LWM
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LeConte Wealth Management’s Visa V Stock Holding History

LeConte Wealth Management’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 		$646K Buy
1,882
+288
+18% +$92.5K 0.35% 55
2026
Q1 		$482K Sell
1,594
-130
-8% -$41.8K 0.31% 54
2025
Q4 		$605K Sell
1,724
-1
-0.1% -$341 0.4% 37
2025
Q3 		$589K Buy
1,725
+137
+9% +$47.4K 0.39% 37
2025
Q2 		$564K Buy
1,588
+611
+63% +$213K 0.38% 36
2025
Q1 		$342K Buy
+977
New +$331K 0.22% 38

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

LeConte Wealth Management's V Position: Q2 2026 in Review

LeConte Wealth Management increased its Visa (V) stake by 18% in Q2 2026, buying an estimated $92.5K and bringing the position to 1,882 shares worth $646K. The position accounts for 0.35% of the portfolio, ranked #55.

LeConte Wealth Management first reported a position in V in Q1 2025 and has held it in 6 quarters since. 4,575 funds tracked by Wall St. Rank hold V as of Q2 2026.

  • LeConte Wealth Management held 1,882 shares of Visa worth $646K as of Q2 2026.
  • LeConte Wealth Management bought 288 Visa shares in Q2 2026, an estimated $92.5K.
  • Visa made up 0.35% of LeConte Wealth Management's portfolio in Q2 2026, its #55 holding.
  • LeConte Wealth Management first reported a position in Visa in Q1 2025 and has held it in 6 quarters since.
  • 4,575 funds tracked by Wall St. Rank held Visa as of Q2 2026.

Based on LeConte Wealth Management's 13F filing for Q2 2026, filed 7 Aug 2026.