SEC 13F Intelligence

Grimes & Co Wealth Management, LLC / V

Grimes & Co Wealth Management, LLC’s Visa Inc Position

Does Grimes & Co Wealth Management, LLC own Visa Inc (V)? Yes — 52.0K shares worth $16M (+0.44% of its 13F portfolio) as of Q1 2026, down from 52.4K shares the prior filed quarter.

Position Value
$16M
Q1 2026
Shares
52.0K
% of Portfolio
+0.44%
Quarters Held
30
currently held

Position History V

Reported value by quarter
Q4 ’18: $439,000Q4 ’18Q1 ’19: $558,000Q2 ’19: $564,000Q3 ’19: $550,000Q4 ’19: $592,000Q4 ’19Q1 ’20: $7MQ2 ’20: $8MQ3 ’20: $9MQ4 ’20: $10MQ4 ’20Q1 ’21: $10MQ2 ’21: $11MQ3 ’21: $11MQ4 ’21: $11MQ4 ’21Q1 ’22: $13MQ2 ’22: $12MQ3 ’22: $11MQ4 ’22: $13MQ4 ’22Q1 ’23: $14MQ2 ’23: $15MQ3 ’23: $15MQ4 ’23: $17MQ4 ’23Q1 ’24: $19MQ2 ’24: $18MQ3 ’24: $15MQ4 ’24: $18MQ4 ’24Q1 ’25: $18MQ2 ’25: $18MQ3 ’25: $18MQ4 ’25: $18MQ4 ’25Q1 ’26: $16Mfilingsflow.com
QuarterSharesValue% of Portfolio
Q1 202652.0K$16M+0.44%
Q4 202552.4K$18M+0.44%
Q3 202552.8K$18M+0.44%
Q2 202552.0K$18M+0.50%
Q1 202552.6K$18M+0.57%
Q4 202456.0K$18M+0.51%
Q3 202456.0K$15M+0.42%
Q2 202466.8K$18M+0.52%
Q1 202466.3K$19M+0.57%
Q4 202365.0K$17M+0.56%
Q3 202363.9K$15M+0.57%
Q2 202363.1K$15M+0.53%
Q1 202363.1K$14M+0.58%
Q4 202262.7K$13M+0.55%
Q3 202262.6K$11M+0.58%
Q2 202260.6K$12M+0.60%
Q1 202259.6K$13M+0.69%
Q4 202149.6K$11M+0.49%
Q3 202148.5K$11M+0.47%
Q2 202147.4K$11M+0.48%
Q1 202146.7K$10M+0.48%
Q4 202045.5K$10M+0.52%
Q3 202044.4K$9M+0.57%
Q2 202042.2K$8M+0.57%
Q1 202041.6K$7M+0.61%
Q4 20193.1K$592,000+0.04%
Q3 20193.2K$550,000+0.04%
Q2 20193.3K$564,000+0.04%
Q1 20193.6K$558,000+0.04%
Q4 20183.3K$439,000+0.04%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Grimes & Co Wealth Management, LLC’s full portfolio or all institutional holders of V.