HM PAYSON & CO V — VISA INC

Ownership history in HM PAYSON & CO  ·  49 quarters on record

AI Ownership Summary

HM PAYSON & CO reported VISA INC (V) in 49 quarterly 13F filings from 2023 Q4 through 2026 Q1. Peak portfolio weight reached 2.51% in 2025 Q1. The latest visible filing shows V at 0.83% 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 HM PAYSON & CO's position in VISA INC, 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 0.83% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
2.51% 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
2023 Q4 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 HM PAYSON & CO fund profile HM PAYSON & CO full holdings
How HM PAYSON & CO 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 — — — 190,754 -201,649 -51.4% 0.83% $57.7M 2026-04-13 $309.39
2025 Q4 ADDED — — — 392,403 +533 +0.1% 1.94% $137.6M 2026-02-12 $324.18
2025 Q3 REDUCED — — — 391,870 -16,734 -4.1% 1.92% $133.8M 2025-10-17 $340.51
2025 Q1 REDUCED — — — 408,604 -265 -0.1% 2.51% $143.2M 2025-04-29 $338.98
2024 Q4 ADDED — — — 408,869 +1,383 +0.3% 2.19% $129.2M 2025-02-07 $344.85
2024 Q3 REDUCED — — — 407,486 -5,467 -1.3% 1.92% $112.0M 2024-10-28 $281.07
2024 Q2 ADDED — — — 412,953 +4,128 +1.0% 1.97% $108.4M 2024-08-13 $257.27
2024 Q1 ADDED — — — 408,825 +6,904 +1.7% 2.12% $114.1M 2024-06-20 $273.23
2023 Q4 ADDED — — — 401,921 +57,531 +16.7% 2.17% $104.6M 2024-02-13 $271.73
40 older quarters 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

Hingham Institution for Savings 17.4% Luma Capital S.A. - SPF 9.89% Crown Oak Advisors, LLC 9.83% Norman Fields, Gottscho Capital Management, LLC 3Y 7Y 9.25% WELLCOME TRUST LTD (THE) as trustee of the WELLCOME TRUST 3Y 7Y 8.96% HENDLEY & CO INC 3Y 7Y 7.66% Clio Asset Management LLC 7.49% PROVIDENT TRUST CO 3Y 7Y 7.46% XXEC, Inc. 3Y 7.29% CORTLAND ASSOCIATES INC/MO 3Y 7Y 7.12%

FAQ About HM PAYSON & CO and V

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

How long has HM PAYSON & CO reported owning V?

HM PAYSON & CO reported V across 9 quarterly 13F filings, from 2023 Q4 through 2026 Q1.

What was the largest reported V position in HM PAYSON & CO's portfolio?

The largest reported portfolio weight for V was 2.51% in 2025 Q1.

What is the latest reported V position on this page?

The most recent filing on this page is 2026 Q1, when HM PAYSON & CO reported 190,754 shares, equal to 0.83% of portfolio, with an estimated market value of $57.7M.

What does the chart on this V ownership page compare?

The chart compares HM PAYSON & CO'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 HM PAYSON & CO time their V position?

Based on 13F filing dates vs. subsequent V price moves, HM PAYSON & CO correctly timed 26 out of 48 reported position changes (54%).

← Back to HM PAYSON & CO Holdings