Marino Stram & Associates’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
$1.2M Sell
3,970
-58
-1% -$18.6K 0.22% 74
2025
Q4
$1.41M Sell
4,028
-629
-14% -$214K 0.26% 65
2025
Q3
$1.59M Buy
4,657
+1,003
+27% +$347K 0.29% 59
2025
Q2
$1.3M Buy
3,654
+15
+0.4% +$5.23K 0.26% 63
2025
Q1
$1.28M Buy
3,639
+30
+0.8% +$10.2K 0.28% 55
2024
Q4
$1.14M Buy
3,609
+62
+2% +$18.6K 0.25% 66
2024
Q3
$975K Buy
3,547
+131
+4% +$35.4K 0.22% 79
2024
Q2
$897K Buy
3,416
+32
+0.9% +$8.77K 0.22% 79
2024
Q1
$944K Buy
3,384
+59
+2% +$16.3K 0.22% 74
2023
Q4
$866K Buy
3,325
+44
+1% +$10.8K 0.22% 71
2023
Q3
$755K Buy
3,281
+276
+9% +$66.3K 0.22% 71
2023
Q2
$714K Buy
3,005
+9
+0.3% +$2.06K 0.2% 77
2023
Q1
$676K Sell
2,996
-22
-0.7% -$4.9K 0.2% 78
2022
Q4
$627K Buy
3,018
+11
+0.4% +$2.22K 0.2% 82
2022
Q3
$534K Buy
3,007
+44
+1% +$8.95K 0.19% 80
2022
Q2
$583K Buy
2,963
+40
+1% +$8.27K 0.2% 81
2022
Q1
$648K Buy
2,923
+123
+4% +$26.6K 0.2% 82
2021
Q4
$607K Buy
2,800
+279
+11% +$59.9K 0.19% 93
2021
Q3
$562K Sell
2,521
-26,221
-91% -$6.15M 0.19% 83
2021
Q2
$6.72M Buy
28,742
+26,944
+1,499% +$6.16M 1.75% 11
2021
Q1
$381K Sell
1,798
-34
-2% -$7.16K 0.15% 99
2020
Q4
$401K Buy
1,832
+1
+0.1% +$205 0.18% 83
2020
Q3
$366K Buy
1,831
+167
+10% +$33.4K 0.2% 76
2020
Q2
$317K Buy
+1,664
New +$304K 0.19% 82
2019
Q2
Sell
-110
Closed -$17K 541
2019
Q1
$17K Buy
110
+26
+31% +$3.75K 0.01% 256
2018
Q4
$11K Sell
84
-898
-91% -$124K 0.01% 271
2018
Q3
$147K Hold
982
0.12% 93
2018
Q2
$130K Sell
982
-36
-4% -$4.63K 0.12% 100
2018
Q1
$122K Buy
1,018
+2
+0.2% +$242 0.11% 104
2017
Q4
$116K Buy
+1,016
New +$112K 0.11% 107

Other funds holding V

Marino Stram & Associates's V Position: Q1 2026 in Review

Marino Stram & Associates reduced its Visa (V) stake by 1.4% in Q1 2026, selling an estimated $18.6K and leaving 3,970 shares worth $1.2M. The position accounts for 0.22% of the portfolio, ranked #74.

Marino Stram & Associates first reported a position in V in Q4 2017 and has held it in 30 quarters since. The position peaked at $6.72M in Q2 2021. 4,445 funds tracked by Wall St. Rank hold V as of Q1 2026.

  • Marino Stram & Associates held 3,970 shares of Visa worth $1.2M as of Q1 2026.
  • Marino Stram & Associates sold 58 Visa shares in Q1 2026, an estimated $18.6K.
  • Visa made up 0.22% of Marino Stram & Associates's portfolio in Q1 2026, its #74 holding.
  • Marino Stram & Associates first reported a position in Visa in Q4 2017 and has held it in 30 quarters since.
  • Marino Stram & Associates's Visa position peaked at $6.72M in Q2 2021.
  • 4,445 funds tracked by Wall St. Rank held Visa as of Q1 2026.

Based on Marino Stram & Associates's 13F filing for Q1 2026, filed 29 Apr 2026.