LWM
V icon

LJI Wealth Management’s Visa V Stock Holding History

LJI 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 		$565K Buy
1,647
+335
+26% +$108K 0.08% 102
2026
Q1 		$397K Hold
1,312
– – 0.06% 125
2025
Q4 		$460K Hold
1,312
– – 0.07% 112
2025
Q3 		$448K Hold
1,312
– – 0.08% 95
2025
Q2 		$466K Sell
1,312
-100
-7% -$34.9K 0.08% 97
2025
Q1 		$495K Hold
1,412
– – 0.1% 86
2024
Q4 		$446K Hold
1,412
– – 0.09% 99
2024
Q3 		$388K Sell
1,412
-6
-0.4% -$1.62K 0.08% 130
2024
Q2 		$372K Buy
+1,418
New +$389K 0.08% 125
2024
Q1 		– Sell
-1,464
Closed -$381K – 175
2023
Q4 		$381K Sell
1,464
-1
-0.1% -$246 0.1% 111
2023
Q3 		$337K Buy
1,465
+250
+21% +$60.1K 0.1% 112
2023
Q2 		$289K Hold
1,215
– – 0.08% 121
2023
Q1 		$274K Sell
1,215
-60
-5% -$13.4K 0.09% 121
2022
Q4 		$265K Buy
+1,275
New +$257K 0.09% 111

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

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

LJI Wealth Management increased its Visa (V) stake by 26% in Q2 2026, buying an estimated $108K and bringing the position to 1,647 shares worth $565K. The position accounts for 0.08% of the portfolio, ranked #102.

LJI Wealth Management first reported a position in V in Q4 2022 and has held it in 14 quarters since. 4,546 funds tracked by Wall St. Rank hold V as of Q2 2026.

  • LJI Wealth Management held 1,647 shares of Visa worth $565K as of Q2 2026.
  • LJI Wealth Management bought 335 Visa shares in Q2 2026, an estimated $108K.
  • Visa made up 0.08% of LJI Wealth Management's portfolio in Q2 2026, its #102 holding.
  • LJI Wealth Management first reported a position in Visa in Q4 2022 and has held it in 14 quarters since.
  • 4,546 funds tracked by Wall St. Rank held Visa as of Q2 2026.

Based on LJI Wealth Management's 13F filing for Q2 2026, filed 31 Jul 2026.