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Kimelman & Baird’s Visa V Stock Holding History

Kimelman & Baird’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 		$30.8M Sell
102,032
-4,154
-4% -$1.34M 2.54% 15
2025
Q4 		$37.2M Sell
106,186
-2,053
-2% -$699K 2.86% 15
2025
Q3 		$37M Buy
108,239
+1,074
+1% +$372K 2.89% 14
2025
Q2 		$38M Sell
107,165
-395
-0.4% -$138K 3.1% 12
2025
Q1 		$37.7M Sell
107,560
-1,231
-1% -$417K 3.2% 13
2024
Q4 		$34.4M Sell
108,791
-1,039
-0.9% -$312K 2.73% 16
2024
Q3 		$30.2M Sell
109,830
-873
-0.8% -$236K 2.41% 17
2024
Q2 		$29.1M Buy
+110,703
New +$30.3M 2.4% 17
2021
Q2 		$26.6M Buy
+113,580
New +$26M 2.37% 17
2019
Q3 		$18.7M Sell
108,542
-2,435
-2% -$434K 2.59% 16
2019
Q2 		$19.3M Buy
110,977
+134
+0.1% +$21.9K 2.68% 16
2019
Q1 		$17.3M Sell
110,843
-7,387
-6% -$1.06M 2.49% 16
2018
Q4 		$15.6M Sell
118,230
-1,107
-0.9% -$153K 2.43% 16
2018
Q3 		$17.9M Sell
119,337
-924
-0.8% -$131K 2.26% 17
2018
Q2 		$15.9M Buy
+120,261
New +$15.5M 2.09% 20
2017
Q4 		$12.9M Buy
112,854
+1,605
+1% +$177K 1.83% 21
2017
Q3 		$11.7M Buy
111,249
+6,932
+7% +$703K 1.75% 25
2017
Q2 		$9.78M Buy
104,317
+1,150
+1% +$107K 1.48% 28
2017
Q1 		$9.17M Buy
103,167
+98,870
+2,301% +$8.5M 1.4% 29
2016
Q4 		$335K Buy
+4,297
New +$345K 0.06% 91

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

Kimelman & Baird's V Position: Q1 2026 in Review

Kimelman & Baird reduced its Visa (V) stake by 3.9% in Q1 2026, selling an estimated $1.34M and leaving 102,032 shares worth $30.8M. The position accounts for 2.54% of the portfolio, ranked #15.

Kimelman & Baird first reported a position in V in Q4 2016 and has held it in 20 quarters since. The position peaked at $38M in Q2 2025. 4,447 funds tracked by Wall St. Rank hold V as of Q1 2026.

  • Kimelman & Baird held 102,032 shares of Visa worth $30.8M as of Q1 2026.
  • Kimelman & Baird sold 4,154 Visa shares in Q1 2026, an estimated $1.34M.
  • Visa made up 2.54% of Kimelman & Baird's portfolio in Q1 2026, its #15 holding.
  • Kimelman & Baird first reported a position in Visa in Q4 2016 and has held it in 20 quarters since.
  • Kimelman & Baird's Visa position peaked at $38M in Q2 2025.
  • 4,447 funds tracked by Wall St. Rank held Visa as of Q1 2026.

Based on Kimelman & Baird's 13F filing for Q1 2026, filed 13 May 2026.