EIA
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Edgemoor Investment Advisors’s Visa V Stock Holding History

Edgemoor Investment 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 		$18.6M Buy
61,699
+746
+1% +$240K 1.47% 17
2025
Q4 		$21.4M Buy
60,953
+143
+0.2% +$48.7K 1.66% 16
2025
Q3 		$20.8M Buy
60,810
+469
+0.8% +$162K 1.6% 17
2025
Q2 		$21.4M Sell
60,341
-1,541
-2% -$537K 1.85% 16
2025
Q1 		$21.7M Buy
61,882
+1,315
+2% +$445K 1.99% 14
2024
Q4 		$19.1M Buy
60,567
+115
+0.2% +$34.6K 1.69% 17
2024
Q3 		$16.6M Buy
60,452
+422
+0.7% +$114K 1.45% 18
2024
Q2 		$15.8M Buy
60,030
+1,489
+3% +$408K 1.47% 17
2024
Q1 		$16.3M Buy
58,541
+1,160
+2% +$320K 1.54% 16
2023
Q4 		$14.9M Buy
57,381
+1,306
+2% +$322K 1.56% 17
2023
Q3 		$12.9M Buy
56,075
+1,200
+2% +$288K 1.52% 18
2023
Q2 		$13M Sell
54,875
-988
-2% -$226K 1.47% 16
2023
Q1 		$12.6M Buy
55,863
+555
+1% +$124K 1.53% 18
2022
Q4 		$11.5M Buy
55,308
+590
+1% +$119K 1.44% 21
2022
Q3 		$9.72M Buy
54,718
+200
+0.4% +$40.7K 1.29% 22
2022
Q2 		$10.7M Sell
54,518
-352
-0.6% -$72.7K 1.35% 23
2022
Q1 		$12.2M Buy
54,870
+229
+0.4% +$49.5K 1.28% 22
2021
Q4 		$11.8M Sell
54,641
-463
-0.8% -$99.4K 1.22% 24
2021
Q3 		$12.3M Sell
55,104
-12,398
-18% -$2.91M 1.4% 20
2021
Q2 		$15.8M Sell
67,502
-600
-0.9% -$137K 1.47% 20
2021
Q1 		$14.4M Sell
68,102
-427
-0.6% -$89.9K 1.45% 20
2020
Q4 		$15M Sell
68,529
-608
-0.9% -$124K 1.68% 19
2020
Q3 		$13.8M Sell
69,137
-1,743
-2% -$348K 1.71% 15
2020
Q2 		$13.7M Buy
70,880
+1,192
+2% +$218K 1.84% 13
2020
Q1 		$11.2M Sell
69,688
-637
-0.9% -$120K 1.83% 16
2019
Q4 		$13.2M Buy
70,325
+290
+0.4% +$52.2K 1.51% 22
2019
Q3 		$12M Sell
70,035
-1,047
-1% -$186K 1.49% 25
2019
Q2 		$12.3M Buy
71,082
+2,472
+4% +$405K 1.56% 24
2019
Q1 		$10.7M Buy
68,610
+1,355
+2% +$195K 1.41% 25
2018
Q4 		$8.87M Sell
67,255
-499
-0.7% -$68.9K 1.32% 29
2018
Q3 		$10.2M Buy
67,754
+341
+0.5% +$48.5K 1.26% 27
2018
Q2 		$8.93M Buy
67,413
+857
+1% +$110K 1.19% 29
2018
Q1 		$7.96M Buy
66,556
+636
+1% +$77.1K 1.06% 37
2017
Q4 		$7.94M Buy
65,920
+1,141
+2% +$126K 1% 39
2017
Q3 		$6.82M Buy
64,779
+3,266
+5% +$331K 0.92% 41
2017
Q2 		$5.77M Buy
61,513
+58,184
+1,748% +$5.4M 0.79% 50
2017
Q1 		$296K Sell
3,329
-342
-9% -$29.4K 0.04% 108
2016
Q4 		$286K Buy
+3,671
New +$295K 0.04% 104

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

Edgemoor Investment Advisors's V Position: Q1 2026 in Review

Edgemoor Investment Advisors increased its Visa (V) stake by 1.2% in Q1 2026, buying an estimated $240K and bringing the position to 61,699 shares worth $18.6M. The position accounts for 1.47% of the portfolio, ranked #17.

Edgemoor Investment Advisors first reported a position in V in Q4 2016 and has held it in 38 quarters since. The position peaked at $21.7M in Q1 2025. 4,447 funds tracked by Wall St. Rank hold V as of Q1 2026.

  • Edgemoor Investment Advisors held 61,699 shares of Visa worth $18.6M as of Q1 2026.
  • Edgemoor Investment Advisors bought 746 Visa shares in Q1 2026, an estimated $240K.
  • Visa made up 1.47% of Edgemoor Investment Advisors's portfolio in Q1 2026, its #17 holding.
  • Edgemoor Investment Advisors first reported a position in Visa in Q4 2016 and has held it in 38 quarters since.
  • Edgemoor Investment Advisors's Visa position peaked at $21.7M in Q1 2025.
  • 4,447 funds tracked by Wall St. Rank held Visa as of Q1 2026.

Based on Edgemoor Investment Advisors's 13F filing for Q1 2026, filed 13 May 2026.