Marshfield 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 | $379M | Buy |
1,254,973
+225,939
| +22% | +$72.7M | 7.6% | 5 |
|
|
2025
Q4 | $361M | Buy |
1,029,034
+46,241
| +5% | +$15.8M | 6.33% | 6 |
|
|
2025
Q3 | $336M | Buy |
982,793
+35,616
| +4% | +$12.3M | 5.81% | 8 |
|
|
2025
Q2 | $336M | Buy |
947,177
+6,606
| +0.7% | +$2.3M | 6.87% | 5 |
|
|
2025
Q1 | $330M | Buy |
940,571
+6,790
| +0.7% | +$2.3M | 7.14% | 4 |
|
|
2024
Q4 | $295M | Buy |
933,781
+2,248
| +0.2% | +$676K | 6.4% | 6 |
|
|
2024
Q3 | $256M | Buy |
931,533
+5,579
| +0.6% | +$1.51M | 5.44% | 9 |
|
|
2024
Q2 | $243M | Buy |
925,954
+2,825
| +0.3% | +$774K | 5.37% | 9 |
|
|
2024
Q1 | $258M | Sell |
923,129
-3,300
| -0.4% | -$911K | 5.28% | 11 |
|
|
2023
Q4 | $241M | Buy |
926,429
+107,378
| +13% | +$26.5M | 4.9% | 10 |
|
|
2023
Q3 | $188M | Buy |
819,051
+19,439
| +2% | +$4.67M | 4.66% | 10 |
|
|
2023
Q2 | $190M | Buy |
799,612
+40,170
| +5% | +$9.19M | 4.94% | 10 |
|
|
2023
Q1 | $171M | Buy |
759,442
+6,563
| +0.9% | +$1.46M | 5.03% | 10 |
|
|
2022
Q4 | $156M | Sell |
752,879
-1,733
| -0.2% | -$349K | 4.82% | 9 |
|
|
2022
Q3 | $134M | Sell |
754,612
-6,895
| -0.9% | -$1.4M | 5.05% | 9 |
|
|
2022
Q2 | $150M | Sell |
761,507
-4,205
| -0.5% | -$869K | 5.67% | 9 |
|
|
2022
Q1 | $170M | Buy |
765,712
+4,325
| +0.6% | +$935K | 6.65% | 7 |
|
|
2021
Q4 | $165M | Buy |
761,387
+65
| +0% | +$14K | 6.54% | 7 |
|
|
2021
Q3 | $170M | Sell |
761,322
-7,473
| -1% | -$1.75M | 7.4% | 5 |
|
|
2021
Q2 | $180M | Buy |
768,795
+67,556
| +10% | +$15.4M | 7.38% | 6 |
|
|
2021
Q1 | $148M | Sell |
701,239
-7,883
| -1% | -$1.66M | 6.96% | 8 |
|
|
2020
Q4 | $155M | Sell |
709,122
-22,837
| -3% | -$4.67M | 7.23% | 9 |
|
|
2020
Q3 | $146M | Sell |
731,959
-5,823
| -0.8% | -$1.16M | 7.03% | 7 |
|
|
2020
Q2 | $143M | Buy |
737,782
+4,484
| +0.6% | +$819K | 7.39% | 6 |
|
|
2020
Q1 | $118M | Buy |
733,298
+109,496
| +18% | +$20.6M | 7.28% | 4 |
|
|
2019
Q4 | $117M | Buy |
623,802
+47,946
| +8% | +$8.64M | 6.11% | 6 |
|
|
2019
Q3 | $99.1M | Sell |
575,856
-285
| -0% | -$50.8K | 6.22% | 6 |
|
|
2019
Q2 | $100M | Sell |
576,141
-10,289
| -2% | -$1.68M | 6.39% | 6 |
|
|
2019
Q1 | $91.6M | Sell |
586,430
-2,534
| -0.4% | -$365K | 5.6% | 7 |
|
|
2018
Q4 | $77.7M | Sell |
588,964
-11,846
| -2% | -$1.64M | 5.61% | 8 |
|
|
2018
Q3 | $90.2M | Sell |
600,810
-17,084
| -3% | -$2.43M | 5.78% | 8 |
|
|
2018
Q2 | $81.8M | Sell |
617,894
-9,523
| -2% | -$1.23M | 5.43% | 10 |
|
|
2018
Q1 | $75.1M | Sell |
627,417
-10,667
| -2% | -$1.29M | 5.03% | 11 |
|
|
2017
Q4 | $72.8M | Sell |
638,084
-10,004
| -2% | -$1.1M | 4.76% | 11 |
|
|
2017
Q3 | $68.2M | Sell |
648,088
-8,332
| -1% | -$845K | 4.53% | 12 |
|
|
2017
Q2 | $61.6M | Sell |
656,420
-12,955
| -2% | -$1.2M | 4.6% | 12 |
|
|
2017
Q1 | $59.5M | Sell |
669,375
-25,135
| -4% | -$2.16M | 4.64% | 11 |
|
|
2016
Q4 | $54.2M | Buy |
694,510
+22,981
| +3% | +$1.85M | 4.14% | 15 |
|
|
2016
Q3 | $55.5M | Sell |
671,529
-90,416
| -12% | -$7.24M | 4.43% | 13 |
|
|
2016
Q2 | $56.5M | Sell |
761,945
-3,783
| -0.5% | -$296K | 4.04% | 14 |
|
|
2016
Q1 | $58.6M | Sell |
765,728
-2,693
| -0.4% | -$196K | 4.15% | 14 |
|
|
2015
Q4 | $59.6M | Sell |
768,421
-8,654
| -1% | -$670K | 4.38% | 12 |
|
|
2015
Q3 | $54.1M | Sell |
777,075
-20,254
| -3% | -$1.45M | 4.17% | 14 |
|
|
2015
Q2 | $53.5M | Sell |
797,329
-14,819
| -2% | -$1M | 4.19% | 12 |
|
|
2015
Q1 | $53.1M | Sell |
812,148
-17,260
| -2% | -$1.14M | 4% | 12 |
|
|
2014
Q4 | $54.4M | Buy |
829,408
+64,084
| +8% | +$3.86M | 3.98% | 12 |
|
|
2014
Q3 | $40.8M | Buy |
765,324
+471,012
| +160% | +$25.3M | 3.16% | 16 |
|
|
2014
Q2 | $15.5M | Sell |
294,312
-2,812
| -0.9% | -$147K | 1.14% | 22 |
|
|
2014
Q1 | $16M | Sell |
297,124
-8,456
| -3% | -$470K | 1.18% | 23 |
|
|
2013
Q4 | $17M | Sell |
305,580
-9,060
| -3% | -$457K | 1.27% | 22 |
|
|
2013
Q3 | $15M | Sell |
314,640
-1,540
| -0.5% | -$71.2K | 1.14% | 25 |
|
|
2013
Q2 | $14.4M | Buy |
+316,180
| New | +$13.8M | 1.13% | 24 |
|
Other funds holding V
VCM
VPM
Marshfield Associates's V Position: Q1 2026 in Review
Marshfield Associates increased its Visa (V) stake by 22% in Q1 2026, buying an estimated $72.7M and bringing the position to 1,254,973 shares worth $379M. The position accounts for 7.6% of the portfolio, ranked #5.
Marshfield Associates first reported a position in V in Q2 2013 and has held it in 52 quarters since. 4,445 funds tracked by Wall St. Rank hold V as of Q1 2026.
- Marshfield Associates held 1,254,973 shares of Visa worth $379M as of Q1 2026.
- Marshfield Associates bought 225,939 Visa shares in Q1 2026, an estimated $72.7M.
- Visa made up 7.6% of Marshfield Associates's portfolio in Q1 2026, its #5 holding.
- Marshfield Associates first reported a position in Visa in Q2 2013 and has held it in 52 quarters since.
- 4,445 funds tracked by Wall St. Rank held Visa as of Q1 2026.
Based on Marshfield Associates's 13F filing for Q1 2026, filed 15 May 2026.