LAM
V icon

LOM Asset Management’s Visa V Stock Holding History

LOM Asset 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
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

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

LOM Asset Management's V Position: Q1 2026 in Review

LOM Asset Management reduced its Visa (V) stake by 0.94% in Q1 2026, selling an estimated $44.1K and leaving 14,459 shares worth $4.37M. The position accounts for 1.26% of the portfolio, ranked #19.

LOM Asset Management first reported a position in V in Q2 2025 and has held it in 4 quarters since. The position peaked at $5.12M in Q4 2025. 4,446 funds tracked by Wall St. Rank hold V as of Q1 2026.

  • LOM Asset Management held 14,459 shares of Visa worth $4.37M as of Q1 2026.
  • LOM Asset Management sold 137 Visa shares in Q1 2026, an estimated $44.1K.
  • Visa made up 1.26% of LOM Asset Management's portfolio in Q1 2026, its #19 holding.
  • LOM Asset Management first reported a position in Visa in Q2 2025 and has held it in 4 quarters since.
  • LOM Asset Management's Visa position peaked at $5.12M in Q4 2025.
  • 4,446 funds tracked by Wall St. Rank held Visa as of Q1 2026.

Based on LOM Asset Management's 13F filing for Q1 2026, filed 5 May 2026.