FIS
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Fundsmith Investment Services’s Visa V Stock Holding History

Fundsmith Investment Services’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
Q2 		$233M Sell
680,492
-344,953
-34% -$111M 5.17% 5
2026
Q1 		$310M Sell
1,025,445
-54,069
-5% -$17.4M 7.04% 5
2025
Q4 		$379M Sell
1,079,514
-170,135
-14% -$58M 6.93% 5
2025
Q3 		$427M Sell
1,249,649
-62,239
-5% -$21.5M 6.65% 6
2025
Q2 		$466M Sell
1,311,888
-95,467
-7% -$33.3M 6.31% 5
2025
Q1 		$493M Sell
1,407,355
-134,639
-9% -$45.6M 6.96% 5
2024
Q4 		$487M Sell
1,541,994
-276,598
-15% -$83.2M 6.34% 5
2024
Q3 		$500M Buy
1,818,592
+3,794
+0.2% +$1.03M 6.22% 5
2024
Q2 		$476M Buy
1,814,798
+111,301
+7% +$30.5M 6.15% 4
2024
Q1 		$475M Buy
1,703,497
+1,976
+0.1% +$546K 6.32% 4
2023
Q4 		$443M Buy
1,701,521
+4,344
+0.3% +$1.07M 6.4% 5
2023
Q3 		$390M Buy
1,697,177
+612
+0% +$147K 6.08% 6
2023
Q2 		$403M Buy
1,696,565
+220,790
+15% +$50.5M 5.87% 6
2023
Q1 		$333M Buy
1,475,775
+978
+0.1% +$218K 5.12% 10
2022
Q4 		$306M Buy
1,474,797
+18,767
+1% +$3.78M 5.1% 10
2022
Q3 		$259M Sell
1,456,030
-4,192
-0.3% -$853K 4.47% 11
2022
Q2 		$288M Buy
1,460,222
+216,107
+17% +$44.7M 4.79% 11
2022
Q1 		$276M Buy
1,244,115
+1,226,975
+7,159% +$265M 3.78% 17
2021
Q4 		$3.71M Buy
17,140
+4,604
+37% +$988K 2.02% 29
2021
Q3 		$2.79M Buy
12,536
+12
+0.1% +$2.81K 1.7% 28
2021
Q2 		$2.93M Buy
+12,524
New +$2.86M 1.82% 28

Other funds holding V

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
TCI Fund Management
TCI Fund Management London, United Kingdom $52.8B AUM 12.71% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Fundsmith Investment Services's V Position: Q2 2026 in Review

Fundsmith Investment Services reduced its Visa (V) stake by 34% in Q2 2026, selling an estimated $111M and leaving 680,492 shares worth $233M. The position accounts for 5.17% of the portfolio, ranked #5.

Fundsmith Investment Services first reported a position in V in Q2 2021 and has held it in 21 quarters since. The position peaked at $500M in Q3 2024. 4,538 funds tracked by Wall St. Rank hold V as of Q2 2026.

  • Fundsmith Investment Services held 680,492 shares of Visa worth $233M as of Q2 2026.
  • Fundsmith Investment Services sold 344,953 Visa shares in Q2 2026, an estimated $111M.
  • Visa made up 5.17% of Fundsmith Investment Services's portfolio in Q2 2026, its #5 holding.
  • Fundsmith Investment Services first reported a position in Visa in Q2 2021 and has held it in 21 quarters since.
  • Fundsmith Investment Services's Visa position peaked at $500M in Q3 2024.
  • 4,538 funds tracked by Wall St. Rank held Visa as of Q2 2026.

Based on Fundsmith Investment Services's 13F filing for Q2 2026, filed 14 Aug 2026.