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LMCG Investments’s Visa V Stock Holding History

LMCG Investments’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 		$25.6M Buy
74,631
+7,040
+10% +$2.26M 1.37% 16
2026
Q1 		$20.4M Buy
67,591
+4,336
+7% +$1.39M 1.22% 21
2025
Q4 		$22.2M Sell
63,255
-1,156
-2% -$394K 1.27% 19
2025
Q3 		$22M Sell
64,411
-1,847
-3% -$639K 1.29% 16
2025
Q2 		$23.5M Sell
66,258
-2,413
-4% -$841K 1.47% 12
2025
Q1 		$24.1M Sell
68,671
-1,959
-3% -$663K 1.6% 10
2024
Q4 		$22.3M Sell
70,630
-2,028
-3% -$610K 1.37% 12
2024
Q3 		$20M Sell
72,658
-358
-0.5% -$96.8K 1.2% 17
2024
Q2 		$19.2M Buy
73,016
+1,228
+2% +$337K 1.12% 16
2024
Q1 		$20M Sell
71,788
-5,432
-7% -$1.5M 1.18% 15
2023
Q4 		$20.1M Sell
77,220
-4,188
-5% -$1.03M 1.25% 12
2023
Q3 		$18.7M Sell
81,408
-2,396
-3% -$576K 1.26% 12
2023
Q2 		$19.9M Sell
83,804
-2,410
-3% -$552K 1.29% 10
2023
Q1 		$19.4M Sell
86,214
-561
-0.6% -$125K 1.3% 11
2022
Q4 		$18M Sell
86,775
-399
-0.5% -$80.5K 1.26% 12
2022
Q3 		$15.5M Sell
87,174
-360
-0.4% -$73.3K 1.13% 15
2022
Q2 		$17.2M Sell
87,534
-702
-0.8% -$145K 1.19% 14
2022
Q1 		$19.6M Buy
+88,236
New +$19.1M 1.13% 15
2015
Q3 		$5.63M Buy
80,877
+14,798
+22% +$1.06M 0.12% 293
2015
Q2 		$4.44M Buy
66,079
+851
+1% +$57.7K 0.1% 303
2015
Q1 		$4.27M Buy
65,228
+2,032
+3% +$134K 0.09% 317
2014
Q4 		$4.14M Hold
63,196
– – 0.09% 288
2014
Q3 		$3.37M Buy
63,196
+32
+0.1% +$1.72K 0.08% 301
2014
Q2 		$3.33M Buy
63,164
+2,220
+4% +$116K 0.07% 307
2014
Q1 		$3.29M Sell
60,944
-500
-0.8% -$27.8K 0.07% 292
2013
Q4 		$3.42M Sell
61,444
-700
-1% -$35.3K 0.07% 295
2013
Q3 		$2.97M Buy
62,144
+42,108
+210% +$1.95M 0.07% 291
2013
Q2 		$915K Buy
+20,036
New +$877K 0.02% 362

Other funds holding V

Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
ECU
Egerton Capital (UK) London, United Kingdom $10.4B AUM 25.66% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
RG
Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 1-Year Est. Return
SCI
Starlite Capital INC Dallas, Texas $9.7B AUM
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
WT
Wellcome Trust London, United Kingdom $9.01B AUM 12.05% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

LMCG Investments's V Position: Q2 2026 in Review

LMCG Investments increased its Visa (V) stake by 10% in Q2 2026, buying an estimated $2.26M and bringing the position to 74,631 shares worth $25.6M. The position accounts for 1.37% of the portfolio, ranked #16.

LMCG Investments first reported a position in V in Q2 2013 and has held it in 28 quarters since. 2,190 funds tracked by Wall St. Rank hold V as of Q2 2026.

  • LMCG Investments held 74,631 shares of Visa worth $25.6M as of Q2 2026.
  • LMCG Investments bought 7,040 Visa shares in Q2 2026, an estimated $2.26M.
  • Visa made up 1.37% of LMCG Investments's portfolio in Q2 2026, its #16 holding.
  • LMCG Investments first reported a position in Visa in Q2 2013 and has held it in 28 quarters since.
  • 2,190 funds tracked by Wall St. Rank held Visa as of Q2 2026.

Based on LMCG Investments's 13F filing for Q2 2026, filed 22 Jul 2026.