TAM Capital Management’s Visa V Stock Holding History

TAM Capital Management’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
2025 Q1	–	Sell	-170,800	Closed	-$54M	–	8
2024 Q4	$54M	Buy	170,800 +61,700	+57%	+$18.6M	19.58%	2
2024 Q3	$30M	Buy	+109,100	New	+$29.5M	13.13%	3

Other funds holding V

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

TAM Capital Management's V Position: Q4 2024 in Review

TAM Capital Management sold out of Visa (V) in Q4 2024, closing a stake of 265,590 shares — an estimated $79.9M sold.

TAM Capital Management first reported a position in V in Q4 2016 and held it in 2 quarters. The position peaked at $73M in Q3 2024. 4,279 funds tracked by Wall St. Rank hold V as of Q4 2024.

TAM Capital Management reported no remaining Visa position as of Q4 2024 after selling out during the quarter.
TAM Capital Management sold 265,590 Visa shares in Q4 2024, an estimated $79.9M.
TAM Capital Management first reported a position in Visa in Q4 2016 and held it in 2 quarters.
TAM Capital Management's Visa position peaked at $73M in Q3 2024.
4,279 funds tracked by Wall St. Rank held Visa as of Q4 2024.

Based on TAM Capital Management's 13F filing for Q4 2024, filed 14 Feb 2025.