WCM Investment Management
V icon

WCM Investment Management’s Visa V Stock Holding History

WCM Investment 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 		$619M Sell
2,064,855
-21,412
-1% -$6.89M 1.41% 30
2025
Q4 		$738M Sell
2,086,267
-52,102
-2% -$17.8M 1.52% 24
2025
Q3 		$727M Sell
2,138,369
-30,251
-1% -$10.5M 1.51% 24
2025
Q2 		$756M Buy
2,168,620
+88,225
+4% +$30.8M 1.73% 21
2025
Q1 		$713M Sell
2,080,395
-34,980
-2% -$11.8M 1.83% 23
2024
Q4 		$667M Sell
2,115,375
-13,029
-0.6% -$3.92M 1.57% 26
2024
Q3 		$586M Sell
2,128,404
-19,897
-0.9% -$5.38M 1.33% 28
2024
Q2 		$573M Sell
2,148,301
-36,593
-2% -$10M 1.35% 30
2024
Q1 		$610M Sell
2,184,894
-334,303
-13% -$92.3M 1.45% 27
2023
Q4 		$656M Buy
2,519,197
+25,366
+1% +$6.25M 1.81% 18
2023
Q3 		$574M Buy
2,493,831
+32,634
+1% +$7.84M 1.68% 21
2023
Q2 		$586M Sell
2,461,197
-15,754
-0.6% -$3.61M 1.75% 19
2023
Q1 		$558M Sell
2,476,951
-158,898
-6% -$35.4M 1.78% 18
2022
Q4 		$548M Buy
2,635,849
+162,635
+7% +$32.8M 1.83% 18
2022
Q3 		$445M Buy
2,473,214
+242,855
+11% +$49.4M 1.6% 17
2022
Q2 		$445M Sell
2,230,359
-80,851
-3% -$16.7M 1.6% 16
2022
Q1 		$513M Buy
2,311,210
+35,431
+2% +$7.66M 1.43% 19
2021
Q4 		$493M Buy
2,275,779
+95,008
+4% +$20.4M 1.11% 26
2021
Q3 		$486M Buy
2,180,771
+160,191
+8% +$37.6M 1.12% 26
2021
Q2 		$472M Sell
2,020,580
-2,690
-0.1% -$615K 1.2% 21
2021
Q1 		$428M Buy
2,023,270
+69,324
+4% +$14.6M 1.17% 16
2020
Q4 		$427M Buy
1,953,946
+295,166
+18% +$60.4M 1.16% 16
2020
Q3 		$332M Buy
1,658,780
+137,485
+9% +$27.5M 1.16% 16
2020
Q2 		$294M Buy
1,521,295
+152,699
+11% +$27.9M 1.13% 15
2020
Q1 		$221M Buy
1,368,596
+67,273
+5% +$12.7M 1.22% 17
2019
Q4 		$245M Sell
1,301,323
-25,654
-2% -$4.62M 1.31% 13
2019
Q3 		$228M Buy
1,326,977
+67,421
+5% +$12M 1.37% 13
2019
Q2 		$219M Buy
1,259,556
+168,758
+15% +$27.6M 1.37% 13
2019
Q1 		$170M Buy
1,090,798
+6,798
+0.6% +$980K 1.19% 15
2018
Q4 		$143M Buy
1,084,000
+72,812
+7% +$10.1M 1.28% 14
2018
Q3 		$152M Buy
1,011,188
+55,654
+6% +$7.91M 1.36% 12
2018
Q2 		$127M Buy
955,534
+156,389
+20% +$20.1M 1.31% 13
2018
Q1 		$95.6M Buy
799,145
+19,786
+3% +$2.4M 0.89% 12
2017
Q4 		$88.9M Buy
779,359
+75,153
+11% +$8.3M 1.01% 13
2017
Q3 		$74.1M Buy
704,206
+54,688
+8% +$5.55M 0.94% 13
2017
Q2 		$60.9M Buy
649,518
+119,331
+23% +$11.1M 0.94% 16
2017
Q1 		$47.1M Buy
530,187
+4,308
+0.8% +$371K 0.51% 37
2016
Q4 		$41M Buy
525,879
+61,565
+13% +$4.95M 0.5% 43
2016
Q3 		$38.4M Buy
464,314
+231,530
+99% +$18.5M 0.44% 42
2016
Q2 		$17.3M Buy
232,784
+25,058
+12% +$1.96M 0.28% 34
2016
Q1 		$15.9M Buy
+207,726
New +$15.1M 0.25% 37

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

WCM Investment Management's V Position: Q1 2026 in Review

WCM Investment Management reduced its Visa (V) stake by 1% in Q1 2026, selling an estimated $6.89M and leaving 2,064,855 shares worth $619M. The position accounts for 1.41% of the portfolio, ranked #30.

WCM Investment Management first reported a position in V in Q1 2016 and has held it in 41 quarters since. The position peaked at $756M in Q2 2025. 4,445 funds tracked by Wall St. Rank hold V as of Q1 2026.

  • WCM Investment Management held 2,064,855 shares of Visa worth $619M as of Q1 2026.
  • WCM Investment Management sold 21,412 Visa shares in Q1 2026, an estimated $6.89M.
  • Visa made up 1.41% of WCM Investment Management's portfolio in Q1 2026, its #30 holding.
  • WCM Investment Management first reported a position in Visa in Q1 2016 and has held it in 41 quarters since.
  • WCM Investment Management's Visa position peaked at $756M in Q2 2025.
  • 4,445 funds tracked by Wall St. Rank held Visa as of Q1 2026.

Based on WCM Investment Management's 13F filing for Q1 2026, filed 7 May 2026.