KLCM Advisors’s Visa V Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $1.29M | Sell |
4,283
-83
| -2% | -$26.7K | 0.11% | 111 |
|
|
2025
Q4 | $1.53M | Buy |
4,366
+743
| +21% | +$253K | 0.13% | 85 |
|
|
2025
Q3 | $1.24M | Sell |
3,623
-100
| -3% | -$34.6K | 0.12% | 84 |
|
|
2025
Q2 | $1.32M | Hold |
3,723
| – | – | 0.14% | 74 |
|
|
2025
Q1 | $1.3M | Sell |
3,723
-158
| -4% | -$53.5K | 0.15% | 73 |
|
|
2024
Q4 | $1.23M | Buy |
3,881
+144
| +4% | +$43.3K | 0.14% | 71 |
|
|
2024
Q3 | $1.03M | Buy |
3,737
+87
| +2% | +$23.5K | 0.12% | 78 |
|
|
2024
Q2 | $958K | Sell |
3,650
-124
| -3% | -$34K | 0.12% | 75 |
|
|
2024
Q1 | $1.05M | Buy |
3,774
+123
| +3% | +$34K | 0.14% | 70 |
|
|
2023
Q4 | $951K | Sell |
3,651
-1,248
| -25% | -$308K | 0.15% | 71 |
|
|
2023
Q3 | $1.13M | Buy |
4,899
+524
| +12% | +$126K | 0.21% | 58 |
|
|
2023
Q2 | $1.04M | Buy |
4,375
+170
| +4% | +$38.9K | 0.2% | 60 |
|
|
2023
Q1 | $948K | Buy |
4,205
+198
| +5% | +$44.1K | 0.19% | 63 |
|
|
2022
Q4 | $832K | Buy |
4,007
+972
| +32% | +$196K | 0.17% | 61 |
|
|
2022
Q3 | $539K | Buy |
3,035
+607
| +25% | +$124K | 0.13% | 68 |
|
|
2022
Q2 | $478K | Buy |
2,428
+208
| +9% | +$43K | 0.11% | 72 |
|
|
2022
Q1 | $492K | Sell |
2,220
-184
| -8% | -$39.8K | 0.1% | 72 |
|
|
2021
Q4 | $521K | Buy |
2,404
+99
| +4% | +$21.3K | 0.11% | 67 |
|
|
2021
Q3 | $513K | Sell |
2,305
-200
| -8% | -$46.9K | 0.11% | 66 |
|
|
2021
Q2 | $586K | Buy |
2,505
+751
| +43% | +$172K | 0.13% | 60 |
|
|
2021
Q1 | $371K | Sell |
1,754
-50
| -3% | -$10.5K | 0.08% | 71 |
|
|
2020
Q4 | $395K | Hold |
1,804
| – | – | 0.1% | 68 |
|
|
2020
Q3 | $361K | Sell |
1,804
-50
| -3% | -$9.99K | 0.11% | 70 |
|
|
2020
Q2 | $358K | Hold |
1,854
| – | – | 0.1% | 68 |
|
|
2020
Q1 | $299K | Buy |
1,854
+8
| +0.4% | +$1.51K | 0.09% | 70 |
|
|
2019
Q4 | $347K | Sell |
1,846
-285
| -13% | -$51.3K | 0.08% | 77 |
|
|
2019
Q3 | $367K | Hold |
2,131
| – | – | 0.09% | 66 |
|
|
2019
Q2 | $370K | Sell |
2,131
-194
| -8% | -$31.8K | 0.09% | 67 |
|
|
2019
Q1 | $363K | Buy |
2,325
+220
| +10% | +$31.7K | 0.09% | 69 |
|
|
2018
Q4 | $278K | Buy |
2,105
+70
| +3% | +$9.67K | 0.08% | 71 |
|
|
2018
Q3 | $305K | Buy |
2,035
+500
| +33% | +$71.1K | 0.08% | 70 |
|
|
2018
Q2 | $203K | Sell |
1,535
-276
| -15% | -$35.5K | 0.05% | 85 |
|
|
2018
Q1 | $217K | Sell |
1,811
-400
| -18% | -$48.5K | 0.06% | 79 |
|
|
2017
Q4 | $252K | Sell |
2,211
-998
| -31% | -$110K | 0.06% | 73 |
|
|
2017
Q3 | $338K | Buy |
3,209
+146
| +5% | +$14.8K | 0.09% | 68 |
|
|
2017
Q2 | $287K | Buy |
3,063
+400
| +15% | +$37.1K | 0.08% | 67 |
|
|
2017
Q1 | $237K | Buy |
+2,663
| New | +$229K | 0.07% | 65 |
|
|
2015
Q3 | – | Sell |
-6,826
| Closed | -$458K | – | 127 |
|
|
2015
Q2 | $458K | Buy |
+6,826
| New | +$463K | 0.12% | 54 |
|
Other funds holding V
VCM
VPM
KLCM Advisors's V Position: Q1 2026 in Review
KLCM Advisors reduced its Visa (V) stake by 1.9% in Q1 2026, selling an estimated $26.7K and leaving 4,283 shares worth $1.29M. The position accounts for 0.11% of the portfolio, ranked #111.
KLCM Advisors first reported a position in V in Q2 2015 and has held it in 38 quarters since. The position peaked at $1.53M in Q4 2025. 4,451 funds tracked by Wall St. Rank hold V as of Q1 2026.
- KLCM Advisors held 4,283 shares of Visa worth $1.29M as of Q1 2026.
- KLCM Advisors sold 83 Visa shares in Q1 2026, an estimated $26.7K.
- Visa made up 0.11% of KLCM Advisors's portfolio in Q1 2026, its #111 holding.
- KLCM Advisors first reported a position in Visa in Q2 2015 and has held it in 38 quarters since.
- KLCM Advisors's Visa position peaked at $1.53M in Q4 2025.
- 4,451 funds tracked by Wall St. Rank held Visa as of Q1 2026.
Based on KLCM Advisors's 13F filing for Q1 2026, filed 30 Apr 2026.