Allen Investment Management’s Visa V Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $327M | Sell |
1,080,710
-48,936
| -4% | -$15.7M | 4.04% | 7 |
|
|
2025
Q4 | $396M | Sell |
1,129,646
-40,276
| -3% | -$13.7M | 4.39% | 5 |
|
|
2025
Q3 | $399M | Sell |
1,169,922
-172,821
| -13% | -$59.8M | 4.44% | 5 |
|
|
2025
Q2 | $477M | Sell |
1,342,743
-497,365
| -27% | -$173M | 5.2% | 5 |
|
|
2025
Q1 | $645M | Sell |
1,840,108
-4,404
| -0.2% | -$1.49M | 7.52% | 1 |
|
|
2024
Q4 | $583M | Sell |
1,844,512
-168,106
| -8% | -$50.5M | 6.73% | 4 |
|
|
2024
Q3 | $553M | Sell |
2,012,618
-79,796
| -4% | -$21.6M | 6.57% | 4 |
|
|
2024
Q2 | $549M | Buy |
2,092,414
+162,974
| +8% | +$44.7M | 6.67% | 5 |
|
|
2024
Q1 | $538M | Buy |
1,929,440
+75,870
| +4% | +$20.9M | 6.76% | 5 |
|
|
2023
Q4 | $483M | Buy |
1,853,570
+3,840
| +0.2% | +$946K | 6.45% | 4 |
|
|
2023
Q3 | $425M | Buy |
1,849,730
+6,835
| +0.4% | +$1.64M | 6.22% | 4 |
|
|
2023
Q2 | $438M | Buy |
1,842,895
+880
| +0% | +$201K | 6.44% | 4 |
|
|
2023
Q1 | $415M | Buy |
1,842,015
+13,916
| +0.8% | +$3.1M | 6.96% | 3 |
|
|
2022
Q4 | $380M | Buy |
1,828,099
+28,784
| +2% | +$5.8M | 6.1% | 5 |
|
|
2022
Q3 | $320M | Buy |
1,799,315
+94,728
| +6% | +$19.3M | 5.52% | 6 |
|
|
2022
Q2 | $336M | Sell |
1,704,587
-13,117
| -0.8% | -$2.71M | 5.43% | 5 |
|
|
2022
Q1 | $381M | Buy |
1,717,704
+117,068
| +7% | +$25.3M | 5.11% | 6 |
|
|
2021
Q4 | $347M | Sell |
1,600,636
-163,729
| -9% | -$35.1M | 4.35% | 9 |
|
|
2021
Q3 | $393M | Buy |
1,764,365
+8,899
| +0.5% | +$2.09M | 5.38% | 7 |
|
|
2021
Q2 | $410M | Buy |
1,755,466
+165,136
| +10% | +$37.8M | 5.53% | 6 |
|
|
2021
Q1 | $337M | Buy |
1,590,330
+75,617
| +5% | +$15.9M | 5.18% | 5 |
|
|
2020
Q4 | $331M | Buy |
1,514,713
+443,700
| +41% | +$90.8M | 5.63% | 5 |
|
|
2020
Q3 | $214M | Buy |
1,071,013
+103,764
| +11% | +$20.7M | 3.98% | 12 |
|
|
2020
Q2 | $187M | Buy |
967,249
+504,066
| +109% | +$92.1M | 3.93% | 11 |
|
|
2020
Q1 | $74.6M | Buy |
463,183
+433,778
| +1,475% | +$81.7M | 2.24% | 15 |
|
|
2019
Q4 | $5.53M | Buy |
29,405
+4,875
| +20% | +$878K | 0.13% | 68 |
|
|
2019
Q3 | $4.22M | Sell |
24,530
-437
| -2% | -$77.8K | 0.11% | 73 |
|
|
2019
Q2 | $4.33M | Buy |
24,967
+969
| +4% | +$159K | 0.12% | 71 |
|
|
2019
Q1 | $3.75M | Buy |
23,998
+5,421
| +29% | +$781K | 0.12% | 71 |
|
|
2018
Q4 | $2.45M | Buy |
18,577
+1,743
| +10% | +$241K | 0.1% | 73 |
|
|
2018
Q3 | $2.53M | Buy |
16,834
+6,166
| +58% | +$877K | 0.09% | 80 |
|
|
2018
Q2 | $1.41M | Buy |
10,668
+336
| +3% | +$43.2K | 0.05% | 88 |
|
|
2018
Q1 | $1.24M | Sell |
10,332
-1,377
| -12% | -$167K | 0.05% | 86 |
|
|
2017
Q4 | $1.33M | Sell |
11,709
-122
| -1% | -$13.5K | 0.06% | 79 |
|
|
2017
Q3 | $1.25M | Buy |
11,831
+1,322
| +13% | +$134K | 0.06% | 89 |
|
|
2017
Q2 | $986K | Buy |
+10,509
| New | +$975K | 0.05% | 99 |
|
Other funds holding V
VCM
VPM
Allen Investment Management's V Position: Q1 2026 in Review
Allen Investment Management reduced its Visa (V) stake by 4.3% in Q1 2026, selling an estimated $15.7M and leaving 1,080,710 shares worth $327M. The position accounts for 4.04% of the portfolio, ranked #7.
Allen Investment Management first reported a position in V in Q2 2017 and has held it in 36 quarters since. The position peaked at $645M in Q1 2025. 4,450 funds tracked by Wall St. Rank hold V as of Q1 2026.
- Allen Investment Management held 1,080,710 shares of Visa worth $327M as of Q1 2026.
- Allen Investment Management sold 48,936 Visa shares in Q1 2026, an estimated $15.7M.
- Visa made up 4.04% of Allen Investment Management's portfolio in Q1 2026, its #7 holding.
- Allen Investment Management first reported a position in Visa in Q2 2017 and has held it in 36 quarters since.
- Allen Investment Management's Visa position peaked at $645M in Q1 2025.
- 4,450 funds tracked by Wall St. Rank held Visa as of Q1 2026.
Based on Allen Investment Management's 13F filing for Q1 2026, filed 7 May 2026.