PATRICK M SWEENEY & ASSOCIATES, INC V — VISA INC

Ownership history in PATRICK M SWEENEY & ASSOCIATES, INC  ·  10 quarters on record

AI Ownership Summary

PATRICK M SWEENEY & ASSOCIATES, INC reported VISA INC (V) in 10 quarterly 13F filings from 2023 Q4 through 2026 Q1. Peak portfolio weight reached 1.84% in 2025 Q1. The latest visible filing shows V at 1.37% 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.

What this V ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was PATRICK M SWEENEY & ASSOCIATES, INC'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 1.37% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
1.84% 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 PATRICK M SWEENEY & ASSOCIATES, INC fund profile PATRICK M SWEENEY & ASSOCIATES, INC full holdings
How PATRICK M SWEENEY & 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 10 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 REDUCED — — — 7,059 -5 -0.1% 1.37% $2.1M 2026-05-07 $320.62
2025 Q4 ADDED — — — 7,064 +16 +0.2% 1.55% $2.5M 2026-02-04 $328.59
2025 Q3 UNCHANGED — — — 7,048 — 0% 1.56% $2.4M 2025-11-12 $337.48
2025 Q2 ADDED — — — 7,048 +33 +0.5% 1.74% $2.5M 2025-08-13 $340.46
2025 Q1 UNCHANGED — — — 7,015 — 0% 1.84% $2.5M 2025-04-14 $332.00
2024 Q4 UNCHANGED — — — 7,015 — 0% 1.66% $2.2M 2025-01-22 $319.95
2024 Q3 ADDED — — — 7,015 +113 +1.6% 1.42% $1.9M 2024-10-22 $281.08
2024 Q2 ADDED — — — 6,902 +116 +1.7% 1.46% $1.8M 2024-07-17 $268.61
2024 Q1 ADDED — — — 6,786 +58 +0.9% 1.56% $1.9M 2024-04-25 $270.53
2023 Q4 INITIATED — — — 6,728 — — 1.60% $1.8M 2024-02-06 $271.60

🏢 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 PATRICK M SWEENEY & 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 PATRICK M SWEENEY & ASSOCIATES, INC reported owning V?

PATRICK M SWEENEY & ASSOCIATES, INC reported V across 10 quarterly 13F filings, from 2023 Q4 through 2026 Q1.

What was the largest reported V position in PATRICK M SWEENEY & ASSOCIATES, INC's portfolio?

The largest reported portfolio weight for V was 1.84% in 2025 Q1.

What is the latest reported V position on this page?

The most recent filing on this page is 2026 Q1, when PATRICK M SWEENEY & ASSOCIATES, INC reported 7,059 shares, equal to 1.37% of portfolio, with an estimated market value of $2.1M.

What does the chart on this V ownership page compare?

The chart compares PATRICK M SWEENEY & 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 PATRICK M SWEENEY & ASSOCIATES, INC time their V position?

Based on 13F filing dates vs. subsequent V price moves, PATRICK M SWEENEY & ASSOCIATES, INC correctly timed 2 out of 6 reported position changes (33%). The annualised alpha on V relative to SPY over the holding period was -10.7%.

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