LBMC Investment Advisors’s Visa V Stock Holding History

LBMC Investment Advisors’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	$1.15M	Buy	3,805 +58	+2%	+$18.6K	0.07%	99
2025 Q4	$1.31M	Buy	3,747 +55	+1%	+$18.7K	0.08%	90
2025 Q3	$1.26M	Buy	3,692 +447	+14%	+$155K	0.08%	92
2025 Q2	$1.15M	Hold	3,245	–	–	0.08%	85
2025 Q1	$1.14M	Buy	3,245 +320	+11%	+$108K	0.09%	79
2024 Q4	$925K	Hold	2,925	–	–	0.07%	80
2024 Q3	$804K	Hold	2,925	–	–	0.06%	86
2024 Q2	$768K	Hold	2,925	–	–	0.07%	80
2024 Q1	$816K	Hold	2,925	–	–	0.07%	84
2023 Q4	$762K	Hold	2,925	–	–	0.07%	78
2023 Q3	$669K	Buy	2,925 +40	+1%	+$9.62K	0.07%	80
2023 Q2	$685K	Hold	2,885	–	–	0.07%	78
2023 Q1	$650K	Buy	2,885 +1	+0%	+$223	0.07%	77
2022 Q4	$599K	Hold	2,884	–	–	0.06%	81
2022 Q3	$512K	Hold	2,884	–	–	0.06%	79
2022 Q2	$568K	Sell	2,884 -43	-1%	-$8.89K	0.06%	76
2022 Q1	$649K	Sell	2,927 -195	-6%	-$42.2K	0.06%	76
2021 Q4	$677K	Sell	3,122 -5,748	-65%	-$1.23M	0.06%	80
2021 Q3	$695	Buy	8,870 +5,943	+203%	+$1.39M	0.07%	76
2021 Q2	$684K	Buy	2,927 +1,921	+191%	+$439K	0.07%	75
2021 Q1	$213K	Hold	1,006	–	–	0.02%	128
2020 Q4	$220K	Buy	+1,006	New	+$206K	0.03%	124

Other funds holding V

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

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 London, United Kingdom $45.2B AUM 12.74% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

LBMC Investment Advisors's V Position: Q1 2026 in Review

LBMC Investment Advisors increased its Visa (V) stake by 1.5% in Q1 2026, buying an estimated $18.6K and bringing the position to 3,805 shares worth $1.15M. The position accounts for 0.07% of the portfolio, ranked #99.

LBMC Investment Advisors first reported a position in V in Q4 2020 and has held it in 22 quarters since. The position peaked at $1.31M in Q4 2025. 4,452 funds tracked by Wall St. Rank hold V as of Q1 2026.

LBMC Investment Advisors held 3,805 shares of Visa worth $1.15M as of Q1 2026.
LBMC Investment Advisors bought 58 Visa shares in Q1 2026, an estimated $18.6K.
Visa made up 0.07% of LBMC Investment Advisors's portfolio in Q1 2026, its #99 holding.
LBMC Investment Advisors first reported a position in Visa in Q4 2020 and has held it in 22 quarters since.
LBMC Investment Advisors's Visa position peaked at $1.31M in Q4 2025.
4,452 funds tracked by Wall St. Rank held Visa as of Q1 2026.

Based on LBMC Investment Advisors's 13F filing for Q1 2026, filed 14 May 2026.