Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$5.13M Buy
14,953
+494
+3% +$159K 1.33% 16
2026
Q1
$4.37M Sell
14,459
-137
-0.9% -$44.1K 1.26% 19
2025
Q4
$5.12M Buy
14,596
+849
+6% +$289K 1.48% 16
2025
Q3
$4.69M Buy
13,747
+689
+5% +$238K 1.43% 18
2025
Q2
$4.64M Buy
+13,058
New +$4.55M 1.57% 13

Other funds holding V

LOM Asset Management's V Position: Q2 2026 in Review

LOM Asset Management increased its Visa (V) stake by 3.4% in Q2 2026, buying an estimated $159K and bringing the position to 14,953 shares worth $5.13M. The position accounts for 1.33% of the portfolio, ranked #16.

LOM Asset Management first reported a position in V in Q2 2025 and has held it in 5 quarters since. 4,569 funds tracked by Wall St. Rank hold V as of Q2 2026.

  • LOM Asset Management held 14,953 shares of Visa worth $5.13M as of Q2 2026.
  • LOM Asset Management bought 494 Visa shares in Q2 2026, an estimated $159K.
  • Visa made up 1.33% of LOM Asset Management's portfolio in Q2 2026, its #16 holding.
  • LOM Asset Management first reported a position in Visa in Q2 2025 and has held it in 5 quarters since.
  • 4,569 funds tracked by Wall St. Rank held Visa as of Q2 2026.

Based on LOM Asset Management's 13F filing for Q2 2026, filed 4 Aug 2026.