ARMSTRONG HENRY H ASSOCIATES INC V — Visa

Ownership history in ARMSTRONG HENRY H ASSOCIATES INC  ·  10 quarters on record

AI Ownership Summary

ARMSTRONG HENRY H ASSOCIATES INC reported Visa (V) in 10 quarterly 13F filings from 2024 Q1 through 2026 Q1. Peak portfolio weight reached 0.24% in 2025 Q1. The latest visible filing shows V at 0.19% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this V ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was ARMSTRONG HENRY H ASSOCIATES INC's position in Visa, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q1

V was reported at 0.19% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.24% in 2025 Q1

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2024 Q1 to 2026 Q1

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

V stock page ARMSTRONG HENRY H ASSOCIATES INC fund profile ARMSTRONG HENRY H ASSOCIATES INC full holdings
How ARMSTRONG HENRY H ASSOCIATES INC held V — position size vs. price
% of Fund (quarterly)    V price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 9 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 REDUCED — — — 6,267 -328 -5.0% 0.19% $1.9M 2026-04-07 $301.92
2025 Q4 REDUCED — — — 6,595 -50 -0.8% 0.21% $2.3M 2026-01-06 $356.09
2025 Q3 UNCHANGED — — — 6,645 — 0% 0.21% $2.3M 2025-10-02 $343.84
2025 Q2 REDUCED 5.1% -4.0% ✅ 6,645 -360 -5.1% 0.22% $2.4M 2025-07-07 $353.85
2025 Q1 UNCHANGED — — — 7,005 — 0% 0.24% $2.5M 2025-04-08 $305.35
2024 Q4 REDUCED — — — 7,005 -51 -0.7% 0.22% $2.2M 2025-01-13 $303.50
2024 Q3 REDUCED — — — 7,056 -86 -1.2% 0.19% $1.9M 2024-10-02 $273.39
2024 Q2 UNCHANGED — — — 7,142 — 0% 0.19% $2.0M 2024-07-02 $264.21
2024 Q1 ADDED — — — 7,142 +3,904 +120.6% 0.19% $2.0M 2024-04-11 $271.04
1 older quarter hidden  —  Sign in free or upgrade to Premium to see full history

🏢 Other funds also holding V

As of 2026 Q1 — sorted by position size

Hengistbury Investment Partners LLP 3Y 7Y 62.32% Alfreton Capital LLP 3Y 32.97% TCI Fund Management Ltd 3Y 7Y 20.39% Hingham Institution for Savings 17.4% Troy Asset Management Ltd 3Y 7Y 14.71% Egerton Capital (UK) LLP 3Y 7Y 13.79% Immersion Capital LLP 3Y 7Y 12.68% GCQ FUNDS MANAGEMENT PTY Ltd 12.34% Blacksheep Fund Management Ltd 3Y 12.31% ValueAct Holdings, L.P. 3Y 7Y 12.26%

FAQ About ARMSTRONG HENRY H ASSOCIATES INC and V

These are the practical questions this page is built to answer before you even open the full history table.

How long has ARMSTRONG HENRY H ASSOCIATES INC reported owning V?

ARMSTRONG HENRY H ASSOCIATES INC reported V across 9 quarterly 13F filings, from 2024 Q1 through 2026 Q1.

What was the largest reported V position in ARMSTRONG HENRY H ASSOCIATES INC's portfolio?

The largest reported portfolio weight for V was 0.24% in 2025 Q1.

What is the latest reported V position on this page?

The most recent filing on this page is 2026 Q1, when ARMSTRONG HENRY H ASSOCIATES INC reported 6,267 shares, equal to 0.19% of portfolio, with an estimated market value of $1.9M.

What does the chart on this V ownership page compare?

The chart compares ARMSTRONG HENRY H ASSOCIATES INC's quarterly V portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did ARMSTRONG HENRY H ASSOCIATES INC time their V position?

Based on 13F filing dates vs. subsequent V price moves, ARMSTRONG HENRY H ASSOCIATES INC correctly timed 3 out of 6 reported position changes (50%). The annualised alpha on V relative to SPY over the holding period was -0.5%.

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