John Armitage's V Position Overview
John Armitage (via Egerton Capital (Uk) Llp) currently holds 3.27 M shares of Visa Inc. (V) worth $1.15 B, representing 12.47% of the portfolio. First purchased in 2013-Q3, this long-term strategic position has been held for 37 quarters.
Based on 13F filings, John Armitage has maintained a strategic position in V, demonstrating sustained confidence in this investment. Largest addition occurred in Q1 2015, adding 4.49 M shares. Largest reduction occurred in Q2 2016, reducing 6.71 M shares.
Analysis based on 13F filings available since 2013 Q2
John Armitage's Visa (V) Holding Value Over Time
Track share changes against reported price movement
Quarterly Visa (V) Trades by John Armitage
| Report Date | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Reported Price |
|---|---|---|---|---|
| Q4 2025 | +887,626 | Add 37.24% | 3.27 M | $350.71 |
| Q3 2025 | +473,058 | Add 24.76% | 2.38 M | $341.38 |
| Q2 2025 | +951,330 | Add 99.20% | 1.91 M | $355.05 |
| Q1 2025 | +96,117 | Add 11.14% | 958,985 | $350.46 |
| Q4 2024 | -317,207 | Reduce 26.88% | 862,868 | $316.04 |
| Q3 2024 | -1.37 M | Reduce 53.80% | 1.18 M | $274.95 |
| Q2 2024 | -181,208 | Reduce 6.62% | 2.55 M | $262.47 |
| Q1 2024 | -933,144 | Reduce 25.44% | 2.74 M | $279.08 |
| Q4 2023 | +325,306 | Add 9.73% | 3.67 M | $260.35 |
| Q3 2023 | -136,645 | Reduce 3.93% | 3.34 M | $230.01 |
| Q2 2023 | -704,829 | Reduce 16.84% | 3.48 M | $237.48 |
| Q1 2023 | +401,354 | Add 10.61% | 4.18 M | $225.46 |
| Q4 2022 | +95,633 | Add 2.59% | 3.78 M | $207.76 |
| Q3 2022 | -471,350 | Reduce 11.33% | 3.69 M | $177.65 |
| Q2 2022 | -724,041 | Reduce 14.83% | 4.16 M | $196.89 |
| Q1 2022 | +306,910 | Add 6.71% | 4.88 M | $221.77 |
| Q4 2021 | -474,489 | Reduce 9.39% | 4.58 M | $216.71 |
| Q3 2021 | +680,797 | Add 15.58% | 5.05 M | $222.75 |
| Q2 2021 | +17,929 | Add 0.41% | 4.37 M | $233.82 |
| Q1 2021 | +157,349 | Add 3.75% | 4.35 M | $211.73 |
| Q4 2020 | +2.08 M | Add 98.39% | 4.19 M | $218.73 |
| Q3 2020 | +2.11 M | New Buy | 2.11 M | $199.97 |
| Q2 2017 | -4.27 M | Sold Out | 0 | $0.00 |
| Q1 2017 | +2.57 M | Add 151.91% | 4.27 M | $88.87 |
| Q4 2016 | -2.89 M | Reduce 63.02% | 1.69 M | $78.02 |
| Q3 2016 | +1.36 M | Add 42.08% | 4.58 M | $82.70 |
| Q2 2016 | -6.71 M | Reduce 67.53% | 3.23 M | $74.17 |
| Q1 2016 | +2.8 M | Add 39.34% | 9.93 M | $76.48 |
| Q4 2015 | +2.58 M | Add 56.75% | 7.13 M | $77.55 |
| Q3 2015 | +7,532 | Add 0.17% | 4.55 M | $69.66 |
| Q2 2015 | +48,232 | Add 1.07% | 4.54 M | $67.15 |
| Q1 2015 | +4.49 M | New Buy | 4.49 M | $65.41 |
| Q3 2014 | -1.18 M | Sold Out | 0 | $0.00 |
| Q2 2014 | -5.58 M | Reduce 82.50% | 1.18 M | $52.68 |
| Q1 2014 | +2.36 M | Add 53.62% | 6.76 M | $53.96 |
| Q4 2013 | +282,884 | Add 6.87% | 4.4 M | $55.67 |
| Q3 2013 | +4.12 M | Add 0.00% | 4.12 M | $47.78 |
John Armitage's Visa Investment FAQs
John Armitage first purchased Visa Inc. (V) in Q3 2013, acquiring 4,117,712 shares, as reported in their 13F filing for that period. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
John Armitage has held Visa Inc. (V) for 37 quarters since Q3 2013.
John Armitage's largest addition to Visa Inc. (V) was in Q1 2015, adding 4,491,670 shares worth $293.8 M.
According to the latest 13F filing for Q4 2025, John Armitage's firm, Egerton Capital (Uk) Llp, owns 3,270,999 shares of Visa Inc. (V), valued at approximately $1.15 B.
As of the Q4 2025 filing, Visa Inc. (V) represents approximately 12.47% of John Armitage's publicly disclosed stock portfolio, making it one of their key holdings.
John Armitage's peak holding in Visa Inc. (V) was 9,932,110 shares, as reported at the end of Q1 2016.