Sawyer & Company, Inc V VISA INCORPORATED

Ownership history in Sawyer & Company, Inc  ·  34 quarters on record

AI Ownership Summary

Sawyer & Company, Inc reported VISA INCORPORATED (V) in 34 quarterly 13F filings from 2023 Q4 through 2026 Q1. Peak portfolio weight reached 2.93% in 2025 Q1. The latest visible filing shows V at 2.36% 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 Sawyer & Company, Inc's position in VISA INCORPORATED, 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 2.36% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
2.93% 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.

How Sawyer & Company, 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 10 quarters  
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 REDUCED 20,289 -56 -0.3% 2.36% $6.1M 2026-04-23 $308.24
2025 Q4 REDUCED 20,345 -261 -1.3% 2.52% $7.1M 2026-02-02 $332.46
2025 Q3 UNCHANGED 20,606 0% 2.76% $7.3M 2025-10-07 $350.27
2025 Q2 REDUCED 20,606 -96 -0.5% 2.76% $7.3M 2025-07-09 $354.96
2025 Q1 REDUCED 5.9% +1.5% 20,702 -1,299 -5.9% 2.93% $7.3M 2025-04-22 $328.26
2024 Q4 ADDED 22,001 +205 +0.9% 2.57% $7.0M 2025-01-14 $305.64
2024 Q3 ADDED 21,796 +83 +0.4% 2.22% $6.0M 2024-10-10 $273.86
2024 Q2 REDUCED 21,713 -87 -0.4% 2.26% $5.7M 2024-07-31 $261.69
2024 Q1 REDUCED 21,800 -130 -0.6% 2.43% $6.1M 2024-04-16 $266.79
2023 Q4 REDUCED 5.1% +7.1% 21,930 -1,171 -5.1% 2.52% $5.7M 2024-01-17 $261.66
24 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

FAQ About Sawyer & Company, 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 Sawyer & Company, Inc reported owning V?

Sawyer & Company, Inc reported V across 10 quarterly 13F filings, from 2023 Q4 through 2026 Q1.

What was the largest reported V position in Sawyer & Company, Inc's portfolio?

The largest reported portfolio weight for V was 2.93% in 2025 Q1.

What is the latest reported V position on this page?

The most recent filing on this page is 2026 Q1, when Sawyer & Company, Inc reported 20,289 shares, equal to 2.36% of portfolio, with an estimated market value of $6.1M.

What does the chart on this V ownership page compare?

The chart compares Sawyer & Company, 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 Sawyer & Company, Inc time their V position?

Based on 13F filing dates vs. subsequent V price moves, Sawyer & Company, Inc correctly timed 13 out of 26 reported position changes (50%). The annualised alpha on V relative to SPY over the holding period was +31.2%.

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