LJI Wealth Management
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
Q3 		$472K Sell
1,314
-333
-20% -$122K 0.07% 113
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

State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $824B AUM 37.44% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $483B AUM 27.72% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $474B AUM 32.39% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

LJI Wealth Management's V Position: Q3 2026 in Review

LJI Wealth Management reduced its Visa (V) stake by 20% in Q3 2026, selling an estimated $122K and leaving 1,314 shares worth $472K. The position accounts for 0.07% of the portfolio, ranked #113.

LJI Wealth Management first reported a position in V in Q4 2022 and has held it in 15 quarters since. The position peaked at $565K in Q2 2026. 3,586 funds tracked by Wall St. Rank hold V as of Q3 2026.

  • LJI Wealth Management held 1,314 shares of Visa worth $472K as of Q3 2026.
  • LJI Wealth Management sold 333 Visa shares in Q3 2026, an estimated $122K.
  • Visa made up 0.07% of LJI Wealth Management's portfolio in Q3 2026, its #113 holding.
  • LJI Wealth Management first reported a position in Visa in Q4 2022 and has held it in 15 quarters since.
  • LJI Wealth Management's Visa position peaked at $565K in Q2 2026.
  • 3,586 funds tracked by Wall St. Rank held Visa as of Q3 2026.

Based on LJI Wealth Management's 13F filing for Q3 2026, filed 28 Oct 2026.