Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$17.4M Sell
50,625
-1,410
-3% -$453K 0.38% 55
2026
Q1
$15.7M Sell
52,035
-349
-0.7% -$112K 0.44% 47
2025
Q4
$18.4M Sell
52,384
-369
-0.7% -$126K 0.44% 47
2025
Q3
$18M Buy
52,753
+765
+1% +$265K 0.44% 45
2025
Q2
$18.5M Sell
51,988
-605
-1% -$211K 0.5% 40
2025
Q1
$18.4M Sell
52,593
-3,369
-6% -$1.14M 0.57% 41
2024
Q4
$17.7M Sell
55,962
-49
-0.1% -$14.7K 0.51% 47
2024
Q3
$15.4M Sell
56,011
-10,759
-16% -$2.91M 0.42% 54
2024
Q2
$17.5M Buy
66,770
+439
+0.7% +$120K 0.52% 43
2024
Q1
$18.5M Buy
66,331
+1,336
+2% +$369K 0.57% 43
2023
Q4
$16.9M Buy
64,995
+1,099
+2% +$271K 0.56% 40
2023
Q3
$14.7M Buy
63,896
+829
+1% +$199K 0.57% 39
2023
Q2
$15M Sell
63,067
-35
-0.1% -$8.01K 0.53% 44
2023
Q1
$14.2M Buy
63,102
+370
+0.6% +$82.4K 0.58% 39
2022
Q4
$13M Buy
62,732
+96
+0.2% +$19.4K 0.55% 37
2022
Q3
$11.1M Buy
62,636
+2,040
+3% +$415K 0.58% 40
2022
Q2
$11.9M Buy
60,596
+981
+2% +$203K 0.6% 37
2022
Q1
$13.2M Buy
59,615
+10,024
+20% +$2.17M 0.69% 44
2021
Q4
$10.7M Buy
49,591
+1,067
+2% +$229K 0.49% 56
2021
Q3
$10.8M Buy
48,524
+1,099
+2% +$258K 0.47% 59
2021
Q2
$11.1M Buy
47,425
+685
+1% +$157K 0.48% 58
2021
Q1
$9.9M Buy
46,740
+1,268
+3% +$267K 0.48% 59
2020
Q4
$9.95M Buy
45,472
+1,108
+2% +$227K 0.52% 54
2020
Q3
$8.87M Buy
44,364
+2,146
+5% +$429K 0.57% 54
2020
Q2
$8.15M Buy
42,218
+662
+2% +$121K 0.57% 55
2020
Q1
$6.7M Buy
41,556
+38,407
+1,220% +$7.24M 0.61% 41
2019
Q4
$592K Sell
3,149
-49
-2% -$8.83K 0.04% 171
2019
Q3
$550K Sell
3,198
-52
-2% -$9.26K 0.04% 170
2019
Q2
$564K Sell
3,250
-324
-9% -$53.1K 0.04% 161
2019
Q1
$558K Buy
3,574
+247
+7% +$35.6K 0.04% 154
2018
Q4
$439K Sell
3,327
-294
-8% -$40.6K 0.04% 158
2018
Q3
$544K Sell
3,621
-74
-2% -$10.5K 0.04% 152
2018
Q2
$490K Sell
3,695
-206
-5% -$26.5K 0.04% 161
2018
Q1
$467K Buy
3,901
+1,754
+82% +$213K 0.05% 162
2017
Q4
$245K Hold
2,147
0.02% 190
2017
Q3
$226K Buy
+2,147
New +$218K 0.02% 185
2016
Q1
Sell
-2,684
Closed -$208K 210
2015
Q4
$208K Buy
+2,684
New +$208K 0.03% 184

Other funds holding V

Grimes & Company's V Position: Q2 2026 in Review

Grimes & Company reduced its Visa (V) stake by 2.7% in Q2 2026, selling an estimated $453K and leaving 50,625 shares worth $17.4M. The position accounts for 0.38% of the portfolio, ranked #55.

Grimes & Company first reported a position in V in Q4 2015 and has held it in 37 quarters since. The position peaked at $18.5M in Q1 2024. 4,545 funds tracked by Wall St. Rank hold V as of Q2 2026.

  • Grimes & Company held 50,625 shares of Visa worth $17.4M as of Q2 2026.
  • Grimes & Company sold 1,410 Visa shares in Q2 2026, an estimated $453K.
  • Visa made up 0.38% of Grimes & Company's portfolio in Q2 2026, its #55 holding.
  • Grimes & Company first reported a position in Visa in Q4 2015 and has held it in 37 quarters since.
  • Grimes & Company's Visa position peaked at $18.5M in Q1 2024.
  • 4,545 funds tracked by Wall St. Rank held Visa as of Q2 2026.

Based on Grimes & Company's 13F filing for Q2 2026, filed 17 Jul 2026.