LCM
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LVM Capital Management’s Visa V Stock Holding History

LVM Capital Management’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 		$809K Hold
2,357
– – 0.07% 85
2026
Q1 		$712K Buy
2,357
+255
+12% +$82K 0.07% 92
2025
Q4 		$737K Sell
2,102
-16
-0.8% -$5.45K 0.07% 88
2025
Q3 		$723K Hold
2,118
– – 0.07% 90
2025
Q2 		$752K Sell
2,118
-25
-1% -$8.71K 0.08% 88
2025
Q1 		$751K Hold
2,143
– – 0.08% 86
2024
Q4 		$677K Buy
2,143
+176
+9% +$52.9K 0.07% 92
2024
Q3 		$516K Hold
1,967
– – 0.06% 108
2024
Q2 		$516K Sell
1,967
-58
-3% -$15.9K 0.06% 108
2024
Q1 		$565K Buy
2,025
+60
+3% +$16.6K 0.07% 99
2023
Q4 		$512K Hold
1,965
– – 0.07% 104
2023
Q3 		$452K Hold
1,965
– – 0.06% 101
2023
Q2 		$467K Hold
1,965
– – 0.06% 100
2023
Q1 		$443K Hold
1,965
– – 0.06% 102
2022
Q4 		$408K Buy
1,965
+58
+3% +$11.7K 0.06% 98
2022
Q3 		$339K Hold
1,907
– – 0.05% 101
2022
Q2 		$375K Sell
1,907
-40
-2% -$8.27K 0.05% 101
2022
Q1 		$432K Buy
1,947
+105
+6% +$22.7K 0.06% 102
2021
Q4 		$399K Hold
1,842
– – 0.05% 94
2021
Q3 		$410K Sell
1,842
-200
-10% -$46.9K 0.06% 93
2021
Q2 		$477K Buy
2,042
+1,000
+96% +$229K 0.07% 84
2021
Q1 		$221K Hold
1,042
– – 0.04% 116
2020
Q4 		$228K Hold
1,042
– – 0.04% 109
2020
Q3 		$208K Hold
1,042
– – 0.04% 102
2020
Q2 		$201K Buy
+1,042
New +$190K 0.04% 102
2018
Q4 		– Sell
-1,440
Closed -$216K – 113
2018
Q3 		$216K Buy
+1,440
New +$205K 0.05% 108

Other funds holding V

Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
ECU
Egerton Capital (UK) London, United Kingdom $10.4B AUM 25.66% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
RG
Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 1-Year Est. Return
SCI
Starlite Capital INC Dallas, Texas $9.7B AUM
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
WT
Wellcome Trust London, United Kingdom $9.01B AUM 12.05% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

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

LVM Capital Management held its Visa (V) position steady in Q2 2026 at 2,357 shares worth $809K. The position accounts for 0.07% of the portfolio, ranked #85.

LVM Capital Management first reported a position in V in Q3 2018 and has held it in 26 quarters since. 2,190 funds tracked by Wall St. Rank hold V as of Q2 2026.

  • LVM Capital Management held 2,357 shares of Visa worth $809K as of Q2 2026.
  • LVM Capital Management left its Visa share count unchanged in Q2 2026.
  • Visa made up 0.07% of LVM Capital Management's portfolio in Q2 2026, its #85 holding.
  • LVM Capital Management first reported a position in Visa in Q3 2018 and has held it in 26 quarters since.
  • 2,190 funds tracked by Wall St. Rank held Visa as of Q2 2026.

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