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Lafayette Investments’s Visa V Stock Holding History

Lafayette Investments’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 		$2.74M Buy
9,066
+382
+4% +$123K 0.55% 44
2025
Q4 		$3.05M Buy
8,684
+67
+0.8% +$22.8K 0.58% 45
2025
Q3 		$2.94M Buy
8,617
+433
+5% +$150K 0.56% 48
2025
Q2 		$2.91M Buy
8,184
+205
+3% +$71.5K 0.59% 46
2025
Q1 		$2.8M Buy
7,979
+318
+4% +$108K 0.59% 45
2024
Q4 		$2.42M Sell
7,661
-146
-2% -$43.9K 0.52% 48
2024
Q3 		$2.15M Buy
7,807
+607
+8% +$164K 0.45% 51
2024
Q2 		$1.89M Buy
7,200
+289
+4% +$79.2K 0.43% 51
2024
Q1 		$1.93M Buy
6,911
+547
+9% +$151K 0.43% 54
2023
Q4 		$1.66M Buy
6,364
+68
+1% +$16.8K 0.41% 57
2023
Q3 		$1.45M Buy
6,296
+412
+7% +$99K 0.39% 57
2023
Q2 		$1.4M Buy
5,884
+985
+20% +$225K 0.37% 58
2023
Q1 		$1.1M Buy
4,899
+26
+0.5% +$5.79K 0.31% 60
2022
Q4 		$1.01M Buy
4,873
+3,444
+241% +$695K 0.28% 61
2022
Q3 		$254K Buy
1,429
+41
+3% +$8.34K 0.08% 100
2022
Q2 		$273K Buy
1,388
+19
+1% +$3.93K 0.08% 100
2022
Q1 		$304K Buy
1,369
+196
+17% +$42.4K 0.08% 101
2021
Q4 		$254K Buy
1,173
+219
+23% +$47K 0.06% 114
2021
Q3 		$213K Buy
954
+98
+11% +$23K 0.06% 121
2021
Q2 		$200K Buy
+856
New +$196K 0.05% 123

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

Lafayette Investments's V Position: Q1 2026 in Review

Lafayette Investments increased its Visa (V) stake by 4.4% in Q1 2026, buying an estimated $123K and bringing the position to 9,066 shares worth $2.74M. The position accounts for 0.55% of the portfolio, ranked #44.

Lafayette Investments first reported a position in V in Q2 2021 and has held it in 20 quarters since. The position peaked at $3.05M in Q4 2025. 4,452 funds tracked by Wall St. Rank hold V as of Q1 2026.

  • Lafayette Investments held 9,066 shares of Visa worth $2.74M as of Q1 2026.
  • Lafayette Investments bought 382 Visa shares in Q1 2026, an estimated $123K.
  • Visa made up 0.55% of Lafayette Investments's portfolio in Q1 2026, its #44 holding.
  • Lafayette Investments first reported a position in Visa in Q2 2021 and has held it in 20 quarters since.
  • Lafayette Investments's Visa position peaked at $3.05M in Q4 2025.
  • 4,452 funds tracked by Wall St. Rank held Visa as of Q1 2026.

Based on Lafayette Investments's 13F filing for Q1 2026, filed 27 Apr 2026.