Tiemann Investment Advisors’s Visa V Stock Holding History

Tiemann Investment Advisors’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	$1.39M	Buy	4,593 +84	+2%	+$27K	0.54%	40
2025 Q4	$1.58M	Sell	4,509 -300	-6%	-$102K	0.61%	36
2025 Q3	$1.64M	Sell	4,809 -51	-1%	-$17.7K	0.63%	33
2025 Q2	$1.73M	Buy	4,860 +51	+1%	+$17.8K	0.71%	29
2025 Q1	$1.69M	Sell	4,809 -80	-2%	-$27.1K	0.76%	27
2024 Q4	$1.55M	Sell	4,889 -171	-3%	-$51.4K	0.69%	33
2024 Q3	$1.39M	Sell	5,060 -189	-4%	-$51.1K	0.6%	38
2024 Q2	$1.38M	Hold	5,249	–	–	0.61%	39
2024 Q1	$1.47M	Sell	5,249 -85	-2%	-$23.5K	0.66%	36
2023 Q4	$1.39M	Sell	5,334 -200	-4%	-$49.3K	0.67%	35
2023 Q3	$1.27M	Sell	5,534 -50	-0.9%	-$12K	0.68%	37
2023 Q2	$1.33M	Sell	5,584 -285	-5%	-$65.2K	0.68%	36
2023 Q1	$1.32M	Sell	5,869 -50	-0.8%	-$11.1K	0.72%	35
2022 Q4	$1.23M	Buy	5,919 +290	+5%	+$58.5K	0.72%	34
2022 Q3	$1M	Sell	5,629 -110	-2%	-$22.4K	0.65%	39
2022 Q2	$1.13M	Buy	5,739 +435	+8%	+$89.9K	0.6%	42
2022 Q1	$1.18M	Buy	5,304 +225	+4%	+$48.7K	0.54%	50
2021 Q4	$1.1M	Buy	5,079 +20	+0.4%	+$4.29K	0.47%	57
2021 Q3	$1.13M	Sell	5,059 -79	-2%	-$18.5K	0.54%	50
2021 Q2	$1.2M	Buy	5,138 +63	+1%	+$14.4K	0.56%	49
2021 Q1	$1.07M	Buy	5,075 +234	+5%	+$49.3K	0.54%	51
2020 Q4	$1.06M	Buy	4,841 +650	+16%	+$133K	0.56%	46
2020 Q3	$838K	Sell	4,191 -5	-0.1%	-$999	0.52%	52
2020 Q2	$811K	Buy	4,196 +300	+8%	+$54.8K	0.55%	49
2020 Q1	$628K	Buy	3,896 +215	+6%	+$40.5K	0.55%	52
2019 Q4	$692K	Buy	3,681 +35	+1%	+$6.31K	0.47%	58
2019 Q3	$627K	Buy	3,646 +250	+7%	+$44.5K	0.46%	58
2019 Q2	$589K	Hold	3,396	–	–	0.43%	63
2019 Q1	$530K	Hold	3,396	–	–	0.4%	68
2018 Q4	$448K	Hold	3,396	–	–	0.4%	69
2018 Q3	$510K	Sell	3,396 -100	-3%	-$14.2K	0.39%	66
2018 Q2	$463K	Hold	3,496	–	–	0.37%	77
2018 Q1	$418K	Buy	3,496 +200	+6%	+$24.2K	0.34%	90
2017 Q4	$376K	Sell	3,296 -600	-15%	-$66.3K	0.3%	102
2017 Q3	$410K	Hold	3,896	–	–	0.35%	83
2017 Q2	$365K	Hold	3,896	–	–	0.33%	95
2017 Q1	$346K	Hold	3,896	–	–	0.32%	98
2016 Q4	$304K	Sell	3,896 -1,100	-22%	-$88.4K	0.3%	104
2016 Q3	$413K	Hold	4,996	–	–	0.38%	79
2016 Q2	$371K	Hold	4,996	–	–	0.35%	93
2016 Q1	$382K	Hold	4,996	–	–	0.38%	80
2015 Q4	$387K	Hold	4,996	–	–	0.39%	78
2015 Q3	$348K	Sell	4,996 -240	-5%	-$17.1K	0.38%	81
2015 Q2	$352K	Buy	5,236 +64	+1%	+$4.34K	0.36%	89
2015 Q1	$338K	Buy	5,172 +700	+16%	+$46.3K	0.35%	91
2014 Q4	$293K	Hold	4,472	–	–	0.31%	103
2014 Q3	$239K	Sell	4,472 -560	-11%	-$30.1K	0.27%	122
2014 Q2	$265K	Sell	5,032 -400	-7%	-$20.9K	0.29%	111
2014 Q1	$293K	Hold	5,432	–	–	0.33%	101
2013 Q4	$302K	Buy	+5,432	New	+$274K	0.36%	96

Other funds holding V

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

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

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

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

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

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

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 London, United Kingdom $45.2B AUM 12.74% 1-Year Est. Return

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

Tiemann Investment Advisors's V Position: Q1 2026 in Review

Tiemann Investment Advisors increased its Visa (V) stake by 1.9% in Q1 2026, buying an estimated $27K and bringing the position to 4,593 shares worth $1.39M. The position accounts for 0.54% of the portfolio, ranked #40.

Tiemann Investment Advisors first reported a position in V in Q4 2013 and has held it in 50 quarters since. The position peaked at $1.73M in Q2 2025. 4,452 funds tracked by Wall St. Rank hold V as of Q1 2026.

Tiemann Investment Advisors held 4,593 shares of Visa worth $1.39M as of Q1 2026.
Tiemann Investment Advisors bought 84 Visa shares in Q1 2026, an estimated $27K.
Visa made up 0.54% of Tiemann Investment Advisors's portfolio in Q1 2026, its #40 holding.
Tiemann Investment Advisors first reported a position in Visa in Q4 2013 and has held it in 50 quarters since.
Tiemann Investment Advisors's Visa position peaked at $1.73M in Q2 2025.
4,452 funds tracked by Wall St. Rank held Visa as of Q1 2026.

Based on Tiemann Investment Advisors's 13F filing for Q1 2026, filed 13 May 2026.