LSWM
V icon

Lorne Steinberg Wealth Management’s Visa V Stock Holding History

Lorne Steinberg 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
Q2 		$10M Buy
29,287
+806
+3% +$259K 2.06% 23
2026
Q1 		$8.61M Buy
28,481
+407
+1% +$131K 2.04% 21
2025
Q4 		$9.85M Buy
28,074
+37
+0.1% +$12.6K 2.26% 15
2025
Q3 		$9.57M Buy
28,037
+64
+0.2% +$22.1K 2.31% 17
2025
Q2 		$9.93M Sell
27,973
-185
-0.7% -$64.5K 2.59% 12
2025
Q1 		$9.87M Sell
28,158
-43
-0.2% -$14.6K 2.88% 6
2024
Q4 		$8.91M Buy
28,201
+150
+0.5% +$45.1K 2.58% 12
2024
Q3 		$7.71M Sell
28,051
-275
-1% -$74.3K 2.23% 15
2024
Q2 		$7.43M Buy
28,326
+248
+0.9% +$68K 2.39% 12
2024
Q1 		$7.84M Sell
28,078
-317
-1% -$87.5K 2.45% 9
2023
Q4 		$7.39M Buy
28,395
+276
+1% +$68K 2.48% 9
2023
Q3 		$6.47M Sell
28,119
-135
-0.5% -$32.5K 2.49% 8
2023
Q2 		$6.71M Sell
28,254
-95
-0.3% -$21.7K 2.53% 8
2023
Q1 		$6.39M Sell
28,349
-185
-0.6% -$41.2K 2.55% 10
2022
Q4 		$5.93M Buy
28,534
+289
+1% +$58.3K 2.55% 12
2022
Q3 		$5.02M Sell
28,245
-12
-0% -$2.44K 2.44% 14
2022
Q2 		$5.56M Buy
28,257
+635
+2% +$131K 2.62% 12
2022
Q1 		$6.13M Buy
27,622
+329
+1% +$71.2K 2.83% 11
2021
Q4 		$5.92M Buy
27,293
+2,641
+11% +$567K 2.54% 14
2021
Q3 		$5.49M Buy
24,652
+550
+2% +$129K 2.66% 15
2021
Q2 		$5.64M Buy
24,102
+615
+3% +$141K 2.77% 12
2021
Q1 		$4.97M Buy
23,487
+2,375
+11% +$500K 2.63% 17
2020
Q4 		$4.63M Buy
+21,112
New +$4.32M 2.88% 11

Other funds holding V

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
TCI Fund Management
TCI Fund Management London, United Kingdom $52.8B AUM 12.71% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Lorne Steinberg Wealth Management's V Position: Q2 2026 in Review

Lorne Steinberg Wealth Management increased its Visa (V) stake by 2.8% in Q2 2026, buying an estimated $259K and bringing the position to 29,287 shares worth $10M. The position accounts for 2.06% of the portfolio, ranked #23.

Lorne Steinberg Wealth Management first reported a position in V in Q4 2020 and has held it in 23 quarters since. 4,546 funds tracked by Wall St. Rank hold V as of Q2 2026.

  • Lorne Steinberg Wealth Management held 29,287 shares of Visa worth $10M as of Q2 2026.
  • Lorne Steinberg Wealth Management bought 806 Visa shares in Q2 2026, an estimated $259K.
  • Visa made up 2.06% of Lorne Steinberg Wealth Management's portfolio in Q2 2026, its #23 holding.
  • Lorne Steinberg Wealth Management first reported a position in Visa in Q4 2020 and has held it in 23 quarters since.
  • 4,546 funds tracked by Wall St. Rank held Visa as of Q2 2026.

Based on Lorne Steinberg Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.