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Beaumont Financial Advisors’s Visa V Stock Holding History

Beaumont Financial Advisors’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 		$19M Sell
62,705
-84
-0.1% -$27K 1.3% 23
2025
Q4 		$22M Sell
62,789
-830
-1% -$283K 1.45% 22
2025
Q3 		$21.7M Sell
63,619
-1,062
-2% -$368K 1.45% 22
2025
Q2 		$23M Sell
64,681
-4,156
-6% -$1.45M 1.66% 18
2025
Q1 		$24.1M Sell
68,837
-1,036
-1% -$351K 1.89% 11
2024
Q4 		$22.1M Sell
69,873
-1,187
-2% -$357K 1.66% 19
2024
Q3 		$19.5M Sell
71,060
-1,535
-2% -$415K 1.53% 24
2024
Q2 		$19.1M Buy
72,595
+2,441
+3% +$669K 1.52% 23
2024
Q1 		$19.6M Buy
70,154
+198
+0.3% +$54.7K 1.61% 21
2023
Q4 		$18.2M Sell
69,956
-652
-0.9% -$161K 1.66% 20
2023
Q3 		$16.2M Buy
70,608
+140
+0.2% +$33.7K 1.62% 18
2023
Q2 		$16.7M Sell
70,468
-764
-1% -$175K 1.55% 22
2023
Q1 		$16.1M Sell
71,232
-2,888
-4% -$643K 1.63% 18
2022
Q4 		$15.4M Sell
74,120
-3,788
-5% -$764K 1.55% 18
2022
Q3 		$13.8M Buy
77,908
+219
+0.3% +$44.6K 1.33% 19
2022
Q2 		$15.3M Sell
77,689
-503
-0.6% -$104K 1.37% 19
2022
Q1 		$17.3M Buy
78,192
+824
+1% +$178K 1.32% 18
2021
Q4 		$16.8M Sell
77,368
-1,541
-2% -$331K 1.22% 24
2021
Q3 		$17.6M Buy
78,909
+656
+0.8% +$154K 1.36% 21
2021
Q2 		$18.3M Buy
78,253
+2,761
+4% +$631K 1.4% 20
2021
Q1 		$16M Sell
75,492
-29
-0% -$6.1K 1.35% 20
2020
Q4 		$16.5M Sell
75,521
-10,826
-13% -$2.22M 1.47% 16
2020
Q3 		$17.3M Buy
86,347
+1,547
+2% +$309K 1.65% 16
2020
Q2 		$16.4M Sell
84,800
-17,968
-17% -$3.28M 1.71% 15
2020
Q1 		$16.6M Sell
102,768
-4,080
-4% -$769K 2.09% 12
2019
Q4 		$20.1M Sell
106,848
-3,233
-3% -$582K 1.97% 8
2019
Q3 		$18.9M Sell
110,081
-3,750
-3% -$668K 1.89% 18
2019
Q2 		$19.8M Sell
113,831
-12,854
-10% -$2.1M 2.04% 17
2019
Q1 		$19.8M Sell
126,685
-7,083
-5% -$1.02M 2.12% 17
2018
Q4 		$17.6M Sell
133,768
-4,789
-3% -$661K 2.88% 6
2018
Q3 		$20.8M Sell
138,557
-3,073
-2% -$437K 2.07% 17
2018
Q2 		$18.8M Sell
141,630
-2,078
-1% -$267K 1.99% 15
2018
Q1 		$17.2M Buy
143,708
+3,333
+2% +$404K 1.92% 14
2017
Q4 		$16M Sell
140,375
-2,058
-1% -$227K 1.88% 19
2017
Q3 		$15M Sell
142,433
-2,117
-1% -$215K 1.87% 18
2017
Q2 		$13.6M Sell
144,550
-8,338
-5% -$774K 1.76% 19
2017
Q1 		$13.6M Buy
152,888
+4,448
+3% +$383K 1.86% 18
2016
Q4 		$11.6M Buy
148,440
+5,762
+4% +$463K 1.75% 17
2016
Q3 		$11.8M Sell
142,678
-683
-0.5% -$54.7K 1.87% 12
2016
Q2 		$10.6M Sell
143,361
-20,663
-13% -$1.62M 1.74% 18
2016
Q1 		$10.7M Buy
164,024
+28,794
+21% +$2.09M 1.74% 15
2015
Q4 		$10.5M Sell
135,230
-31,226
-19% -$2.42M 1.73% 24
2015
Q3 		$11.2M Hold
166,456
– – 1.62% 26
2015
Q2 		$11.2M Sell
166,456
-4,388
-3% -$297K 1.62% 26
2015
Q1 		$11.2M Sell
170,844
-1,816
-1% -$120K 0.39% 52
2014
Q4 		$11.3M Sell
172,660
-1,108
-0.6% -$66.7K 0.54% 54
2014
Q3 		$9.27M Sell
173,768
-1,144
-0.7% -$61.5K 0.61% 59
2014
Q2 		$9.21M Buy
174,912
+79,104
+83% +$4.13M 0.65% 62
2014
Q1 		$5.17M Buy
95,808
+35,756
+60% +$1.99M 0.42% 56
2013
Q4 		$3.34M Buy
+60,052
New +$3.03M 0.28% 74

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

Beaumont Financial Advisors's V Position: Q1 2026 in Review

Beaumont Financial Advisors reduced its Visa (V) stake by 0.13% in Q1 2026, selling an estimated $27K and leaving 62,705 shares worth $19M. The position accounts for 1.3% of the portfolio, ranked #23.

Beaumont Financial Advisors first reported a position in V in Q4 2013 and has held it in 50 quarters since. The position peaked at $24.1M in Q1 2025. 4,451 funds tracked by Wall St. Rank hold V as of Q1 2026.

  • Beaumont Financial Advisors held 62,705 shares of Visa worth $19M as of Q1 2026.
  • Beaumont Financial Advisors sold 84 Visa shares in Q1 2026, an estimated $27K.
  • Visa made up 1.3% of Beaumont Financial Advisors's portfolio in Q1 2026, its #23 holding.
  • Beaumont Financial Advisors first reported a position in Visa in Q4 2013 and has held it in 50 quarters since.
  • Beaumont Financial Advisors's Visa position peaked at $24.1M in Q1 2025.
  • 4,451 funds tracked by Wall St. Rank held Visa as of Q1 2026.

Based on Beaumont Financial Advisors's 13F filing for Q1 2026, filed 5 May 2026.