AIIMS
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Analyst IMS Investment Management Services’s Visa V Stock Holding History

Analyst IMS Investment Management Services’s Portfolio V Stock Details V Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$1.2M Buy
3,977
+184
+5% +$59.2K 0.04% 78
2025
Q4 		$1.33M Sell
3,793
-2,448
-39% -$834K 0.04% 70
2025
Q3 		$2.13M Sell
6,241
-6,636
-52% -$2.3M 0.07% 61
2025
Q2 		$4.57M Buy
12,877
+298
+2% +$104K 0.16% 39
2025
Q1 		$4.41M Buy
12,579
+5,047
+67% +$1.71M 0.17% 40
2024
Q4 		$2.38M Buy
7,532
+1,077
+17% +$324K 0.09% 56
2024
Q3 		$1.77M Buy
6,455
+2,222
+52% +$601K 0.07% 59
2024
Q2 		$1.11M Buy
4,233
+2,705
+177% +$741K 0.05% 65
2024
Q1 		$426K Buy
1,528
+188
+14% +$51.9K 0.02% 95
2023
Q4 		$349K Hold
1,340
– – 0.02% 88
2023
Q3 		$310K Hold
1,340
– – 0.02% 89
2023
Q2 		$314K Hold
1,340
– – 0.02% 81
2023
Q1 		$298K Hold
1,340
– – 0.02% 81
2022
Q4 		$279K Hold
1,340
– – 0.02% 91
2022
Q3 		$241K Sell
1,340
-1,075
-45% -$219K 0.02% 92
2022
Q2 		$476K Hold
2,415
– – 0.05% 81
2022
Q1 		$535K Sell
2,415
-8
-0.3% -$1.73K 0.05% 81
2021
Q4 		$528K Buy
2,423
+8
+0.3% +$1.72K 0.05% 82
2021
Q3 		$537K Buy
2,415
+231
+11% +$54.2K 0.07% 83
2021
Q2 		$510K Buy
+2,184
New +$499K 0.06% 85
2018
Q4 		– Sell
-1,084
Closed -$163 – 160
2018
Q3 		$163 Buy
+1,084
New +$154K 0.03% 106

Other funds holding V

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
TCI Fund Management
TCI Fund Management London, United Kingdom $45.2B AUM 12.74% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Analyst IMS Investment Management Services's V Position: Q1 2026 in Review

Analyst IMS Investment Management Services increased its Visa (V) stake by 4.9% in Q1 2026, buying an estimated $59.2K and bringing the position to 3,977 shares worth $1.2M. The position accounts for 0.04% of the portfolio, ranked #78.

Analyst IMS Investment Management Services first reported a position in V in Q3 2018 and has held it in 21 quarters since. The position peaked at $4.57M in Q2 2025. 4,447 funds tracked by Wall St. Rank hold V as of Q1 2026.

  • Analyst IMS Investment Management Services held 3,977 shares of Visa worth $1.2M as of Q1 2026.
  • Analyst IMS Investment Management Services bought 184 Visa shares in Q1 2026, an estimated $59.2K.
  • Visa made up 0.04% of Analyst IMS Investment Management Services's portfolio in Q1 2026, its #78 holding.
  • Analyst IMS Investment Management Services first reported a position in Visa in Q3 2018 and has held it in 21 quarters since.
  • Analyst IMS Investment Management Services's Visa position peaked at $4.57M in Q2 2025.
  • 4,447 funds tracked by Wall St. Rank held Visa as of Q1 2026.

Based on Analyst IMS Investment Management Services's 13F filing for Q1 2026, filed 23 Apr 2026.