LVM Capital Management’s Fiserv Inc FISV Stock Holding History

LVM Capital Management’s Portfolio FISV Stock Details FISV Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$258K	Hold	5,250	–	–	0.02%	146
2026 Q1	$293K	Hold	5,250	–	–	0.03%	132
2025 Q4	$353K	Hold	5,250	–	–	0.03%	129
2025 Q3	$677K	Hold	5,250	–	–	0.07%	93
2025 Q2	$905K	Sell	5,250 -150	-3%	-$27.2K	0.09%	79
2025 Q1	$1.19M	Hold	5,400	–	–	0.13%	67
2024 Q4	$1.11M	Hold	5,400	–	–	0.12%	67
2024 Q3	$805K	Hold	5,400	–	–	0.09%	81
2024 Q2	$805K	Sell	5,400 -25	-0.5%	-$3.78K	0.09%	81
2024 Q1	$867K	Hold	5,425	–	–	0.1%	74
2023 Q4	$721K	Hold	5,425	–	–	0.09%	84
2023 Q3	$613K	Hold	5,425	–	–	0.09%	88
2023 Q2	$684K	Hold	5,425	–	–	0.09%	86
2023 Q1	$613K	Sell	5,425 -210	-4%	-$23.1K	0.09%	89
2022 Q4	$570K	Hold	5,635	–	–	0.08%	88
2022 Q3	$527K	Sell	5,635 -50	-0.9%	-$5.09K	0.08%	87
2022 Q2	$506K	Sell	5,685 -240	-4%	-$23.3K	0.07%	89
2022 Q1	$601K	Hold	5,925	–	–	0.08%	89
2021 Q4	$615K	Hold	5,925	–	–	0.08%	79
2021 Q3	$643K	Buy	5,925 +225	+4%	+$25.1K	0.1%	76
2021 Q2	$609K	Hold	5,700	–	–	0.09%	76
2021 Q1	$679K	Sell	5,700 -500	-8%	-$57.4K	0.11%	70
2020 Q4	$706K	Hold	6,200	–	–	0.12%	66
2020 Q3	$639K	Sell	6,200 -500	-7%	-$49.8K	0.12%	67
2020 Q2	$654K	Hold	6,700	–	–	0.13%	62
2020 Q1	$636K	Sell	6,700 -8	-0.1%	-$889	0.16%	53
2019 Q4	$776K	Sell	6,708 -212	-3%	-$23.4K	0.15%	54
2019 Q3	$717K	Hold	6,920	–	–	0.15%	57
2019 Q2	$631K	Hold	6,920	–	–	0.14%	59
2019 Q1	$611K	Sell	6,920 -159	-2%	-$13.1K	0.14%	59
2018 Q4	$520K	Buy	7,079 +159	+2%	+$12.3K	0.14%	59
2018 Q3	$570K	Hold	6,920	–	–	0.13%	64
2018 Q2	$513K	Hold	6,920	–	–	0.12%	68
2018 Q1	$493K	Hold	6,920	–	–	0.11%	68
2017 Q4	$454K	Hold	6,920	–	–	0.1%	74
2017 Q3	$446K	Hold	6,920	–	–	0.11%	70
2017 Q2	$423K	Hold	6,920	–	–	0.11%	74
2017 Q1	$399K	Hold	6,920	–	–	0.1%	76
2016 Q4	$368K	Hold	6,920	–	–	0.1%	78
2016 Q3	$209K	Hold	6,920	–	–	0.07%	101
2016 Q2	$376K	Hold	6,920	–	–	0.11%	75
2016 Q1	$355K	Hold	6,920	–	–	0.11%	76
2015 Q4	$316K	Hold	6,920	–	–	0.11%	76
2015 Q3	$300K	Hold	6,920	–	–	0.11%	79
2015 Q2	$287K	Hold	6,920	–	–	0.1%	91
2015 Q1	$275K	Hold	6,920	–	–	0.09%	92
2014 Q4	$246K	Hold	6,920	–	–	0.08%	97
2014 Q3	$224K	Hold	6,920	–	–	0.07%	101
2014 Q2	$209K	Buy	+6,920	New	+$205K	0.07%	101
2014 Q1	–	Sell	-6,920	Closed	-$204K	–	116
2013 Q4	$204K	Buy	+6,920	New	+$187K	0.07%	110

Other funds holding FISV

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

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

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

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

First Eagle Investment Management New York $59.9B AUM 27.01% 1-Year Est. Return

Federated Hermes Pittsburgh, Pennsylvania $69.6B AUM 42.52% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Amundi Paris, France $413B AUM 44.57% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return

Cooke & Bieler Philadelphia, Pennsylvania $8.65B AUM 9.66% 1-Year Est. Return

LVM Capital Management's FISV Position: Q2 2026 in Review

LVM Capital Management held its Fiserv Inc (FISV) position steady in Q2 2026 at 5,250 shares worth $258K. The position accounts for 0.02% of the portfolio, ranked #146.

LVM Capital Management first reported a position in FISV in Q4 2013 and has held it in 50 quarters since. The position peaked at $1.19M in Q1 2025. 823 funds tracked by Wall St. Rank hold FISV as of Q2 2026.

LVM Capital Management held 5,250 shares of Fiserv Inc worth $258K as of Q2 2026.
LVM Capital Management left its Fiserv Inc share count unchanged in Q2 2026.
Fiserv Inc made up 0.02% of LVM Capital Management's portfolio in Q2 2026, its #146 holding.
LVM Capital Management first reported a position in Fiserv Inc in Q4 2013 and has held it in 50 quarters since.
LVM Capital Management's Fiserv Inc position peaked at $1.19M in Q1 2025.
823 funds tracked by Wall St. Rank held Fiserv Inc as of Q2 2026.

Based on LVM Capital Management's 13F filing for Q2 2026, filed 9 Jul 2026.