Cornerstone Wealth Management, LLC

Position in V — Visa Inc.

CIK 1674117 ST. PETERS, MO

Position in V

as of Jun 30, 2026 · filed Jul 22, 2026 Compact

Position Value

$4,394,639

+$598,505 QoQ

Shares Held

12,809

+2.0% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.49%

of 13F equity value

Holder Rank

#1,760

of 4,491 holders

Holding Since

Mar 2020

25 quarters on record

Voting authority Sole 10% Shared 0% None 90%

Financial Services · as of Jun 30, 2026

Cornerstone Wealth Management, LLC holds $8,891,831 across 5 Credit Services names. V ranks #1 (49.4% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	V	Visa Inc. This page	12,809	$4,394,639
2	MA	Mastercard Inc	4,928	$2,531,020
3	AXP	American Express Co	3,250	$1,099,312
4	COF	Capital One Financial Corp	3,271	$656,228
5	PYPL	PayPal Holdings, Inc.	4,878	$210,632

25 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$4,394,639	12,809	+2.0%	Shares	Sole	2026-07-22
2026-03-31	$3,796,134	12,560	-1.5%	Shares	Sole	2026-04-24
2025-12-31	$4,469,798	12,745	-2.7%	Shares	Sole	2026-02-05
2025-09-30	$4,470,029	13,094	+1.8%	Shares	Sole	2025-11-04
2025-06-30	$4,566,298	12,861	+0.6%	Shares	Sole	2025-08-12
2025-03-31	$4,480,280	12,784	+4.3%	Shares	Sole	2025-04-18
2024-12-31	$3,874,334	12,259	+6.4%	Shares	Sole	2025-01-21
2024-09-30	$3,167,149	11,519	-2.7%	Shares	Sole	2024-10-16
2024-06-30	$3,108,432	11,843	+6.0%	Shares	Sole	2024-07-16
2024-03-31	$3,118,998	11,176	+2.1%	Shares	Sole	2024-04-19
2023-12-31	$2,850,051	10,947	-18.6%	Shares	Sole	2024-01-10
2023-09-30	$3,091,794	13,442	+25.6%	Shares	Sole	2023-11-07
2023-06-30	$2,541,036	10,700	-1.3%	Shares	Sole	2023-07-14
2023-03-31	$2,444,211	10,841	-4.6%	Shares	Sole	2023-05-15
2022-09-30	$2,019,525	11,368	+3.7%	Shares	Sole	2022-10-14
2022-06-30	$2,158,505	10,963	+17.7%	Shares	Sole	2022-08-04
2022-03-31	$2,066,452	9,318	-13.7%	Shares	Sole	2022-04-21
2021-12-31	$2,339,601	10,796	+8.7%	Shares	Sole	2022-02-14
2021-09-30	$2,212,798	9,934	+0.5%	Shares	Sole	2021-11-12
2021-06-30	$2,311,778	9,887	+1.2%	Shares	Sole	2021-08-09
2021-03-31	$2,069,025	9,772	-0.5%	Shares	Sole	2021-04-30
2020-12-31	$2,149,240	9,826	+17.3%	Shares	Sole	2021-01-29
2020-09-30	$1,675,148	8,377	+22.4%	Shares	Sole	2020-10-13
2020-06-30	$1,321,862	6,843	+8.2%	Shares	Sole	2020-07-16
2020-03-31	$1,019,406	6,327	—	Shares	Sole	2020-05-13
No filing history on record for this holder in this stock.