SAM
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S.A. Mason’s Visa V Stock Holding History

S.A. Mason’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 		$2.37M Buy
7,840
+2,201
+39% +$708K 0.89% 24
2025
Q4 		$1.98M Buy
5,639
+900
+19% +$307K 0.78% 31
2025
Q3 		$1.62M Buy
4,739
+31
+0.7% +$10.7K 0.71% 33
2025
Q2 		$1.67M Sell
4,708
-102
-2% -$35.6K 0.81% 27
2025
Q1 		$1.69M Buy
4,810
+110
+2% +$37.2K 0.89% 25
2024
Q4 		$1.49M Sell
4,700
-5
-0.1% -$1.5K 0.78% 33
2024
Q3 		$1.29M Buy
4,705
+24
+0.5% +$6.49K 0.69% 38
2024
Q2 		$1.23M Buy
4,681
+1
+0% +$274 0.7% 33
2024
Q1 		$1.31M Buy
4,680
+1
+0% +$276 0.79% 34
2023
Q4 		$1.22M Sell
4,679
-74
-2% -$18.2K 0.82% 31
2023
Q3 		$1.09M Buy
4,753
+2
+0% +$481 0.79% 33
2023
Q2 		$1.07M Hold
4,751
– – 0.78% 33
2023
Q1 		$1.07M Sell
4,751
-49
-1% -$10.9K 0.78% 33
2022
Q4 		$997K Buy
4,800
+1
+0% +$202 0.75% 36
2022
Q3 		$853K Sell
4,799
-103
-2% -$21K 0.67% 39
2022
Q2 		$965K Buy
4,902
+11
+0.2% +$2.27K 0.7% 36
2022
Q1 		$1.08M Sell
4,891
-9
-0.2% -$1.95K 0.68% 37
2021
Q4 		$1.06M Buy
4,900
+160
+3% +$34.3K 0.64% 39
2021
Q3 		$1.06M Buy
4,740
+500
+12% +$117K 0.7% 38
2021
Q2 		$991K Buy
4,240
+100
+2% +$22.9K 0.68% 38
2021
Q1 		$877K Sell
4,140
-50
-1% -$10.5K 0.66% 40
2020
Q4 		$917K Buy
4,190
+20
+0.5% +$4.09K 0.76% 37
2020
Q3 		$834K Sell
4,170
-34
-0.8% -$6.79K 0.79% 36
2020
Q2 		$812K Sell
4,204
-360
-8% -$65.8K 0.86% 32
2020
Q1 		$735K Sell
4,564
-46
-1% -$8.66K 0.89% 27
2019
Q4 		$866K Buy
+4,610
New +$831K 0.83% 30

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

S.A. Mason's V Position: Q1 2026 in Review

S.A. Mason increased its Visa (V) stake by 39% in Q1 2026, buying an estimated $708K and bringing the position to 7,840 shares worth $2.37M. The position accounts for 0.89% of the portfolio, ranked #24.

S.A. Mason first reported a position in V in Q4 2019 and has held it in 26 quarters since. 4,445 funds tracked by Wall St. Rank hold V as of Q1 2026.

  • S.A. Mason held 7,840 shares of Visa worth $2.37M as of Q1 2026.
  • S.A. Mason bought 2,201 Visa shares in Q1 2026, an estimated $708K.
  • Visa made up 0.89% of S.A. Mason's portfolio in Q1 2026, its #24 holding.
  • S.A. Mason first reported a position in Visa in Q4 2019 and has held it in 26 quarters since.
  • 4,445 funds tracked by Wall St. Rank held Visa as of Q1 2026.

Based on S.A. Mason's 13F filing for Q1 2026, filed 27 Apr 2026.