Davis Asset Management’s Visa V Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q1
$96.7M Buy
320,000
+20,000
+7% +$6.43M 2.8% 14
2025
Q4
$105M Hold
300,000
3.77% 10
2025
Q3
$102M Hold
300,000
3.65% 10
2025
Q2
$107M Hold
300,000
4.15% 10
2025
Q1
$105M Hold
300,000
4.37% 8
2024
Q4
$94.8M Hold
300,000
3.87% 10
2024
Q3
$82.5M Hold
300,000
3.3% 12
2024
Q2
$78.7M Hold
300,000
3.54% 11
2024
Q1
$83.7M Hold
300,000
3.67% 11
2023
Q4
$78.1M Hold
300,000
3.79% 10
2023
Q3
$69M Hold
300,000
4.03% 10
2023
Q2
$71.2M Hold
300,000
4.27% 8
2023
Q1
$67.6M Hold
300,000
4.34% 7
2022
Q4
$62.3M Hold
300,000
3.48% 9
2022
Q3
$53.3M Hold
300,000
3.12% 12
2022
Q2
$59.1M Hold
300,000
3.36% 10
2022
Q1
$66.5M Hold
300,000
3.25% 11
2021
Q4
$65M Hold
300,000
3.08% 13
2021
Q3
$70.1M Hold
300,000
3.63% 11
2021
Q2
$70.1M Hold
300,000
3.73% 11
2021
Q1
$63.5M Hold
300,000
3.61% 12
2020
Q4
$65.6M Hold
300,000
4.51% 8
2020
Q3
$60M Hold
300,000
5.49% 5
2020
Q2
$58M Hold
300,000
5.74% 5
2020
Q1
$48.3M Sell
300,000
-75,000
-20% -$14.1M 5.56% 7
2019
Q4
$70.5M Sell
375,000
-25,000
-6% -$4.5M 5.23% 6
2019
Q3
$68.8M Hold
400,000
5.33% 6
2019
Q2
$69.4M Hold
400,000
5.5% 6
2019
Q1
$62.5M Hold
400,000
5.34% 5
2018
Q4
$52.8M Hold
400,000
5.33% 5
2018
Q3
$60M Sell
400,000
-10,000
-2% -$1.42M 5.51% 6
2018
Q2
$54.3M Hold
410,000
5.06% 7
2018
Q1
$49M Hold
410,000
5.12% 8
2017
Q4
$46.5M Hold
410,000
5.09% 9
2017
Q3
$43.1M Hold
410,000
5.1% 9
2017
Q2
$38.4M Buy
410,000
+10,000
+3% +$928K 4.92% 8
2017
Q1
$35.5M Hold
400,000
4.65% 10
2016
Q4
$31.2M Buy
+400,000
New +$32.2M 4.23% 10

Other funds holding V

Davis Asset Management's V Position: Q1 2026 in Review

Davis Asset Management increased its Visa (V) stake by 6.7% in Q1 2026, buying an estimated $6.43M and bringing the position to 320,000 shares worth $96.7M. The position accounts for 2.8% of the portfolio, ranked #14.

Davis Asset Management first reported a position in V in Q4 2016 and has held it in 38 quarters since. The position peaked at $107M in Q2 2025. 4,451 funds tracked by Wall St. Rank hold V as of Q1 2026.

  • Davis Asset Management held 320,000 shares of Visa worth $96.7M as of Q1 2026.
  • Davis Asset Management bought 20,000 Visa shares in Q1 2026, an estimated $6.43M.
  • Visa made up 2.8% of Davis Asset Management's portfolio in Q1 2026, its #14 holding.
  • Davis Asset Management first reported a position in Visa in Q4 2016 and has held it in 38 quarters since.
  • Davis Asset Management's Visa position peaked at $107M in Q2 2025.
  • 4,451 funds tracked by Wall St. Rank held Visa as of Q1 2026.

Based on Davis Asset Management's 13F filing for Q1 2026, filed 15 May 2026.