LPL Financial’s Visa V Stock Holding History

LPL Financial’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	–	Sell	-1,900	Closed	-$666K	–	6165
2025 Q4	$666K	Sell	1,900 -900	-32%	-$307K	﹤0.01%	4451
2025 Q3	$956K	Sell	2,800 -200	-7%	-$69.2K	﹤0.01%	4041
2025 Q2	$1.07M	Hold	3,000	–	–	﹤0.01%	3699
2025 Q1	$1.05M	Buy	3,000 +1,100	+58%	+$372K	﹤0.01%	3514
2024 Q4	$600K	Sell	1,900 -300	-14%	-$90.2K	﹤0.01%	3930
2024 Q3	$605K	Sell	2,200 -100	-4%	-$27K	﹤0.01%	3834
2024 Q2	$604K	Buy	+2,300	New	+$630K	﹤0.01%	3702
2023 Q2	–	Sell	-1,000	Closed	-$225K	–	4692
2023 Q1	$225K	Buy	+1,000	New	+$223K	﹤0.01%	3952
2021 Q4	–	Sell	-1,000	Closed	-$223K	–	4460
2021 Q3	$223K	Hold	1,000	–	–	﹤0.01%	3886
2021 Q2	$234K	Hold	1,000	–	–	﹤0.01%	3788
2021 Q1	$212K	Buy	+1,000	New	+$210K	﹤0.01%	3731
2020 Q3	–	Sell	-2,800	Closed	-$541K	–	3626
2020 Q2	$541K	Buy	+2,800	New	+$512K	﹤0.01%	2321

Other funds holding V

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

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 London, United Kingdom $45.2B AUM 12.74% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

LPL Financial's V Position: Q1 2026 in Review

LPL Financial reduced its Visa (V) stake by 1% in Q1 2026, selling an estimated $9.63M and leaving 2,928,554 shares worth $885M. The position accounts for 0.24% of the portfolio, ranked #88.

LPL Financial first reported a position in V in Q2 2013 and has held it in 52 quarters since. The position peaked at $1.04B in Q4 2025. 4,447 funds tracked by Wall St. Rank hold V as of Q1 2026.

LPL Financial held 2,928,554 shares of Visa worth $885M as of Q1 2026.
LPL Financial sold 29,934 Visa shares in Q1 2026, an estimated $9.63M.
Visa made up 0.24% of LPL Financial's portfolio in Q1 2026, its #88 holding.
LPL Financial first reported a position in Visa in Q2 2013 and has held it in 52 quarters since.
LPL Financial's Visa position peaked at $1.04B in Q4 2025.
4,447 funds tracked by Wall St. Rank held Visa as of Q1 2026.

Based on LPL Financial's 13F filing for Q1 2026, filed 6 May 2026.