Barbara Oil Co’s Visa V Stock Holding History

Barbara Oil Co’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	$1.01M	Sell	3,350 -3,600	-52%	-$1.16M	0.39%	63
2025 Q4	$2.44M	Hold	6,950	–	–	0.9%	35
2025 Q3	$2.37M	Hold	6,950	–	–	0.88%	36
2025 Q2	$2.47M	Hold	6,950	–	–	0.97%	33
2025 Q1	$2.44M	Hold	6,950	–	–	0.99%	34
2024 Q4	$2.2M	Hold	6,950	–	–	0.91%	35
2024 Q3	$1.91M	Hold	6,950	–	–	0.78%	42
2024 Q2	$1.82M	Hold	6,950	–	–	0.8%	39
2024 Q1	$1.94M	Hold	6,950	–	–	0.82%	38
2023 Q4	$1.81M	Hold	6,950	–	–	0.81%	38
2023 Q3	$1.6M	Hold	6,950	–	–	0.76%	38
2023 Q2	$1.65M	Hold	6,950	–	–	0.76%	41
2023 Q1	$1.57M	Hold	6,950	–	–	0.75%	43
2022 Q4	$1.44M	Hold	6,950	–	–	0.69%	42
2022 Q3	$1.24M	Hold	6,950	–	–	0.68%	46
2022 Q2	$1.37M	Hold	6,950	–	–	0.71%	43
2022 Q1	$1.54M	Hold	6,950	–	–	0.71%	41
2021 Q4	$1.51M	Hold	6,950	–	–	0.65%	46
2021 Q3	$1.55M	Hold	6,950	–	–	0.73%	43
2021 Q2	$1.63M	Hold	6,950	–	–	0.75%	40
2021 Q1	$1.47M	Hold	6,950	–	–	0.71%	41
2020 Q4	$1.52M	Hold	6,950	–	–	0.77%	42
2020 Q3	$1.39M	Hold	6,950	–	–	0.76%	40
2020 Q2	$1.34M	Hold	6,950	–	–	0.78%	39
2020 Q1	$1.12M	Hold	6,950	–	–	0.75%	43
2019 Q4	$1.3M	Hold	6,950	–	–	0.69%	45
2019 Q3	$1.2M	Hold	6,950	–	–	0.68%	46
2019 Q2	$1.21M	Buy	6,950 +2,650	+62%	+$434K	0.69%	43
2019 Q1	$671K	Buy	4,300 +1,800	+72%	+$259K	0.4%	70
2018 Q4	$330K	Buy	+2,500	New	+$345K	0.22%	78

Other funds holding V

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

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 London, United Kingdom $45.2B AUM 12.74% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Barbara Oil Co's V Position: Q1 2026 in Review

Barbara Oil Co reduced its Visa (V) stake by 52% in Q1 2026, selling an estimated $1.16M and leaving 3,350 shares worth $1.01M. The position accounts for 0.39% of the portfolio, ranked #63.

Barbara Oil Co first reported a position in V in Q4 2018 and has held it in 30 quarters since. The position peaked at $2.47M in Q2 2025. 4,451 funds tracked by Wall St. Rank hold V as of Q1 2026.

Barbara Oil Co held 3,350 shares of Visa worth $1.01M as of Q1 2026.
Barbara Oil Co sold 3,600 Visa shares in Q1 2026, an estimated $1.16M.
Visa made up 0.39% of Barbara Oil Co's portfolio in Q1 2026, its #63 holding.
Barbara Oil Co first reported a position in Visa in Q4 2018 and has held it in 30 quarters since.
Barbara Oil Co's Visa position peaked at $2.47M in Q2 2025.
4,451 funds tracked by Wall St. Rank held Visa as of Q1 2026.

Based on Barbara Oil Co's 13F filing for Q1 2026, filed 13 May 2026.