LWM
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Lakeridge Wealth Management’s Visa V Stock Holding History

Lakeridge Wealth Management’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
Q2 		$540K Sell
1,573
-22
-1% -$7.06K 0.2% 99
2026
Q1 		$482K Sell
1,595
-47
-3% -$15.1K 0.21% 97
2025
Q4 		$576K Buy
1,642
+51
+3% +$17.4K 0.26% 83
2025
Q3 		$543K Sell
1,591
-33
-2% -$11.4K 0.24% 78
2025
Q2 		$577K Buy
1,624
+117
+8% +$40.8K 0.27% 72
2025
Q1 		$528K Buy
1,507
+81
+6% +$27.4K 0.26% 78
2024
Q4 		$451K Buy
1,426
+9
+0.6% +$2.71K 0.23% 86
2024
Q3 		$390K Sell
1,417
-11
-0.8% -$2.97K 0.21% 91
2024
Q2 		$375K Sell
1,428
-88
-6% -$24.1K 0.23% 88
2024
Q1 		$423K Buy
1,516
+10
+0.7% +$2.76K 0.27% 69
2023
Q4 		$392K Buy
+1,506
New +$371K 0.28% 73

Other funds holding V

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
TCI Fund Management
TCI Fund Management London, United Kingdom $52.8B AUM 12.71% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Lakeridge Wealth Management's V Position: Q2 2026 in Review

Lakeridge Wealth Management reduced its Visa (V) stake by 1.4% in Q2 2026, selling an estimated $7.06K and leaving 1,573 shares worth $540K. The position accounts for 0.2% of the portfolio, ranked #99.

Lakeridge Wealth Management first reported a position in V in Q4 2023 and has held it in 11 quarters since. The position peaked at $577K in Q2 2025. 4,562 funds tracked by Wall St. Rank hold V as of Q2 2026.

  • Lakeridge Wealth Management held 1,573 shares of Visa worth $540K as of Q2 2026.
  • Lakeridge Wealth Management sold 22 Visa shares in Q2 2026, an estimated $7.06K.
  • Visa made up 0.2% of Lakeridge Wealth Management's portfolio in Q2 2026, its #99 holding.
  • Lakeridge Wealth Management first reported a position in Visa in Q4 2023 and has held it in 11 quarters since.
  • Lakeridge Wealth Management's Visa position peaked at $577K in Q2 2025.
  • 4,562 funds tracked by Wall St. Rank held Visa as of Q2 2026.

Based on Lakeridge Wealth Management's 13F filing for Q2 2026, filed 14 Jul 2026.