LPWM LLC’s Visa V Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$330K	Hold	920	–	–	0.07%	78
2026 Q2	$316K	Buy	920 +23	+3%	+$7.38K	0.07%	81
2026 Q1	$271K	Hold	897	–	–	0.07%	82
2025 Q4	$314K	Buy	897 +254	+40%	+$86.5K	0.08%	76
2025 Q3	$219K	Buy	643 +11	+2%	+$3.81K	0.06%	80
2025 Q2	$224K	Hold	632	–	–	0.07%	79
2025 Q1	$221K	Buy	+632	New	+$214K	0.07%	78

Other funds holding V

LPWM LLC held its Visa (V) position steady in Q3 2026 at 920 shares worth $330K. The position accounts for 0.07% of the portfolio, ranked #78.

LPWM LLC first reported a position in V in Q1 2025 and has held it in 7 quarters since. 1,352 funds tracked by Wall St. Rank hold V as of Q3 2026.

LPWM LLC held 920 shares of Visa worth $330K as of Q3 2026.
LPWM LLC left its Visa share count unchanged in Q3 2026.
Visa made up 0.07% of LPWM LLC's portfolio in Q3 2026, its #78 holding.
LPWM LLC first reported a position in Visa in Q1 2025 and has held it in 7 quarters since.
1,352 funds tracked by Wall St. Rank held Visa as of Q3 2026.

Based on LPWM LLC's 13F filing for Q3 2026, filed 20 Oct 2026.