LPWM LLC’s Visa V Stock Holding History

LPWM LLC’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	$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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

TCI Fund Management London, United Kingdom $52.8B AUM 12.71% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

LPWM LLC's V Position: Q2 2026 in Review

LPWM LLC increased its Visa (V) stake by 2.6% in Q2 2026, buying an estimated $7.38K and bringing the position to 920 shares worth $316K. The position accounts for 0.07% of the portfolio, ranked #81.

LPWM LLC first reported a position in V in Q1 2025 and has held it in 6 quarters since. 4,562 funds tracked by Wall St. Rank hold V as of Q2 2026.

LPWM LLC held 920 shares of Visa worth $316K as of Q2 2026.
LPWM LLC bought 23 Visa shares in Q2 2026, an estimated $7.38K.
Visa made up 0.07% of LPWM LLC's portfolio in Q2 2026, its #81 holding.
LPWM LLC first reported a position in Visa in Q1 2025 and has held it in 6 quarters since.
4,562 funds tracked by Wall St. Rank held Visa as of Q2 2026.

Based on LPWM LLC's 13F filing for Q2 2026, filed 24 Jul 2026.