LWM
V icon

LongView Wealth Management’s Visa V Stock Holding History

LongView Wealth 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 		$389K Sell
1,249
-118
-9% -$37.9K 0.1% 159
2025
Q4 		$469K Buy
1,367
+59
+5% +$20.1K 0.11% 148
2025
Q3 		$447K Buy
1,308
+15
+1% +$5.19K 0.12% 133
2025
Q2 		$459K Sell
1,293
-8
-0.6% -$2.79K 0.14% 125
2025
Q1 		$456K Sell
1,301
-119
-8% -$40.3K 0.14% 126
2024
Q4 		$449K Sell
1,420
-1
-0.1% -$301 0.14% 124
2024
Q3 		$391K Sell
1,421
-36
-2% -$9.73K 0.12% 132
2024
Q2 		$382K Sell
1,457
-14
-1% -$3.84K 0.14% 124
2024
Q1 		$411K Sell
1,471
-208
-12% -$57.4K 0.16% 122
2023
Q4 		$442K Buy
+1,679
New +$414K 0.2% 102

Other funds holding V

BlackRock
BlackRock New York $5.7T 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