LIA
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Limestone Investment Advisors’s Visa V Stock Holding History

Limestone 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 		$2.75M Sell
9,100
-4,900
-35% -$1.58M 0.22% 77
2025
Q4 		$4.91M Buy
14,000
+4,600
+49% +$1.57M 0.47% 39
2025
Q3 		$3.21M Sell
9,400
-6,900
-42% -$2.39M 0.25% 66
2025
Q2 		$5.79M Buy
+16,300
New +$5.68M 0.5% 42

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

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

Limestone Investment Advisors increased its Visa (V) stake by 411% in Q1 2026, buying an estimated $3.59M and bringing the position to 13,871 shares worth $4.19M. The position accounts for 0.34% of the portfolio, ranked #48.

Limestone Investment Advisors first reported a position in V in Q2 2025 and has held it in 4 quarters since. The position peaked at $5.12M in Q2 2025. 4,448 funds tracked by Wall St. Rank hold V as of Q1 2026.

  • Limestone Investment Advisors held 13,871 shares of Visa worth $4.19M as of Q1 2026.
  • Limestone Investment Advisors bought 11,155 Visa shares in Q1 2026, an estimated $3.59M.
  • Visa made up 0.34% of Limestone Investment Advisors's portfolio in Q1 2026, its #48 holding.
  • Limestone Investment Advisors first reported a position in Visa in Q2 2025 and has held it in 4 quarters since.
  • Limestone Investment Advisors's Visa position peaked at $5.12M in Q2 2025.
  • 4,448 funds tracked by Wall St. Rank held Visa as of Q1 2026.

Based on Limestone Investment Advisors's 13F filing for Q1 2026, filed 15 May 2026.