Lewis Asset Management’s Visa V Stock Holding History

Lewis Asset 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	$1.82M	Buy	5,300 +549	+12%	+$176K	0.64%	38
2026 Q1	$1.44M	Buy	4,751 +438	+10%	+$141K	0.59%	42
2025 Q4	$1.51M	Buy	4,313 +22	+0.5%	+$7.5K	0.62%	41
2025 Q3	$1.46M	Buy	4,291 +199	+5%	+$68.9K	0.6%	41
2025 Q2	$1.45M	Buy	4,092 +1,751	+75%	+$610K	0.68%	33
2025 Q1	$820K	Buy	2,341 +31	+1%	+$10.5K	0.68%	39
2024 Q4	$730K	Sell	2,310 -19	-0.8%	-$5.71K	0.56%	43
2024 Q3	$640K	Buy	2,329 +157	+7%	+$42.4K	0.47%	57
2024 Q2	$570K	Sell	2,172 -29	-1%	-$7.95K	0.44%	52
2024 Q1	$614K	Sell	2,201 -9	-0.4%	-$2.48K	0.51%	47
2023 Q4	$575K	Buy	+2,210	New	+$545K	0.53%	47

Other funds holding V

Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return

ECU

Egerton Capital (UK) London, United Kingdom $10.4B AUM 25.66% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 1-Year Est. Return

SCI

Starlite Capital INC Dallas, Texas $9.7B AUM

Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Wellcome Trust London, United Kingdom $9.01B AUM 12.05% 1-Year Est. Return

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

Lewis Asset Management's V Position: Q2 2026 in Review

Lewis Asset Management increased its Visa (V) stake by 12% in Q2 2026, buying an estimated $176K and bringing the position to 5,300 shares worth $1.82M. The position accounts for 0.64% of the portfolio, ranked #38.

Lewis Asset Management first reported a position in V in Q4 2023 and has held it in 11 quarters since. 2,114 funds tracked by Wall St. Rank hold V as of Q2 2026.

Lewis Asset Management held 5,300 shares of Visa worth $1.82M as of Q2 2026.
Lewis Asset Management bought 549 Visa shares in Q2 2026, an estimated $176K.
Visa made up 0.64% of Lewis Asset Management's portfolio in Q2 2026, its #38 holding.
Lewis Asset Management first reported a position in Visa in Q4 2023 and has held it in 11 quarters since.
2,114 funds tracked by Wall St. Rank held Visa as of Q2 2026.

Based on Lewis Asset Management's 13F filing for Q2 2026, filed 21 Jul 2026.