024
Q3 		$824K Sell
2,997
-8
-0.3% -$2.16K 0.13% 78
2024
Q2 		$789K Buy
3,005
+698
+30% +$191K 0.14% 78
2024
Q1 		$644K Buy
2,307
+46
+2% +$12.7K 0.11% 86
2023
Q4 		$589K Sell
2,261
-46
-2% -$11.3K 0.12% 85
2023
Q3 		$531K Sell
2,307
-83
-3% -$20K 0.12% 94
2023
Q2 		$568K Sell
2,390
-46
-2% -$10.5K 0.12% 96
2023
Q1 		$549K Buy
2,436
+37
+2% +$8.24K 0.12% 97
2022
Q4 		$498K Buy
2,399
+185
+8% +$37.3K 0.11% 113
2022
Q3 		$393K Sell
2,214
-215
-9% -$43.8K 0.11% 112
2022
Q2 		$478K Buy
2,429
+209
+9% +$43.2K 0.12% 100
2022
Q1 		$492K Buy
2,220
+60
+3% +$13K 0.1% 108
2021
Q4 		$468K Buy
2,160
+640
+42% +$137K 0.1% 124
2021
Q3 		$339K Buy
1,520
+96
+7% +$22.5K 0.08% 145
2021
Q2 		$333K Buy
1,424
+19
+1% +$4.34K 0.08% 147
2021
Q1 		$297K Hold
1,405
– – 0.08% 142
2020
Q4 		$307K Buy
1,405
+215
+18% +$44K 0.09% 130
2020
Q3 		$238K Hold
1,190
– – 0.09% 138
2020
Q2 		$230K Buy
+1,190
New +$217K 0.09% 140
2020
Q1 		– Sell
-1,190
Closed -$224K – 171
2019
Q4 		$224K Hold
1,190
– – 0.08% 152
2019
Q3 		$205K Hold
1,190
– – 0.08% 148
2019
Q2 		$207K Buy
+1,190
New +$195K 0.08% 142

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

Stockman Wealth Management's V Position: Q2 2026 in Review

Stockman Wealth Management reduced its Visa (V) stake by 4.4% in Q2 2026, selling an estimated $34K and leaving 2,320 shares worth $796K. The position accounts for 0.08% of the portfolio, ranked #90.

Stockman Wealth Management first reported a position in V in Q2 2019 and has held it in 28 quarters since. The position peaked at $1.09M in Q2 2025. 4,562 funds tracked by Wall St. Rank hold V as of Q2 2026.

  • Stockman Wealth Management held 2,320 shares of Visa worth $796K as of Q2 2026.
  • Stockman Wealth Management sold 106 Visa shares in Q2 2026, an estimated $34K.
  • Visa made up 0.08% of Stockman Wealth Management's portfolio in Q2 2026, its #90 holding.
  • Stockman Wealth Management first reported a position in Visa in Q2 2019 and has held it in 28 quarters since.
  • Stockman Wealth Management's Visa position peaked at $1.09M in Q2 2025.
  • 4,562 funds tracked by Wall St. Rank held Visa as of Q2 2026.

Based on Stockman Wealth Management's 13F filing for Q2 2026, filed 11 Aug 2026.