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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
Q2 		$853K Buy
2,485
+9
+0.4% +$2.89K 0.2% 80
2026
Q1 		$748K Buy
+2,476
New +$796K 0.2% 86

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

Landmark Wealth Management (New York)'s V Position: Q2 2026 in Review

Landmark Wealth Management (New York) increased its Visa (V) stake by 0.36% in Q2 2026, buying an estimated $2.89K and bringing the position to 2,485 shares worth $853K. The position accounts for 0.2% of the portfolio, ranked #80.

Landmark Wealth Management (New York) first reported a position in V in Q1 2026 and has held it in 2 quarters since. 4,583 funds tracked by Wall St. Rank hold V as of Q2 2026.

  • Landmark Wealth Management (New York) held 2,485 shares of Visa worth $853K as of Q2 2026.
  • Landmark Wealth Management (New York) bought 9 Visa shares in Q2 2026, an estimated $2.89K.
  • Visa made up 0.2% of Landmark Wealth Management (New York)'s portfolio in Q2 2026, its #80 holding.
  • Landmark Wealth Management (New York) first reported a position in Visa in Q1 2026 and has held it in 2 quarters since.
  • 4,583 funds tracked by Wall St. Rank held Visa as of Q2 2026.

Based on Landmark Wealth Management (New York)'s 13F filing for Q2 2026, filed 10 Aug 2026.