LJAC
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L.J. Altfest & Co’s Visa V Stock Holding History

L.J. Altfest & Co’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
2026
Q1 		$1M Sell
3,314
-210
-6% -$67.5K 0.11% 141
2025
Q4 		$1.24M Sell
3,524
-103
-3% -$35.1K 0.14% 119
2025
Q3 		$1.24M Sell
3,627
-16
-0.4% -$5.54K 0.14% 112
2025
Q2 		$1.29M Buy
3,643
+20
+0.6% +$6.97K 0.15% 105
2025
Q1 		$1.27M Sell
3,623
-77
-2% -$26.1K 0.16% 103
2024
Q4 		$1.17M Sell
3,700
-328
-8% -$98.6K 0.15% 103
2024
Q3 		$1.11M Sell
4,028
-2,604
-39% -$704K 0.15% 117
2024
Q2 		$1.74M Sell
6,632
-324
-5% -$88.8K 0.24% 71
2024
Q1 		$1.94M Buy
6,956
+431
+7% +$119K 0.27% 62
2023
Q4 		$1.7M Sell
6,525
-302
-4% -$74.4K 0.25% 72
2023
Q3 		$1.57M Buy
6,827
+336
+5% +$80.8K 0.25% 69
2023
Q2 		$1.54M Sell
6,491
-7
-0.1% -$1.6K 0.23% 68
2023
Q1 		$1.47M Buy
6,498
+478
+8% +$106K 0.23% 65
2022
Q4 		$1.25M Buy
6,020
+59
+1% +$11.9K 0.21% 78
2022
Q3 		$1.06M Sell
5,961
-176
-3% -$35.8K 0.2% 75
2022
Q2 		$1.21M Buy
6,137
+208
+4% +$43K 0.22% 74
2022
Q1 		$1.31M Buy
5,929
+36
+0.6% +$7.79K 0.23% 67
2021
Q4 		$1.28M Buy
5,893
+2,486
+73% +$534K 0.24% 78
2021
Q3 		$759K Buy
3,407
+357
+12% +$83.7K 0.16% 102
2021
Q2 		$713K Buy
3,050
+71
+2% +$16.2K 0.15% 108
2021
Q1 		$631K Buy
2,979
+4
+0.1% +$842 0.15% 114
2020
Q4 		$651K Buy
2,975
+63
+2% +$12.9K 0.16% 108
2020
Q3 		$582K Sell
2,912
-500
-15% -$99.9K 0.15% 107
2020
Q2 		$659K Buy
3,412
+27
+0.8% +$4.93K 0.19% 89
2020
Q1 		$545K Sell
3,385
-40
-1% -$7.54K 0.17% 94
2019
Q4 		$644K Buy
3,425
+41
+1% +$7.39K 0.16% 90
2019
Q3 		$582K Sell
3,384
-1,372
-29% -$244K 0.15% 88
2019
Q2 		$825K Buy
4,756
+150
+3% +$24.6K 0.22% 77
2019
Q1 		$719K Sell
4,606
-999
-18% -$144K 0.18% 82
2018
Q4 		$740K Hold
5,605
– – 0.21% 69
2018
Q3 		$841K Buy
5,605
+187
+3% +$26.6K 0.24% 75
2018
Q2 		$718K Buy
5,418
+1
+0% +$129 0.27% 78
2018
Q1 		$648K Sell
5,417
-1,378
-20% -$167K 0.28% 83
2017
Q4 		$775K Hold
6,795
– – 0.29% 76
2017
Q3 		$715K Buy
6,795
+1
+0% +$101 0.35% 74
2017
Q2 		$637K Hold
6,794
– – 0.38% 78
2017
Q1 		$604K Sell
6,794
-1,223
-15% -$105K 0.24% 76
2016
Q4 		$625K Sell
8,017
-199
-2% -$16K 0.31% 72
2016
Q3 		$679K Buy
8,216
+23
+0.3% +$1.84K 0.45% 65
2016
Q2 		$608K Buy
+8,193
New +$641K 0.42% 70
2016
Q1 		– Sell
-8,992
Closed -$697K – 95
2015
Q4 		$697K Hold
8,992
– – 0.68% 51
2015
Q3 		$626K Sell
8,992
-1,128
-11% -$80.5K 0.62% 52
2015
Q2 		$680K Buy
10,120
+461
+5% +$31.2K 0.62% 54
2015
Q1 		$632K Sell
9,659
-149
-2% -$9.85K 0.59% 53
2014
Q4 		$643K Buy
+9,808
New +$590K 0.53% 60
2014
Q2 		– Sell
-9,200
Closed -$452K – 91
2014
Q1 		$452K Buy
9,200
+4
+0% +$222 0.42% 64
2013
Q4 		$512K Buy
+9,196
New +$464K 0.44% 67

Other funds holding V

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
TCI Fund Management
TCI Fund Management London, United Kingdom $45.2B AUM 12.74% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

L.J. Altfest & Co's V Position: Q1 2026 in Review

L.J. Altfest & Co reduced its Visa (V) stake by 6% in Q1 2026, selling an estimated $67.5K and leaving 3,314 shares worth $1M. The position accounts for 0.11% of the portfolio, ranked #141.

L.J. Altfest & Co first reported a position in V in Q4 2013 and has held it in 47 quarters since. The position peaked at $1.94M in Q1 2024. 4,446 funds tracked by Wall St. Rank hold V as of Q1 2026.

  • L.J. Altfest & Co held 3,314 shares of Visa worth $1M as of Q1 2026.
  • L.J. Altfest & Co sold 210 Visa shares in Q1 2026, an estimated $67.5K.
  • Visa made up 0.11% of L.J. Altfest & Co's portfolio in Q1 2026, its #141 holding.
  • L.J. Altfest & Co first reported a position in Visa in Q4 2013 and has held it in 47 quarters since.
  • L.J. Altfest & Co's Visa position peaked at $1.94M in Q1 2024.
  • 4,446 funds tracked by Wall St. Rank held Visa as of Q1 2026.

Based on L.J. Altfest & Co's 13F filing for Q1 2026, filed 28 Apr 2026.