Douglas Lane & Associates, LLC V — VISA INC CL A

Ownership history in Douglas Lane & Associates, LLC  ·  41 quarters on record

AI Ownership Summary

Douglas Lane & Associates, LLC reported VISA INC CL A (V) in 41 quarterly 13F filings from 2023 Q4 through 2026 Q1. Peak portfolio weight reached 2.05% in 2025 Q1. The latest visible filing shows V at 1.51% 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 Douglas Lane & Associates, LLC's position in VISA INC CL A, 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 1.51% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
2.05% 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 Douglas Lane & Associates, LLC fund profile Douglas Lane & Associates, LLC full holdings
How Douglas Lane & Associates, LLC 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 ADDED — — — 347,585 +2,721 +0.8% 1.51% $105.1M 2026-04-15 $315.26
2025 Q4 REDUCED — — — 344,864 -13,014 -3.6% 1.66% $120.9M 2026-01-22 $325.01
2025 Q3 REDUCED — — — 357,878 -10,589 -2.9% 1.70% $122.2M 2025-10-10 $341.56
2025 Q2 REDUCED 7.2% -4.0% ✅ 368,467 -28,543 -7.2% 1.90% $130.8M 2025-07-07 $353.85
2025 Q1 REDUCED — — — 397,010 -5,803 -1.4% 2.05% $139.1M 2025-04-09 $329.28
2024 Q4 REDUCED — — — 402,813 -5,921 -1.4% 1.80% $127.3M 2025-01-08 $309.12
2024 Q3 REDUCED — — — 408,734 -6,842 -1.6% 1.54% $112.4M 2024-10-10 $273.86
2024 Q2 REDUCED — — — 415,576 -5,424 -1.3% 1.55% $109.1M 2024-07-08 $262.40
2024 Q1 REDUCED — — — 421,000 -9,092 -2.1% 1.66% $117.5M 2024-04-11 $271.04
2023 Q4 REDUCED — — — 430,092 -22,225 -4.9% 1.73% $112.0M 2024-01-17 $261.66
31 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

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 Douglas Lane & Associates, LLC and V

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

How long has Douglas Lane & Associates, LLC reported owning V?

Douglas Lane & Associates, LLC reported V across 10 quarterly 13F filings, from 2023 Q4 through 2026 Q1.

What was the largest reported V position in Douglas Lane & Associates, LLC's portfolio?

The largest reported portfolio weight for V was 2.05% in 2025 Q1.

What is the latest reported V position on this page?

The most recent filing on this page is 2026 Q1, when Douglas Lane & Associates, LLC reported 347,585 shares, equal to 1.51% of portfolio, with an estimated market value of $105.1M.

What does the chart on this V ownership page compare?

The chart compares Douglas Lane & Associates, LLC'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 Douglas Lane & Associates, LLC time their V position?

Based on 13F filing dates vs. subsequent V price moves, Douglas Lane & Associates, LLC correctly timed 13 out of 40 reported position changes (32%). The annualised alpha on V relative to SPY over the holding period was +0.8%.

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