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Lane & Associates’s Visa V Stock Holding History

Lane & Associates’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
2025
Q1 		$897K Sell
2,558
-21
-0.8% -$7.11K 0.48% 42
2024
Q4 		$881K Hold
2,579
– – 0.46% 44
2024
Q3 		$709K Buy
2,579
+37
+1% +$10K 0.39% 52
2024
Q2 		$667K Buy
2,542
+1
+0% +$274 0.39% 51
2024
Q1 		$709K Buy
2,541
+406
+19% +$112K 0.45% 50
2023
Q4 		$556K Buy
2,135
+4
+0.2% +$986 0.4% 53
2023
Q3 		$490K Buy
2,131
+60
+3% +$14.4K 0.39% 54
2023
Q2 		$492K Buy
2,071
+41
+2% +$9.38K 0.39% 50
2023
Q1 		$458K Sell
2,030
-64
-3% -$14.2K 0.41% 52
2022
Q4 		$435K Buy
+2,094
New +$422K 0.41% 53

Other funds holding V

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Lane & Associates's V Position: Q1 2025 in Review

Lane & Associates reduced its Visa (V) stake by 0.81% in Q1 2025, selling an estimated $7.11K and leaving 2,558 shares worth $897K. The position accounts for 0.48% of the portfolio, ranked #42.

Lane & Associates first reported a position in V in Q4 2022 and has held it in 10 quarters since. 4,279 funds tracked by Wall St. Rank hold V as of Q1 2025.

  • Lane & Associates held 2,558 shares of Visa worth $897K as of Q1 2025.
  • Lane & Associates sold 21 Visa shares in Q1 2025, an estimated $7.11K.
  • Visa made up 0.48% of Lane & Associates's portfolio in Q1 2025, its #42 holding.
  • Lane & Associates first reported a position in Visa in Q4 2022 and has held it in 10 quarters since.
  • 4,279 funds tracked by Wall St. Rank held Visa as of Q1 2025.

Based on Lane & Associates's 13F filing for Q1 2025, filed 1 May 2025.