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Visa shares owned by M3 Wealth Management

Quarter-by-quarter ownership of Visa (V) shares owned by M3 Wealth Management from 13F filings

Historical chart of M3 Wealth Management investment in Visa

Tip: Access up to 7 years of quarterly data

All positions including Visa held by M3 Wealth Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Visa by M3 Wealth Management

Quarter filed Position value Share count Share price at filing
2025-12-31 $8.7M 25k 350.71

More positions owned by M3 Wealth Management

Ishares Tr Rus 1000 Etf (IWB)
Visa Com Cl A (V)
Apple (AAPL)
Vanguard Admiral Fds 500 Grth Idx F (VOOG)
Microsoft Corporation (MSFT)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Alphabet Cap Stk Cl C (GOOG)
Vanguard Index Fds Small Cp Etf (VB)
Amazon (AMZN)
Chevron Corporation (CVX)
Verizon Communications (VZ)
Ishares Gold Tr Ishares New (IAU)
Johnson & Johnson (JNJ)
NVIDIA Corporation (NVDA)
Exxon Mobil Corporation (XOM)

View all positions for M3 Wealth Management

Top funds holding Visa

Vanguard Group
BlackRock
State Street Corporation
FMR
Geode Capital Management
TCI Fund Management
Capital World Investors
Capital Research and Management Company - Division 3
Alliancebernstein
Northern Trust
Goldman Sachs Group
Jpmorgan Chase & Co
UBS Group
Charles Schwab Investment Management
Ameriprise Financial

View all funds holding Visa