Beck Mack & Oliver’s Visa V Stock Holding History

Beck Mack & Oliver’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	$4.74M	Sell	15,693 -123	-0.8%	-$39.6K	0.1%	69
2025 Q4	$5.55M	Buy	15,816 +2,391	+18%	+$815K	0.1%	66
2025 Q3	$4.58M	Hold	13,425	–	–	0.08%	73
2025 Q2	$4.77M	Sell	13,425 -887	-6%	-$309K	0.09%	72
2025 Q1	$5.02M	Buy	14,312 +272	+2%	+$92K	0.1%	72
2024 Q4	$4.44M	Buy	14,040 +51	+0.4%	+$15.3K	0.08%	74
2024 Q3	$3.85M	Buy	13,989 +3,135	+29%	+$848K	0.07%	76
2024 Q2	$2.85M	Buy	10,854 +6	+0.1%	+$1.65K	0.06%	80
2024 Q1	$3.03M	Buy	10,848 +1,312	+14%	+$362K	0.06%	79
2023 Q4	$2.48M	Buy	9,536 +1,225	+15%	+$302K	0.06%	80
2023 Q3	$1.91M	Buy	8,311 +611	+8%	+$147K	0.05%	85
2023 Q2	$1.83M	Hold	7,700	–	–	0.05%	87
2023 Q1	$1.74M	Hold	7,700	–	–	0.05%	86
2022 Q4	$1.6M	Sell	7,700 -15	-0.2%	-$3.02K	0.05%	92
2022 Q3	$1.37M	Sell	7,715 -400	-5%	-$81.4K	0.04%	93
2022 Q2	$1.6M	Buy	8,115 +781	+11%	+$161K	0.05%	93
2022 Q1	$1.63M	Sell	7,334 -50	-0.7%	-$10.8K	0.04%	98
2021 Q4	$1.6M	Hold	7,384	–	–	0.04%	98
2021 Q3	$1.65M	Buy	7,384 +89	+1%	+$20.9K	0.04%	96
2021 Q2	$1.71M	Hold	7,295	–	–	0.05%	92
2021 Q1	$1.54M	Hold	7,295	–	–	0.05%	93
2020 Q4	$1.6M	Sell	7,295 -205	-3%	-$42K	0.05%	92
2020 Q3	$1.5M	Sell	7,500 -309	-4%	-$61.7K	0.06%	89
2020 Q2	$1.51M	Hold	7,809	–	–	0.06%	89
2020 Q1	$1.26M	Sell	7,809 -2,375	-23%	-$447K	0.06%	90
2019 Q4	$1.91M	Buy	10,184 +20	+0.2%	+$3.6K	0.06%	88
2019 Q3	$1.75M	Buy	10,164 +50	+0.5%	+$8.91K	0.06%	91
2019 Q2	$1.75M	Buy	10,114 +215	+2%	+$35.2K	0.06%	89
2019 Q1	$1.55M	Buy	9,899 +2,690	+37%	+$388K	0.06%	97
2018 Q4	$951K	Sell	7,209 -1,000	-12%	-$138K	0.04%	114
2018 Q3	$1.23M	Hold	8,209	–	–	0.04%	113
2018 Q2	$1.09M	Sell	8,209 -75	-0.9%	-$9.65K	0.04%	116
2018 Q1	$991K	Sell	8,284 -1,800	-18%	-$218K	0.03%	118
2017 Q4	$1.15M	Hold	10,084	–	–	0.04%	111
2017 Q3	$1.06M	Hold	10,084	–	–	0.03%	118
2017 Q2	$946K	Hold	10,084	–	–	0.03%	118
2017 Q1	$896K	Hold	10,084	–	–	0.03%	117
2016 Q4	$787K	Hold	10,084	–	–	0.03%	124
2016 Q3	$834K	Sell	10,084 -1,136	-10%	-$90.9K	0.03%	130
2016 Q2	$832K	Hold	11,220	–	–	0.03%	160
2016 Q1	$858K	Hold	11,220	–	–	0.03%	160
2015 Q4	$870K	Sell	11,220 -400	-3%	-$31K	0.03%	156
2015 Q3	$809K	Sell	11,620 -1,300	-10%	-$92.8K	0.02%	180
2015 Q2	$868K	Sell	12,920 -1,824	-12%	-$124K	0.02%	188
2015 Q1	$964K	Sell	14,744 -1,000	-6%	-$66.1K	0.02%	179
2014 Q4	$1.03M	Hold	15,744	–	–	0.03%	171
2014 Q3	$840K	Sell	15,744 -1,000	-6%	-$53.7K	0.02%	196
2014 Q2	$882K	Sell	16,744 -576	-3%	-$30.1K	0.02%	190
2014 Q1	$935K	Sell	17,320 -600	-3%	-$33.3K	0.02%	184
2013 Q4	$998K	Sell	17,920 -192	-1%	-$9.68K	0.02%	184
2013 Q3	$865K	Buy	18,112 +920	+5%	+$42.5K	0.02%	190
2013 Q2	$785K	Buy	+17,192	New	+$752K	0.02%	191

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

Beck Mack & Oliver's V Position: Q1 2026 in Review

Beck Mack & Oliver reduced its Visa (V) stake by 0.78% in Q1 2026, selling an estimated $39.6K and leaving 15,693 shares worth $4.74M. The position accounts for 0.1% of the portfolio, ranked #69.

Beck Mack & Oliver first reported a position in V in Q2 2013 and has held it in 52 quarters since. The position peaked at $5.55M in Q4 2025. 4,451 funds tracked by Wall St. Rank hold V as of Q1 2026.

Beck Mack & Oliver held 15,693 shares of Visa worth $4.74M as of Q1 2026.
Beck Mack & Oliver sold 123 Visa shares in Q1 2026, an estimated $39.6K.
Visa made up 0.1% of Beck Mack & Oliver's portfolio in Q1 2026, its #69 holding.
Beck Mack & Oliver first reported a position in Visa in Q2 2013 and has held it in 52 quarters since.
Beck Mack & Oliver's Visa position peaked at $5.55M in Q4 2025.
4,451 funds tracked by Wall St. Rank held Visa as of Q1 2026.

Based on Beck Mack & Oliver's 13F filing for Q1 2026, filed 12 May 2026.