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Landmark Wealth Management (New York)’s Visa V Stock Holding History

Landmark Wealth Management (New York)’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 		$748K Buy
+2,476
New +$796K 0.2% 86
2022
Q2 		– Sell
-324
Closed -$324 – 164
2022
Q1 		$324 Buy
+324
New +$70.1K ﹤0.01% 149

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

Landmark Wealth Management (New York)'s V Position: Q1 2026 in Review

Landmark Wealth Management (New York) opened a new position in Visa (V) in Q1 2026: 2,476 shares worth $748K. The stake represents 0.2% of the portfolio and ranks #86 among its holdings. This is a return to the name: Landmark Wealth Management (New York) previously reported a position in V as recently as Q1 2022.

Landmark Wealth Management (New York) first reported a position in V in Q1 2022 and has held it in 2 quarters since. 4,452 funds tracked by Wall St. Rank hold V as of Q1 2026.

  • Landmark Wealth Management (New York) held 2,476 shares of Visa worth $748K as of Q1 2026.
  • Visa was a new Landmark Wealth Management (New York) position in Q1 2026.
  • Visa made up 0.2% of Landmark Wealth Management (New York)'s portfolio in Q1 2026, its #86 holding.
  • Landmark Wealth Management (New York) first reported a position in Visa in Q1 2022 and has held it in 2 quarters since.
  • 4,452 funds tracked by Wall St. Rank held Visa as of Q1 2026.

Based on Landmark Wealth Management (New York)'s 13F filing for Q1 2026, filed 29 Apr 2026.