LWMT
V icon

Legacy Wealth Management (Tennessee)’s Visa V Stock Holding History

Legacy Wealth Management (Tennessee)’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
Q2 		– Sell
-800
Closed -$280K – 37
2025
Q1 		$280K Sell
800
-146
-15% -$49.4K 0.02% 36
2024
Q4 		$299K Buy
946
+17
+2% +$5.11K 0.02% 35
2024
Q3 		$255K Buy
+929
New +$251K 0.02% 39

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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Legacy Wealth Management (Tennessee)'s V Position: Q2 2025 in Review

Legacy Wealth Management (Tennessee) sold out of Visa (V) in Q2 2025, closing a stake of 800 shares — an estimated $280K sold.

Legacy Wealth Management (Tennessee) first reported a position in V in Q3 2024 and held it in 3 quarters. The position peaked at $299K in Q4 2024. 4,342 funds tracked by Wall St. Rank hold V as of Q2 2025.

  • Legacy Wealth Management (Tennessee) reported no remaining Visa position as of Q2 2025 after selling out during the quarter.
  • Legacy Wealth Management (Tennessee) sold 800 Visa shares in Q2 2025, an estimated $280K.
  • Legacy Wealth Management (Tennessee) first reported a position in Visa in Q3 2024 and held it in 3 quarters.
  • Legacy Wealth Management (Tennessee)'s Visa position peaked at $299K in Q4 2024.
  • 4,342 funds tracked by Wall St. Rank held Visa as of Q2 2025.

Based on Legacy Wealth Management (Tennessee)'s 13F filing for Q2 2025, filed 17 Jul 2025.