BIM
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Baldwin Investment Management’s Visa V Stock Holding History

Baldwin Investment Management’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
Q2 		$8.22M Buy
23,968
+2,596
+12% +$833K 0.8% 18
2026
Q1 		$6.46M Buy
21,372
+50
+0.2% +$16.1K 0.75% 17
2025
Q4 		$7.48M Sell
21,322
-214
-1% -$72.9K 0.84% 14
2025
Q3 		$7.35M Buy
21,536
+30
+0.1% +$10.4K 0.84% 13
2025
Q2 		$7.64M Sell
21,506
-500
-2% -$174K 0.92% 11
2025
Q1 		$7.71M Buy
22,006
+3,920
+22% +$1.33M 0.93% 11
2024
Q4 		$5.72M Sell
18,086
-266
-1% -$80K 0.74% 14
2024
Q3 		$5.05M Sell
18,352
-195
-1% -$52.7K 0.63% 19
2024
Q2 		$4.87M Sell
18,547
-325
-2% -$89.1K 0.67% 19
2024
Q1 		$5.27M Buy
18,872
+110
+0.6% +$30.4K 0.71% 16
2023
Q4 		$4.88M Buy
18,762
+15
+0.1% +$3.7K 0.76% 16
2023
Q3 		$4.31M Sell
18,747
-375
-2% -$90.1K 0.72% 17
2023
Q2 		$4.54M Sell
19,122
-1,215
-6% -$278K 0.75% 14
2023
Q1 		$4.59M Sell
20,337
-1,715
-8% -$382K 0.81% 13
2022
Q4 		$4.58M Buy
22,052
+166
+0.8% +$33.5K 0.83% 13
2022
Q3 		$3.89K Sell
21,886
-1,198
-5% -$244K 0.79% 15
2022
Q2 		$4.54K Sell
23,084
-332
-1% -$68.6K 0.86% 12
2022
Q1 		$5.19K Buy
23,416
+725
+3% +$157K 0.79% 15
2021
Q4 		$4.92K Buy
22,691
+1,770
+8% +$380K 0.77% 19
2021
Q3 		$4.66M Sell
20,921
-3,285
-14% -$770K 0.81% 15
2021
Q2 		$5.66M Buy
24,206
+75
+0.3% +$17.1K 0.96% 7
2021
Q1 		$5.11M Buy
24,131
+715
+3% +$151K 0.93% 7
2020
Q4 		$5.12M Buy
23,416
+1,775
+8% +$363K 1.01% 8
2020
Q3 		$4.33M Buy
21,641
+4,635
+27% +$926K 1.01% 8
2020
Q2 		$3.29M Buy
17,006
+100
+0.6% +$18.3K 1.03% 6
2020
Q1 		$2.72M Sell
16,906
-350
-2% -$65.9K 0.94% 7
2019
Q4 		$3.24M Hold
17,256
– – 0.87% 8
2019
Q3 		$2.97M Sell
17,256
-349
-2% -$62.2K 0.86% 8
2019
Q2 		$3.06M Sell
17,605
-484
-3% -$79.2K 0.88% 9
2019
Q1 		$2.83M Sell
18,089
-400
-2% -$57.6K 0.85% 10
2018
Q4 		$2.44M Sell
18,489
-950
-5% -$131K 0.78% 10
2018
Q3 		$2.92M Sell
19,439
-950
-5% -$135K 0.84% 8
2018
Q2 		$2.7M Sell
20,389
-900
-4% -$116K 0.85% 8
2018
Q1 		$2.55M Sell
21,289
-300
-1% -$36.4K 0.91% 5
2017
Q4 		$2.46M Hold
21,589
– – 0.88% 6
2017
Q3 		$2.27M Sell
21,589
-125
-0.6% -$12.7K 0.86% 7
2017
Q2 		$2.04M Sell
21,714
-1,560
-7% -$145K 0.82% 8
2017
Q1 		$2.07M Sell
23,274
-838
-3% -$72.1K 0.8% 9
2016
Q4 		$1.88M Sell
24,112
-900
-4% -$72.4K 0.75% 9
2016
Q3 		$2.07M Sell
25,012
-1,700
-6% -$136K 0.88% 7
2016
Q2 		$1.98M Sell
26,712
-2,322
-8% -$182K 0.85% 9
2016
Q1 		$2.22M Sell
29,034
-6
-0% -$436 0.96% 6
2015
Q4 		$2.25M Sell
29,040
-260
-0.9% -$20.1K 1.01% 6
2015
Q3 		$2.04M Buy
29,300
+20
+0.1% +$1.43K 0.9% 6
2015
Q2 		$1.97M Sell
29,280
-260
-0.9% -$17.6K 0.81% 6
2015
Q1 		$1.93M Buy
29,540
+624
+2% +$41.3K 0.76% 7
2014
Q4 		$1.9M Buy
28,916
+220
+0.8% +$13.2K 0.73% 7
2014
Q3 		$1.53M Sell
28,696
-180
-0.6% -$9.67K 0.63% 15
2014
Q2 		$1.52M Sell
28,876
-1,200
-4% -$62.7K 0.66% 15
2014
Q1 		$1.62M Sell
30,076
-2,400
-7% -$133K 0.72% 10
2013
Q4 		$1.81M Sell
32,476
-600
-2% -$30.3K 0.81% 7
2013
Q3 		$1.58M Sell
33,076
-980
-3% -$45.3K 0.76% 11
2013
Q2 		$1.56M Buy
+34,056
New +$1.49M 0.77% 7

Other funds holding V

Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
ECU
Egerton Capital (UK) London, United Kingdom $10.4B AUM 25.66% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
RG
Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 1-Year Est. Return
SCI
Starlite Capital INC Dallas, Texas $9.7B AUM
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
WT
Wellcome Trust London, United Kingdom $9.01B AUM 12.05% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

Baldwin Investment Management's V Position: Q2 2026 in Review

Baldwin Investment Management increased its Visa (V) stake by 12% in Q2 2026, buying an estimated $833K and bringing the position to 23,968 shares worth $8.22M. The position accounts for 0.8% of the portfolio, ranked #18.

Baldwin Investment Management first reported a position in V in Q2 2013 and has held it in 53 quarters since. 2,190 funds tracked by Wall St. Rank hold V as of Q2 2026.

  • Baldwin Investment Management held 23,968 shares of Visa worth $8.22M as of Q2 2026.
  • Baldwin Investment Management bought 2,596 Visa shares in Q2 2026, an estimated $833K.
  • Visa made up 0.8% of Baldwin Investment Management's portfolio in Q2 2026, its #18 holding.
  • Baldwin Investment Management first reported a position in Visa in Q2 2013 and has held it in 53 quarters since.
  • 2,190 funds tracked by Wall St. Rank held Visa as of Q2 2026.

Based on Baldwin Investment Management's 13F filing for Q2 2026, filed 28 Jul 2026.