Cyrus J. Lawrence’s Visa V Stock Holding History

Cyrus J. Lawrence’s Portfolio V Stock Details V Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q1	$70K	Sell	200 -222	-53%	-$75.1K	0.27%	41
2024 Q4	$133K	Buy	422 +55	+15%	+$16.5K	0.03%	80
2024 Q3	$100K	Hold	367	–	–	0.02%	81
2024 Q2	$96K	Hold	367	–	–	0.02%	82
2024 Q1	$102K	Buy	+367	New	+$101K	0.02%	86
2023 Q3	$78K	Hold	340	–	–	0.02%	86
2023 Q2	$80K	Hold	340	–	–	0.02%	88
2023 Q1	$77K	Sell	340 -4	-1%	-$890	0.02%	90
2022 Q4	$71K	Buy	344 +4	+1%	+$807	0.02%	99
2022 Q3	$60K	Hold	340	–	–	0.01%	105
2022 Q2	$67K	Hold	340	–	–	0.02%	131
2022 Q1	$75K	Buy	+340	New	+$73.5K	0.02%	130

Other funds holding V

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Cyrus J. Lawrence's V Position: Q1 2025 in Review

Cyrus J. Lawrence reduced its Visa (V) stake by 53% in Q1 2025, selling an estimated $75.1K and leaving 200 shares worth $70K. The position accounts for 0.27% of the portfolio, ranked #41.

Cyrus J. Lawrence first reported a position in V in Q1 2022 and has held it in 12 quarters since. The position peaked at $133K in Q4 2024. 4,288 funds tracked by Wall St. Rank hold V as of Q1 2025.

Cyrus J. Lawrence held 200 shares of Visa worth $70K as of Q1 2025.
Cyrus J. Lawrence sold 222 Visa shares in Q1 2025, an estimated $75.1K.
Visa made up 0.27% of Cyrus J. Lawrence's portfolio in Q1 2025, its #41 holding.
Cyrus J. Lawrence first reported a position in Visa in Q1 2022 and has held it in 12 quarters since.
Cyrus J. Lawrence's Visa position peaked at $133K in Q4 2024.
4,288 funds tracked by Wall St. Rank held Visa as of Q1 2025.

Based on Cyrus J. Lawrence's 13F filing for Q1 2025, filed 15 May 2025.