Wambolt & Associates, LLC’s Visa Inc Position
Does Wambolt & Associates, LLC own Visa Inc (V)? Yes — 16.1K shares worth $6M (+1.92% of its 13F portfolio) as of Q2 2025, down from 16.8K shares the prior filed quarter.
Position Value
$6M
Q2 2025
Shares
16.1K
% of Portfolio
+1.92%
Quarters Held
27
currently held
Position History V
Reported value by quarter
| Quarter | Shares | Value | % of Portfolio |
|---|---|---|---|
| Q2 2025 | 16.1K | $6M | +1.92% |
| Q1 2025 | 16.8K | $6M | +1.97% |
| Q4 2024 | 18.4K | $6M | +1.86% |
| Q3 2024 | 23.1K | $6M | +1.75% |
| Q2 2024 | 21.4K | $6M | +1.64% |
| Q1 2024 | 20.1K | $6M | +1.67% |
| Q4 2023 | 17.4K | $5M | +1.48% |
| Q3 2023 | 16.0K | $4M | +1.34% |
| Q2 2023 | 14.8K | $4M | +1.25% |
| Q1 2023 | 14.4K | $3M | +1.17% |
| Q4 2022 | 14.1K | $3M | +1.12% |
| Q3 2022 | 14.1K | $3M | +1.07% |
| Q2 2022 | 13.3K | $3M | +1.05% |
| Q1 2022 | 12.6K | $3M | +1.04% |
| Q4 2021 | 12.1K | $3M | +0.95% |
| Q3 2021 | 10.2K | $2M | +0.94% |
| Q2 2021 | 9.1K | $2M | +0.91% |
| Q1 2021 | 8.4K | $2M | +0.95% |
| Q4 2020 | 6.9K | $2M | +0.90% |
| Q3 2020 | 5.5K | $1M | +0.82% |
| Q2 2020 | 4.5K | $877,000 | +0.69% |
| Q1 2020 | 4.2K | $684,000 | +0.71% |
| Q4 2019 | 4.1K | $771,000 | +0.59% |
| Q3 2019 | 3.7K | $639,000 | +0.53% |
| Q2 2019 | 3.6K | $627,000 | +0.53% |
| Q1 2019 | 3.2K | $508,000 | +0.46% |
| Q4 2018 | 3.0K | $401,000 | +0.44% |
Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Wambolt & Associates, LLC’s full portfolio or all institutional holders of V.