Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q1
$938M Sell
3,104,090
-430,594
-12% -$138M 7.31% 4
2025
Q4
$1.24B Sell
3,534,684
-319,652
-8% -$109M 7.24% 4
2025
Q3
$1.32B Buy
3,854,336
+265
+0% +$91.7K 6.65% 5
2025
Q2
$1.37B Sell
3,854,071
-282,953
-7% -$98.6M 5.95% 6
2025
Q1
$1.45B Sell
4,137,024
-485,543
-11% -$164M 6.6% 5
2024
Q4
$1.46B Sell
4,622,567
-924,264
-17% -$278M 6.23% 5
2024
Q3
$1.53B Sell
5,546,831
-5,689
-0.1% -$1.54M 6.03% 5
2024
Q2
$1.46B Sell
5,552,520
-138,076
-2% -$37.8M 5.94% 5
2024
Q1
$1.59B Sell
5,690,596
-47,935
-0.8% -$13.2M 6.22% 4
2023
Q4
$1.49B Sell
5,738,531
-18,068
-0.3% -$4.45M 6.25% 5
2023
Q3
$1.32B Sell
5,756,599
-4,684
-0.1% -$1.13M 6.02% 6
2023
Q2
$1.37B Buy
5,761,283
+147,863
+3% +$33.8M 5.74% 6
2023
Q1
$1.27B Buy
5,613,420
+1,275
+0% +$284K 5.46% 7
2022
Q4
$1.17B Sell
5,612,145
-23,245
-0.4% -$4.69M 5.33% 10
2022
Q3
$1B Buy
5,635,390
+5,048
+0.1% +$1.03M 4.75% 9
2022
Q2
$1.11B Buy
5,630,342
+2,314
+0% +$478K 4.89% 10
2022
Q1
$1.25B Sell
5,628,028
-1,240,666
-18% -$268M 4.29% 10
2021
Q4
$1.49B Buy
6,868,694
+273,645
+4% +$58.7M 3.63% 13
2021
Q3
$1.47B Buy
6,595,049
+58,709
+0.9% +$13.8M 4.06% 12
2021
Q2
$1.53B Buy
6,536,340
+44,008
+0.7% +$10.1M 4.24% 10
2021
Q1
$1.37B Buy
6,492,332
+370,101
+6% +$77.9M 4.37% 11
2020
Q4
$1.34B Sell
6,122,231
-12,495
-0.2% -$2.56M 4.44% 11
2020
Q3
$1.23B Sell
6,134,726
-16,129
-0.3% -$3.22M 4.79% 11
2020
Q2
$1.19B Buy
6,150,855
+52,218
+0.9% +$9.54M 5.18% 9
2020
Q1
$983M Sell
6,098,637
-316,879
-5% -$59.7M 5.53% 10
2019
Q4
$1.21B Sell
6,415,516
-30,116
-0.5% -$5.43M 5.7% 9
2019
Q3
$1.11B Buy
6,445,632
+322,102
+5% +$57.4M 5.67% 12
2019
Q2
$1.06B Buy
6,123,530
+334,127
+6% +$54.7M 5.54% 11
2019
Q1
$904M Buy
5,789,403
+64,032
+1% +$9.23M 5.14% 13
2018
Q4
$859M Buy
5,725,371
+9,630
+0.2% +$1.33M 5.46% 13
2018
Q3
$858M Sell
5,715,741
-4,136
-0.1% -$588K 5.75% 12
2018
Q2
$758M Sell
5,719,877
-841
-0% -$108K 5.64% 12
2018
Q1
$684M Sell
5,720,718
-11,940
-0.2% -$1.45M 5.64% 11
2017
Q4
$654M Buy
5,732,658
+516,508
+10% +$57M 5.6% 10
2017
Q3
$545M Sell
5,216,150
-1,473
-0% -$149K 5.28% 12
2017
Q2
$489M Buy
5,217,623
+262,930
+5% +$24.4M 5.13% 11
2017
Q1
$440M Buy
4,954,693
+2,401
+0% +$207K 5.12% 12
2016
Q4
$388M Buy
4,952,292
+7,755
+0.2% +$623K 5.11% 13
2016
Q3
$409M Buy
4,944,537
+427,457
+9% +$34.2M 5.59% 11
2016
Q2
$335M Buy
4,517,080
+594,574
+15% +$46.6M 5.31% 13
2016
Q1
$300M Buy
3,922,506
+1,130,885
+41% +$82.2M 6.46% 9
2015
Q4
$216M Buy
2,791,621
+185,620
+7% +$14.4M 5.44% 10
2015
Q3
$182M Buy
2,606,001
+48,211
+2% +$3.44M 5.54% 10
2015
Q2
$172M Buy
2,557,790
+11,287
+0.4% +$765K 5.41% 11
2015
Q1
$166M Buy
2,546,503
+155,511
+7% +$10.3M 5.38% 11
2014
Q4
$157M Hold
2,390,992
5.59% 10
2014
Q3
$128M Buy
2,390,992
+63,056
+3% +$3.39M 5.45% 9
2014
Q2
$123M Buy
2,327,936
+844,880
+57% +$44.2M 5.66% 10
2014
Q1
$80M Buy
1,483,056
+488,520
+49% +$27.1M 4.2% 13
2013
Q4
$55.4M Hold
994,536
3.44% 14
2013
Q3
$47.5M Buy
994,536
+458,960
+86% +$21.2M 3.16% 16
2013
Q2
$24.5M Buy
+535,576
New +$23.4M 1.72% 17

Other funds holding V

Fundsmith LLP's V Position: Q1 2026 in Review

Fundsmith LLP reduced its Visa (V) stake by 12% in Q1 2026, selling an estimated $138M and leaving 3,104,090 shares worth $938M. The position accounts for 7.31% of the portfolio, ranked #4.

Fundsmith LLP first reported a position in V in Q2 2013 and has held it in 52 quarters since. The position peaked at $1.59B in Q1 2024. 4,459 funds tracked by Wall St. Rank hold V as of Q1 2026.

  • Fundsmith LLP held 3,104,090 shares of Visa worth $938M as of Q1 2026.
  • Fundsmith LLP sold 430,594 Visa shares in Q1 2026, an estimated $138M.
  • Visa made up 7.31% of Fundsmith LLP's portfolio in Q1 2026, its #4 holding.
  • Fundsmith LLP first reported a position in Visa in Q2 2013 and has held it in 52 quarters since.
  • Fundsmith LLP's Visa position peaked at $1.59B in Q1 2024.
  • 4,459 funds tracked by Wall St. Rank held Visa as of Q1 2026.

Based on Fundsmith LLP's 13F filing for Q1 2026, filed 15 May 2026.