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LM Advisors’s Visa V Stock Holding History

LM 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 		$8.08K Sell
2,440
-374
-13% -$120K 0.13% 108
2025
Q4 		$8.02K Sell
2,814
-5,378
-66% -$1.83M 0.14% 99
2025
Q3 		$2.8M Sell
8,192
-7
-0.1% -$2.42K 0.4% 50
2025
Q2 		$2.91M Buy
8,199
+751
+10% +$262K 0.37% 43
2025
Q1 		$2.61M Buy
7,448
+49
+0.7% +$16.6K 0.47% 40
2024
Q4 		$2.34M Sell
7,399
-1,862
-20% -$560K 0.42% 45
2024
Q3 		$2.55M Sell
9,261
-3,465
-27% -$937K 0.52% 40
2024
Q2 		$3.34M Sell
12,726
-2,254
-15% -$618K 0.01% 52
2024
Q1 		$4.18M Buy
14,980
+3,639
+32% +$1M 0.66% 28
2023
Q4 		$2.95M Buy
+11,341
New +$2.8M 0.59% 36

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

LM Advisors's V Position: Q1 2026 in Review

LM Advisors reduced its Visa (V) stake by 13% in Q1 2026, selling an estimated $120K and leaving 2,440 shares worth $8.08K. The position accounts for 0.13% of the portfolio, ranked #108.

LM Advisors first reported a position in V in Q4 2023 and has held it in 10 quarters since. The position peaked at $4.18M in Q1 2024. 4,452 funds tracked by Wall St. Rank hold V as of Q1 2026.

  • LM Advisors held 2,440 shares of Visa worth $8.08K as of Q1 2026.
  • LM Advisors sold 374 Visa shares in Q1 2026, an estimated $120K.
  • Visa made up 0.13% of LM Advisors's portfolio in Q1 2026, its #108 holding.
  • LM Advisors first reported a position in Visa in Q4 2023 and has held it in 10 quarters since.
  • LM Advisors's Visa position peaked at $4.18M in Q1 2024.
  • 4,452 funds tracked by Wall St. Rank held Visa as of Q1 2026.

Based on LM Advisors's 13F filing for Q1 2026, filed 14 May 2026.