SEC 13F Intelligence

Palumbo Wealth Management LLC / V

Palumbo Wealth Management LLC’s Visa Inc Position

Does Palumbo Wealth Management LLC own Visa Inc (V)? Yes — 16.2K shares worth $5M (+1.20% of its 13F portfolio) as of Q1 2026, down from 17.5K shares the prior filed quarter.

Position Value
$5M
Q1 2026
Shares
16.2K
% of Portfolio
+1.20%
Quarters Held
21
currently held

Position History V

Reported value by quarter
Q1 ’21: $308,000Q1 ’21Q2 ’21: $368,000Q3 ’21: $362,000Q4 ’21: $464,000Q4 ’21Q1 ’22: $497,000Q2 ’22: $557,000Q3 ’22: $527,000Q3 ’22Q4 ’22: $693,758Q1 ’23: $820,914Q2 ’23: $1MQ2 ’23Q3 ’23: $2MQ4 ’23: $3MQ1 ’24: $4MQ1 ’24Q2 ’24: $4MQ3 ’24: $4MQ4 ’24: $5MQ4 ’24Q1 ’25: $6MQ2 ’25: $6MQ3 ’25: $6MQ3 ’25Q4 ’25: $6MQ1 ’26: $5Mfilingsflow.com
QuarterSharesValue% of Portfolio
Q1 202616.2K$5M+1.20%
Q4 202517.5K$6M+1.51%
Q3 202517.4K$6M+1.84%
Q2 202517.4K$6M+1.91%
Q1 202517.7K$6M+2.07%
Q4 202415.7K$5M+1.85%
Q3 202414.6K$4M+1.56%
Q2 202414.4K$4M+1.60%
Q1 202413.7K$4M+1.71%
Q4 202310.3K$3M+1.37%
Q3 20239.7K$2M+1.23%
Q2 20234.6K$1M+0.67%
Q1 20233.6K$820,914+0.55%
Q4 20223.3K$693,758+0.55%
Q3 20223.0K$527,000+0.45%
Q2 20222.8K$557,000+0.44%
Q1 20222.2K$497,000+0.32%
Q4 20212.1K$464,000+0.29%
Q3 20211.6K$362,000+0.24%
Q2 20211.6K$368,000+0.25%
Q1 20211.5K$308,000+0.23%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Palumbo Wealth Management LLC’s full portfolio or all institutional holders of V.