Back to V

Allen Investment Management, LLC → V

Allen Investment Management, LLC V Position History

Visa Inc. • Services

Quarters held
5
Latest value
$317.8M
Q3 2026
Peak value
$399.4M
First seen
Q3 2025

Dollar value over time

Show data table
PeriodPosition value
Q3 2025$399.4M
Q4 2025$396.2M
Q1 2026$326.6M
Q2 2026$313.8M
Q3 2026$317.8M

Quarter-by-quarter history

Every disclosed snapshot of the position

QuarterValueShares% PortfolioChange
Q3 2026$317.8M884.5K——
Q2 2026$313.8M914.6K——
Q1 2026$326.6M1.08M——
Q4 2025$396.2M1.13M——
Q3 2025$399.4M1.17M——

Other funds holding V

Other Allen Investment Management, LLC positions

MSFT

3M CO

$660.4M
AMZN

AMAZON COM INC

$635.8M
AMZN

ABBOTT LABS

$615M
MSFT

MICROSOFT CORP

$589.3M
AMZN

AMAZON COM INC

$563.2M
SCHW-PJ

ABBVIE INC

$558.4M
SCHW-PJ

SCHWAB CHARLES CORP

$557.9M
AMZN

AMAZON COM INC

$552.1M