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Position history for Williams Jones Wealth Management, LLC.'s holdings in VISA INC

Williams Jones Wealth Management, LLC. holds 1.1M shares of V (VISA INC), worth $325.2M as of 2026-Q1. The position was decreased (-1.1% shares). V represents 4.0% of Williams Jones Wealth Management, LLC.'s portfolio.

Current Value

$325.2M

Current Shares

1.1M

Total Value Change

+$18M

Total Shares Change

-94,566

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q1
Latest
Decreased
1.1M
-1.1%
$325.2M4.0%$320.83
0
2025-Q4
Decreased
1.1M
-1.3%
$381.6M4.3%$352.89
0
2025-Q3
Decreased
1.1M
-0.2%
$376.3M4.3%$338.79
0
2025-Q2
Decreased
1.1M
-1.2%
$392.2M4.7%$346.60
0
2025-Q1
Decreased
1.1M
-1.2%
$392M5.0%$340.30
0
2024-Q4
Decreased
1.1M
-1.6%
$357.7M4.3%$312.44
0
2024-Q3
Decreased
1.1M
-1.8%
$316.1M3.7%$272.15
0
2024-Q2
Decreased
1.2M
-0.5%
$307.3M3.8%$259.07
0

Other major holders of V: VANGUARD GROUP INC, BlackRock, Inc.

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