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Lowe Brockenbrough & Co’s Visa V Stock Holding History

Lowe Brockenbrough & Co’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 		$8.38M Sell
27,723
-11,894
-30% -$3.82M 0.42% 63
2025
Q4 		$13.9M Buy
39,617
+105
+0.3% +$35.8K 0.68% 44
2025
Q3 		$13.5M Buy
39,512
+123
+0.3% +$42.6K 0.69% 42
2025
Q2 		$14M Sell
39,389
-241
-0.6% -$84K 0.79% 35
2025
Q1 		$13.9M Sell
39,630
-109
-0.3% -$36.9K 0.91% 30
2024
Q4 		$12.6M Buy
39,739
+108
+0.3% +$32.5K 0.81% 38
2024
Q3 		$10.9M Sell
39,631
-8,293
-17% -$2.24M 0.7% 46
2024
Q2 		$12.6M Buy
47,924
+50
+0.1% +$13.7K 0.84% 38
2024
Q1 		$13.4M Buy
47,874
+8,619
+22% +$2.38M 0.9% 38
2023
Q4 		$10.2M Sell
39,255
-9,418
-19% -$2.32M 0.79% 40
2023
Q3 		$11.2M Sell
48,673
-934
-2% -$225K 0.87% 35
2023
Q2 		$11.8M Buy
49,607
+223
+0.5% +$51K 0.89% 35
2023
Q1 		$11.1M Buy
49,384
+1,102
+2% +$245K 0.9% 33
2022
Q4 		$10M Sell
48,282
-870
-2% -$175K 0.87% 35
2022
Q3 		$8.73M Sell
49,152
-3,201
-6% -$651K 0.84% 37
2022
Q2 		$10.3M Sell
52,353
-225
-0.4% -$46.5K 0.9% 35
2022
Q1 		$11.7M Sell
52,578
-1,758
-3% -$380K 0.86% 36
2021
Q4 		$11.8M Buy
54,336
+900
+2% +$193K 0.86% 37
2021
Q3 		$11.9M Buy
53,436
+1,962
+4% +$460K 0.93% 36
2021
Q2 		$12M Buy
51,474
+982
+2% +$224K 1.08% 31
2021
Q1 		$10.7M Buy
50,492
+1,670
+3% +$352K 1.04% 32
2020
Q4 		$10.7M Buy
48,822
+910
+2% +$186K 1.16% 25
2020
Q3 		$9.58M Sell
47,912
-35
-0.1% -$6.99K 1.19% 22
2020
Q2 		$9.26M Sell
47,947
-835
-2% -$153K 1.24% 23
2020
Q1 		$7.86M Sell
48,782
-395
-0.8% -$74.4K 1.29% 17
2019
Q4 		$9.24M Buy
49,177
+174
+0.4% +$31.4K 1.15% 21
2019
Q3 		$8.43M Buy
49,003
+20
+0% +$3.56K 1.13% 24
2019
Q2 		$8.5M Buy
48,983
+1,130
+2% +$185K 1.16% 21
2019
Q1 		$7.47M Buy
47,853
+1,976
+4% +$285K 1.05% 26
2018
Q4 		$6.05M Buy
45,877
+40,093
+693% +$5.54M 0.99% 34
2018
Q3 		$868K Sell
5,784
-279
-5% -$39.7K 0.12% 140
2018
Q2 		$803K Buy
6,063
+400
+7% +$51.5K 0.12% 140
2018
Q1 		$677K Buy
5,663
+54
+1% +$6.54K 0.1% 145
2017
Q4 		$640K Sell
5,609
-30
-0.5% -$3.31K 0.09% 150
2017
Q3 		$593K Sell
5,639
-260
-4% -$26.4K 0.09% 149
2017
Q2 		$553K Sell
5,899
-297
-5% -$27.6K 0.09% 151
2017
Q1 		$551K Buy
6,196
+2,050
+49% +$176K 0.09% 147
2016
Q4 		$323K Hold
4,146
– – 0.05% 166
2016
Q3 		$343K Buy
+4,146
New +$332K 0.06% 160

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

Lowe Brockenbrough & Co's V Position: Q1 2026 in Review

Lowe Brockenbrough & Co reduced its Visa (V) stake by 30% in Q1 2026, selling an estimated $3.82M and leaving 27,723 shares worth $8.38M. The position accounts for 0.42% of the portfolio, ranked #63.

Lowe Brockenbrough & Co first reported a position in V in Q3 2016 and has held it in 39 quarters since. The position peaked at $14M in Q2 2025. 4,445 funds tracked by Wall St. Rank hold V as of Q1 2026.

  • Lowe Brockenbrough & Co held 27,723 shares of Visa worth $8.38M as of Q1 2026.
  • Lowe Brockenbrough & Co sold 11,894 Visa shares in Q1 2026, an estimated $3.82M.
  • Visa made up 0.42% of Lowe Brockenbrough & Co's portfolio in Q1 2026, its #63 holding.
  • Lowe Brockenbrough & Co first reported a position in Visa in Q3 2016 and has held it in 39 quarters since.
  • Lowe Brockenbrough & Co's Visa position peaked at $14M in Q2 2025.
  • 4,445 funds tracked by Wall St. Rank held Visa as of Q1 2026.

Based on Lowe Brockenbrough & Co's 13F filing for Q1 2026, filed 7 May 2026.