TMWM
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Taylor & Morgan Wealth Management’s Visa V Stock Holding History

Taylor & Morgan 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
-855
Closed -$300K – 83
2025
Q4 		$300K Buy
855
+49
+6% +$16.7K 0.17% 64
2025
Q3 		$275K Buy
806
+5
+0.6% +$1.73K 0.17% 63
2025
Q2 		$284K Buy
801
+1
+0.1% +$349 0.19% 59
2025
Q1 		$280K Buy
800
+1
+0.1% +$338 0.21% 56
2024
Q4 		$252K Buy
799
+1
+0.1% +$301 0.18% 58
2024
Q3 		$219K Sell
798
-56
-7% -$15.1K 0.15% 66
2024
Q2 		$224K Buy
854
+1
+0.1% +$274 0.16% 56
2024
Q1 		$238K Sell
853
-72
-8% -$19.9K 0.17% 55
2023
Q4 		$241K Buy
925
+1
+0.1% +$246 0.19% 55
2023
Q3 		$213K Buy
924
+1
+0.1% +$240 0.19% 52
2023
Q2 		$219K Buy
923
+1
+0.1% +$229 0.18% 54
2023
Q1 		$208K Sell
922
-58
-6% -$12.9K 0.18% 60
2022
Q4 		$204K Buy
+980
New +$198K 0.19% 59
2022
Q2 		– Sell
-977
Closed -$217K – 69
2022
Q1 		$217K Sell
977
-90
-8% -$19.5K 0.18% 58
2021
Q4 		$231K Buy
+1,067
New +$229K 0.19% 56

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

Taylor & Morgan Wealth Management's V Position: Q1 2026 in Review

Taylor & Morgan Wealth Management sold out of Visa (V) in Q1 2026, closing a stake of 855 shares — an estimated $300K sold.

Taylor & Morgan Wealth Management first reported a position in V in Q4 2021 and held it in 15 quarters. The position peaked at $300K in Q4 2025. 4,451 funds tracked by Wall St. Rank hold V as of Q1 2026.

  • Taylor & Morgan Wealth Management reported no remaining Visa position as of Q1 2026 after selling out during the quarter.
  • Taylor & Morgan Wealth Management sold 855 Visa shares in Q1 2026, an estimated $300K.
  • Taylor & Morgan Wealth Management first reported a position in Visa in Q4 2021 and held it in 15 quarters.
  • Taylor & Morgan Wealth Management's Visa position peaked at $300K in Q4 2025.
  • 4,451 funds tracked by Wall St. Rank held Visa as of Q1 2026.

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