Lyell Wealth Management’s Visa V Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $16.1M | Sell |
53,199
-1,170
| -2% | -$376K | 1.18% | 24 |
|
|
2025
Q4 | $19.1M | Buy |
54,369
+1,322
| +2% | +$450K | 1.38% | 23 |
|
|
2025
Q3 | $18.1M | Buy |
53,047
+773
| +1% | +$268K | 1.35% | 23 |
|
|
2025
Q2 | $18.6M | Buy |
52,274
+3,586
| +7% | +$1.25M | 1.47% | 18 |
|
|
2025
Q1 | $17.1M | Buy |
48,688
+351
| +0.7% | +$119K | 1.6% | 15 |
|
|
2024
Q4 | $15.3M | Buy |
48,337
+263
| +0.5% | +$79.1K | 1.37% | 19 |
|
|
2024
Q3 | $13.2M | Buy |
48,074
+2,192
| +5% | +$593K | 1.2% | 24 |
|
|
2024
Q2 | $12M | Buy |
45,882
+2,204
| +5% | +$604K | 1.15% | 23 |
|
|
2024
Q1 | $12.2M | Buy |
43,678
+706
| +2% | +$195K | 1.24% | 25 |
|
|
2023
Q4 | $11.2M | Buy |
42,972
+1,326
| +3% | +$327K | 1.27% | 21 |
|
|
2023
Q3 | $9.58M | Buy |
41,646
+512
| +1% | +$123K | 1.29% | 23 |
|
|
2023
Q2 | $9.77M | Buy |
41,134
+283
| +0.7% | +$64.8K | 1.25% | 25 |
|
|
2023
Q1 | $9.21M | Sell |
40,851
-249
| -0.6% | -$55.4K | 1.29% | 24 |
|
|
2022
Q4 | $8.54M | Buy |
41,100
+289
| +0.7% | +$58.3K | 1.35% | 22 |
|
|
2022
Q3 | $7.25M | Sell |
40,811
-444
| -1% | -$90.3K | 1.23% | 22 |
|
|
2022
Q2 | $8.12M | Sell |
41,255
-492
| -1% | -$102K | 1.32% | 23 |
|
|
2022
Q1 | $9.26M | Sell |
41,747
-3,026
| -7% | -$654K | 1.19% | 28 |
|
|
2021
Q4 | $9.7M | Sell |
44,773
-1,192
| -3% | -$256K | 1.11% | 34 |
|
|
2021
Q3 | $10.2M | Buy |
45,965
+940
| +2% | +$220K | 1.25% | 31 |
|
|
2021
Q2 | $10.5M | Buy |
45,025
+1,101
| +3% | +$252K | 1.3% | 30 |
|
|
2021
Q1 | $9.3M | Buy |
43,924
+2,329
| +6% | +$490K | 1.35% | 27 |
|
|
2020
Q4 | $9.1M | Buy |
41,595
+3,505
| +9% | +$717K | 1.45% | 29 |
|
|
2020
Q3 | $7.62M | Buy |
38,090
+767
| +2% | +$153K | 1.43% | 26 |
|
|
2020
Q2 | $7.21M | Buy |
37,323
+913
| +3% | +$167K | 1.58% | 24 |
|
|
2020
Q1 | $5.87M | Buy |
36,410
+2,051
| +6% | +$386K | 1.75% | 21 |
|
|
2019
Q4 | $6.46M | Buy |
34,359
+1,070
| +3% | +$193K | 1.72% | 20 |
|
|
2019
Q3 | $5.73M | Buy |
33,289
+1,070
| +3% | +$191K | 1.72% | 20 |
|
|
2019
Q2 | $5.59M | Buy |
32,219
+1,230
| +4% | +$201K | 1.69% | 19 |
|
|
2019
Q1 | $4.84M | Buy |
30,989
+2,614
| +9% | +$377K | 1.62% | 23 |
|
|
2018
Q4 | $3.74M | Buy |
28,375
+745
| +3% | +$103K | 1.56% | 25 |
|
|
2018
Q3 | $4.15M | Buy |
27,630
+490
| +2% | +$69.7K | 1.4% | 30 |
|
|
2018
Q2 | $3.6M | Buy |
27,140
+90
| +0.3% | +$11.6K | 1.31% | 33 |
|
|
2018
Q1 | $3.24M | Buy |
27,050
+2,563
| +10% | +$311K | 1.2% | 40 |
|
|
2017
Q4 | $2.79M | Buy |
24,487
+2,790
| +13% | +$308K | 1.11% | 40 |
|
|
2017
Q3 | $2.28M | Buy |
21,697
+9,035
| +71% | +$916K | 0.99% | 45 |
|
|
2017
Q2 | $1.19M | Buy |
12,662
+10,190
| +412% | +$946K | 0.58% | 57 |
|
|
2017
Q1 | $220K | Buy |
+2,472
| New | +$213K | 0.12% | 96 |
|
Other funds holding V
VCM
VPM
Lyell Wealth Management's V Position: Q1 2026 in Review
Lyell Wealth Management reduced its Visa (V) stake by 2.2% in Q1 2026, selling an estimated $376K and leaving 53,199 shares worth $16.1M. The position accounts for 1.18% of the portfolio, ranked #24.
Lyell Wealth Management first reported a position in V in Q1 2017 and has held it in 37 quarters since. The position peaked at $19.1M in Q4 2025. 4,450 funds tracked by Wall St. Rank hold V as of Q1 2026.
- Lyell Wealth Management held 53,199 shares of Visa worth $16.1M as of Q1 2026.
- Lyell Wealth Management sold 1,170 Visa shares in Q1 2026, an estimated $376K.
- Visa made up 1.18% of Lyell Wealth Management's portfolio in Q1 2026, its #24 holding.
- Lyell Wealth Management first reported a position in Visa in Q1 2017 and has held it in 37 quarters since.
- Lyell Wealth Management's Visa position peaked at $19.1M in Q4 2025.
- 4,450 funds tracked by Wall St. Rank held Visa as of Q1 2026.
Based on Lyell Wealth Management's 13F filing for Q1 2026, filed 7 May 2026.