LMFP
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Larry Mathis Financial Planning’s Visa V Stock Holding History

Larry Mathis Financial Planning’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 		$864K Sell
2,519
-134
-5% -$43K 0.66% 37
2026
Q1 		$802K Buy
2,653
+667
+34% +$214K 0.72% 31
2025
Q4 		$697K Buy
+1,986
New +$677K 0.61% 47

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

Larry Mathis Financial Planning's V Position: Q2 2026 in Review

Larry Mathis Financial Planning reduced its Visa (V) stake by 5.1% in Q2 2026, selling an estimated $43K and leaving 2,519 shares worth $864K. The position accounts for 0.66% of the portfolio, ranked #37.

Larry Mathis Financial Planning first reported a position in V in Q4 2025 and has held it in 3 quarters since. 4,539 funds tracked by Wall St. Rank hold V as of Q2 2026.

  • Larry Mathis Financial Planning held 2,519 shares of Visa worth $864K as of Q2 2026.
  • Larry Mathis Financial Planning sold 134 Visa shares in Q2 2026, an estimated $43K.
  • Visa made up 0.66% of Larry Mathis Financial Planning's portfolio in Q2 2026, its #37 holding.
  • Larry Mathis Financial Planning first reported a position in Visa in Q4 2025 and has held it in 3 quarters since.
  • 4,539 funds tracked by Wall St. Rank held Visa as of Q2 2026.

Based on Larry Mathis Financial Planning's 13F filing for Q2 2026, filed 17 Jul 2026.