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 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 $5.7T AUM 30.48% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Fidelity Investments

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Geode Capital Management

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

T. Rowe Price Associates

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

TCI Fund Management

TCI Fund Management London, United Kingdom $45.2B AUM 12.74% 1-Year Est. Return

Capital World Investors

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return