LWM
V icon

Liberty Wealth Management’s Visa V Stock Holding History

Liberty 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
Q1 		$1.09M Buy
3,595
+111
+3% +$35.7K 0.14% 92
2025
Q4 		$1.22M Sell
3,484
-255
-7% -$86.9K 0.16% 84
2025
Q3 		$1.28M Buy
3,739
+163
+5% +$56.4K 0.18% 79
2025
Q2 		$1.27M Sell
3,576
-7,196
-67% -$2.51M 0.2% 73
2025
Q1 		$3.78M Sell
10,772
-285
-3% -$96.4K 0.72% 37
2024
Q4 		$3.49M Sell
11,057
-7,392
-40% -$2.22M 0.58% 41
2024
Q3 		$5.07M Sell
18,449
-6,981
-27% -$1.89M 0.86% 30
2024
Q2 		$5.23M Buy
25,430
+6,342
+33% +$1.74M 0.96% 28
2024
Q1 		$5.33M Buy
+19,088
New +$5.27M 1.04% 27
2023
Q4 		– Sell
-3,219
Closed -$740K – 189
2023
Q3 		$740K Sell
3,219
-227
-7% -$54.6K 0.18% 67
2023
Q2 		$818K Sell
3,446
-170
-5% -$38.9K 0.2% 62
2023
Q1 		$815K Buy
+3,616
New +$805K 0.17% 80
2022
Q3 		$652K Buy
3,670
+388
+12% +$79K 0.17% 68
2022
Q2 		$646K Buy
3,282
+200
+6% +$41.3K 0.26% 65
2022
Q1 		$686K Buy
+3,082
New +$667K 0.25% 66
2021
Q4 		– Sell
-3,608
Closed -$775K – 82
2021
Q3 		$801K Buy
3,608
+569
+19% +$133K 0.29% 53
2021
Q2 		$711K Sell
3,039
-43
-1% -$9.83K 0.28% 53
2021
Q1 		$611K Hold
3,082
– – 0.3% 53
2020
Q4 		$611K Sell
3,082
-47
-2% -$9.62K 0.3% 53
2020
Q3 		$626K Buy
3,129
+1,742
+126% +$348K 0.37% 42
2020
Q2 		$268K Buy
1,387
+332
+31% +$60.7K 0.19% 74
2020
Q1 		$170K Sell
1,055
-25
-2% -$4.71K 0.15% 98
2019
Q4 		$203K Buy
1,080
+9
+0.8% +$1.62K 0.16% 102
2019
Q3 		$184K Sell
1,071
-2,877
-73% -$512K 0.17% 100
2019
Q2 		$685K Buy
3,948
+2,722
+222% +$446K 0.6% 34
2019
Q1 		$191K Buy
1,226
+68
+6% +$9.8K 0.14% 91
2018
Q4 		$152K Buy
+1,158
New +$160K 0.11% 99

Other funds holding V

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
TCI Fund Management
TCI Fund Management London, United Kingdom $45.2B AUM 12.74% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Liberty Wealth Management's V Position: Q1 2026 in Review

Liberty Wealth Management increased its Visa (V) stake by 3.2% in Q1 2026, buying an estimated $35.7K and bringing the position to 3,595 shares worth $1.09M. The position accounts for 0.14% of the portfolio, ranked #92.

Liberty Wealth Management first reported a position in V in Q4 2018 and has held it in 27 quarters since. The position peaked at $5.33M in Q1 2024. 4,449 funds tracked by Wall St. Rank hold V as of Q1 2026.

  • Liberty Wealth Management held 3,595 shares of Visa worth $1.09M as of Q1 2026.
  • Liberty Wealth Management bought 111 Visa shares in Q1 2026, an estimated $35.7K.
  • Visa made up 0.14% of Liberty Wealth Management's portfolio in Q1 2026, its #92 holding.
  • Liberty Wealth Management first reported a position in Visa in Q4 2018 and has held it in 27 quarters since.
  • Liberty Wealth Management's Visa position peaked at $5.33M in Q1 2024.
  • 4,449 funds tracked by Wall St. Rank held Visa as of Q1 2026.

Based on Liberty Wealth Management's 13F filing for Q1 2026, filed 12 May 2026.