LWM Advisory Services’s Visa V Stock Holding History

LWM Advisory Services’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	$466K	Sell	1,358 -432	-24%	-$139K	0.83%	39
2026 Q1	$545K	Sell	1,790 -483	-21%	-$155K	0.58%	36
2025 Q4	$797K	Sell	2,273 -15	-0.7%	-$5.11K	0.47%	34
2025 Q3	$788K	Sell	2,288 -18	-0.8%	-$6.23K	0.46%	39
2025 Q2	$819K	Sell	2,306 -246	-10%	-$85.7K	0.56%	34
2025 Q1	$890K	Sell	2,552 -92	-3%	-$31.1K	0.62%	31
2024 Q4	$834K	Sell	2,644 -61	-2%	-$18.3K	0.58%	34
2024 Q3	$744K	Buy	2,705 +955	+55%	+$258K	0.55%	35
2024 Q2	$459K	Sell	1,750 -1,160	-40%	-$318K	0.39%	45
2024 Q1	$812K	Sell	2,910 -70	-2%	-$19.3K	0.65%	31
2023 Q4	$776K	Buy	2,980 +70	+2%	+$17.3K	0.68%	30
2023 Q3	$671K	Buy	2,910 +34	+1%	+$8.17K	0.72%	26
2023 Q2	$682K	Sell	2,876 -99	-3%	-$22.7K	0.72%	26
2023 Q1	$673K	Buy	2,975 +92	+3%	+$20.5K	0.72%	27
2022 Q4	$617K	Sell	2,883 -2,230	-44%	-$450K	0.68%	31
2022 Q3	$940K	Buy	5,113 +371	+8%	+$75.5K	1.06%	20
2022 Q2	$938K	Buy	4,742 +150	+3%	+$31K	1.12%	17
2022 Q1	$1.02M	Sell	4,592 -70	-2%	-$15.1K	1.27%	12
2021 Q4	$1.01M	Buy	+4,662	New	+$1M	1.25%	17

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

LWM Advisory Services's V Position: Q2 2026 in Review

LWM Advisory Services reduced its Visa (V) stake by 24% in Q2 2026, selling an estimated $139K and leaving 1,358 shares worth $466K. The position accounts for 0.83% of the portfolio, ranked #39.

LWM Advisory Services first reported a position in V in Q4 2021 and has held it in 19 quarters since. The position peaked at $1.02M in Q1 2022. 4,562 funds tracked by Wall St. Rank hold V as of Q2 2026.

LWM Advisory Services held 1,358 shares of Visa worth $466K as of Q2 2026.
LWM Advisory Services sold 432 Visa shares in Q2 2026, an estimated $139K.
Visa made up 0.83% of LWM Advisory Services's portfolio in Q2 2026, its #39 holding.
LWM Advisory Services first reported a position in Visa in Q4 2021 and has held it in 19 quarters since.
LWM Advisory Services's Visa position peaked at $1.02M in Q1 2022.
4,562 funds tracked by Wall St. Rank held Visa as of Q2 2026.

Based on LWM Advisory Services's 13F filing for Q2 2026, filed 3 Aug 2026.