Lord & Richards Wealth Management’s Visa V Stock Holding History

Lord & Richards 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 Q3	$1.01M	Sell	2,806 -1,157	-29%	-$423K	0.77%	33
2026 Q2	$1.36M	Sell	3,963 -111	-3%	-$35.6K	1.06%	24
2026 Q1	$1.23M	Sell	4,074 -24	-0.6%	-$7.72K	1.08%	23
2025 Q4	$1.44M	Sell	4,098 -2,016	-33%	-$687K	1.23%	22
2025 Q3	$2.09M	Buy	6,114 +1,332	+28%	+$461K	1.91%	15
2025 Q2	$1.7M	Buy	4,782 +440	+10%	+$153K	1.77%	15
2025 Q1	$1.52M	Buy	4,342 +2,409	+125%	+$815K	1.73%	12
2024 Q4	$611K	Buy	+1,933	New	+$581K	1.29%	24

Other funds holding V

BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM

State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM

Capital World Investors Los Angeles, California $824B AUM 37.44% 1-Year Est. Return

Capital International Investors Los Angeles, California $483B AUM 27.72% 1-Year Est. Return

JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return

Lord & Richards Wealth Management's V Position: Q3 2026 in Review

Lord & Richards Wealth Management reduced its Visa (V) stake by 29% in Q3 2026, selling an estimated $423K and leaving 2,806 shares worth $1.01M. The position accounts for 0.77% of the portfolio, ranked #33.

Lord & Richards Wealth Management first reported a position in V in Q4 2024 and has held it in 8 quarters since. The position peaked at $2.09M in Q3 2025. 4,065 funds tracked by Wall St. Rank hold V as of Q3 2026.

Lord & Richards Wealth Management held 2,806 shares of Visa worth $1.01M as of Q3 2026.
Lord & Richards Wealth Management sold 1,157 Visa shares in Q3 2026, an estimated $423K.
Visa made up 0.77% of Lord & Richards Wealth Management's portfolio in Q3 2026, its #33 holding.
Lord & Richards Wealth Management first reported a position in Visa in Q4 2024 and has held it in 8 quarters since.
Lord & Richards Wealth Management's Visa position peaked at $2.09M in Q3 2025.
4,065 funds tracked by Wall St. Rank held Visa as of Q3 2026.

Based on Lord & Richards Wealth Management's 13F filing for Q3 2026, filed 14 Oct 2026.