CIM
V icon

CIM Investment Management’s Visa V Stock Holding History

CIM 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
Q1 		$1.33M Sell
4,415
-17
-0.4% -$5.47K 0.36% 47
2025
Q4 		$1.55M Hold
4,432
– – 0.41% 41
2025
Q3 		$1.51M Sell
4,432
-37
-0.8% -$12.8K 0.41% 40
2025
Q2 		$1.59M Sell
4,469
-15
-0.3% -$5.23K 0.3% 68
2025
Q1 		$1.57M Buy
4,484
+460
+11% +$156K 0.36% 31
2024
Q4 		$1.27M Sell
4,024
-56
-1% -$16.8K 0.37% 45
2024
Q3 		$1.12M Sell
4,080
-163
-4% -$44.1K 0.33% 51
2024
Q2 		$1.11M Sell
4,243
-53
-1% -$14.5K 0.34% 49
2024
Q1 		$1.2M Hold
4,296
– – 0.36% 48
2023
Q4 		$1.12M Hold
4,296
– – 0.36% 52
2023
Q3 		$988K Sell
4,296
-88
-2% -$21.2K 0.36% 50
2023
Q2 		$1.04M Buy
4,384
+8
+0.2% +$1.83K 0.35% 51
2023
Q1 		$987K Buy
4,376
+182
+4% +$40.5K 0.37% 52
2022
Q4 		$871K Sell
4,194
-102
-2% -$20.6K 0.34% 52
2022
Q3 		$763K Hold
4,296
– – 0.34% 57
2022
Q2 		$846K Sell
4,296
-20
-0.5% -$4.13K 0.35% 54
2022
Q1 		$957K Sell
4,316
-4,867
-53% -$1.05M 0.32% 66
2021
Q4 		$1.99M Sell
9,183
-163
-2% -$35K 0.6% 16
2021
Q3 		$2.08M Sell
9,346
-49
-0.5% -$11.5K 0.66% 19
2021
Q2 		$2.2M Sell
9,395
-278
-3% -$63.6K 0.68% 17
2021
Q1 		$2.05M Sell
9,673
-330
-3% -$69.5K 0.64% 17
2020
Q4 		$2.19M Sell
10,003
-148
-1% -$30.3K 0.71% 14
2020
Q3 		$2.03M Sell
10,151
-95
-0.9% -$19K 0.77% 13
2020
Q2 		$1.98M Hold
10,246
– – 0.8% 14
2020
Q1 		$1.65M Sell
10,246
-6,011
-37% -$1.13M 0.81% 15
2019
Q4 		$3.06M Hold
16,257
– – 1.21% 8
2019
Q3 		$2.8M Sell
16,257
-1,616
-9% -$288K 1.04% 9
2019
Q2 		$3.1M Buy
17,873
+643
+4% +$105K 1.14% 8
2019
Q1 		$2.69M Buy
17,230
+329
+2% +$47.4K 1.03% 8
2018
Q4 		$2.23M Sell
16,901
-394
-2% -$54.4K 0.97% 9
2018
Q3 		$2.6M Sell
17,295
-10
-0.1% -$1.42K 0.93% 10
2018
Q2 		$2.29M Sell
17,305
-492
-3% -$63.3K 0.79% 9
2018
Q1 		$2.13M Sell
17,797
-443
-2% -$53.7K 0.72% 12
2017
Q4 		$2.08M Sell
18,240
-275
-1% -$30.4K 0.71% 10
2017
Q3 		$1.95M Sell
18,515
-905
-5% -$91.8K 0.71% 15
2017
Q2 		$1.82M Sell
19,420
-303
-2% -$28.1K 0.65% 18
2017
Q1 		$1.75M Sell
19,723
-1,850
-9% -$159K 0.6% 18
2016
Q4 		$1.68M Buy
21,573
+245
+1% +$19.7K 0.61% 23
2016
Q3 		$1.76M Sell
21,328
-1,690
-7% -$135K 0.67% 19
2016
Q2 		$1.71M Sell
23,018
-1,010
-4% -$79.1K 0.71% 19
2016
Q1 		$1.84M Sell
24,028
-3,051
-11% -$222K 0.8% 19
2015
Q4 		$2.1M Hold
27,079
– – 0.96% 18
2015
Q3 		$1.89M Hold
27,079
– – 0.91% 19
2015
Q2 		$1.82M Sell
27,079
-133
-0.5% -$9.01K 0.8% 20
2015
Q1 		$1.78M Hold
27,212
– – 0.77% 22
2014
Q4 		$1.78M Hold
27,212
– – 0.82% 25
2014
Q3 		$1.45M Sell
27,212
-1,260
-4% -$67.7K 0.74% 31
2014
Q2 		$1.5M Sell
28,472
-792
-3% -$41.4K 0.75% 32
2014
Q1 		$1.58M Sell
29,264
-680
-2% -$37.8K 0.73% 28
2013
Q4 		$1.67M Buy
29,944
+2,000
+7% +$101K 0.85% 32
2013
Q3 		$1.33M Hold
27,944
– – 0.79% 40
2013
Q2 		$1.28M Buy
+27,944
New +$1.22M 0.76% 39

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

CIM Investment Management's V Position: Q1 2026 in Review

CIM Investment Management reduced its Visa (V) stake by 0.38% in Q1 2026, selling an estimated $5.47K and leaving 4,415 shares worth $1.33M. The position accounts for 0.36% of the portfolio, ranked #47.

CIM Investment Management first reported a position in V in Q2 2013 and has held it in 52 quarters since. The position peaked at $3.1M in Q2 2019. 4,445 funds tracked by Wall St. Rank hold V as of Q1 2026.

  • CIM Investment Management held 4,415 shares of Visa worth $1.33M as of Q1 2026.
  • CIM Investment Management sold 17 Visa shares in Q1 2026, an estimated $5.47K.
  • Visa made up 0.36% of CIM Investment Management's portfolio in Q1 2026, its #47 holding.
  • CIM Investment Management first reported a position in Visa in Q2 2013 and has held it in 52 quarters since.
  • CIM Investment Management's Visa position peaked at $3.1M in Q2 2019.
  • 4,445 funds tracked by Wall St. Rank held Visa as of Q1 2026.

Based on CIM Investment Management's 13F filing for Q1 2026, filed 19 May 2026.