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London & Capital Asset Management’s Visa V Stock Holding History

London & Capital 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 		$468M Buy
1,549,069
+73,988
+5% +$23.8M 5.1% 2
2025
Q4 		$518M Buy
1,475,081
+1,323,438
+873% +$451M 5.36% 4
2025
Q3 		$51.8M Buy
151,643
+26,614
+21% +$9.21M 3.7% 7
2025
Q2 		$44.4M Buy
125,029
+43,591
+54% +$15.2M 3.37% 8
2025
Q1 		$28.5M Buy
81,438
+11,849
+17% +$4.01M 2.45% 14
2024
Q4 		$22M Sell
69,589
-1,012
-1% -$304K 1.87% 23
2024
Q3 		$19.4M Buy
70,601
+266
+0.4% +$71.9K 1.54% 30
2024
Q2 		$18.5M Sell
70,335
-15,377
-18% -$4.21M 1.56% 28
2024
Q1 		$23.9M Buy
85,712
+2,138
+3% +$590K 1.83% 22
2023
Q4 		$21.8M Sell
83,574
-4,556
-5% -$1.12M 1.83% 24
2023
Q3 		$20.3M Sell
88,130
-4,459
-5% -$1.07M 1.85% 23
2023
Q2 		$22M Sell
92,589
-7,444
-7% -$1.7M 2.18% 20
2023
Q1 		$22.6M Sell
100,033
-7,654
-7% -$1.7M 2.12% 19
2022
Q4 		$22.4M Sell
107,687
-10,006
-9% -$2.02M 2.06% 19
2022
Q3 		$20.9M Sell
117,693
-43,820
-27% -$8.92M 1.95% 19
2022
Q2 		$31.8M Buy
+161,513
New +$33.4M 2.52% 19
2022
Q1 		– Sell
-269,824
Closed -$58.5M – 75
2021
Q4 		$58.5M Buy
269,824
+58,971
+28% +$12.7M 3.59% 4
2021
Q3 		$47M Buy
210,853
+63,286
+43% +$14.8M 3.41% 4
2021
Q2 		$34.5M Buy
147,567
+29,813
+25% +$6.82M 2.82% 9
2021
Q1 		$24.9M Buy
117,754
+34,147
+41% +$7.19M 2.33% 16
2020
Q4 		$18.3M Buy
83,607
+27,212
+48% +$5.57M 2.03% 20
2020
Q3 		$11.3M Buy
56,395
+19,940
+55% +$3.98M 1.51% 24
2020
Q2 		$7.04M Buy
36,455
+14,691
+68% +$2.68M 1.23% 25
2020
Q1 		$3.51M Buy
21,764
+15,326
+238% +$2.89M 0.82% 24
2019
Q4 		$1.21M Buy
6,438
+1,381
+27% +$249K 0.19% 47
2019
Q3 		$870K Sell
5,057
-504
-9% -$89.8K 0.15% 53
2019
Q2 		$965K Buy
5,561
+60
+1% +$9.82K 0.2% 48
2019
Q1 		$859K Buy
5,501
+694
+14% +$100K 0.13% 48
2018
Q4 		$634K Buy
+4,807
New +$664K 0.1% 57

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

London & Capital Asset Management's V Position: Q1 2026 in Review

London & Capital Asset Management increased its Visa (V) stake by 5% in Q1 2026, buying an estimated $23.8M and bringing the position to 1,549,069 shares worth $468M. The position accounts for 5.1% of the portfolio, ranked #2.

London & Capital Asset Management first reported a position in V in Q4 2018 and has held it in 29 quarters since. The position peaked at $518M in Q4 2025. 4,447 funds tracked by Wall St. Rank hold V as of Q1 2026.

  • London & Capital Asset Management held 1,549,069 shares of Visa worth $468M as of Q1 2026.
  • London & Capital Asset Management bought 73,988 Visa shares in Q1 2026, an estimated $23.8M.
  • Visa made up 5.1% of London & Capital Asset Management's portfolio in Q1 2026, its #2 holding.
  • London & Capital Asset Management first reported a position in Visa in Q4 2018 and has held it in 29 quarters since.
  • London & Capital Asset Management's Visa position peaked at $518M in Q4 2025.
  • 4,447 funds tracked by Wall St. Rank held Visa as of Q1 2026.

Based on London & Capital Asset Management's 13F filing for Q1 2026, filed 15 May 2026.