Lynch Asset Management’s Visa V Stock Holding History

Lynch Asset 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	$4.55M	Buy	13,250 +100	+0.8%	+$32.1K	1.24%	21
2026 Q1	$3.97M	Hold	13,150	–	–	1.33%	23
2025 Q4	$4.61M	Buy	13,150 +250	+2%	+$85.2K	1.45%	22
2025 Q3	$4.4M	Sell	12,900 -400	-3%	-$138K	1.41%	22
2025 Q2	$4.72M	Hold	13,300	–	–	1.67%	17
2025 Q1	$4.66M	Hold	13,300	–	–	2.09%	14
2024 Q4	$4.2M	Buy	13,300 +100	+0.8%	+$30.1K	1.7%	18
2024 Q3	$3.63M	Hold	13,200	–	–	1.53%	20
2024 Q2	$3.46M	Hold	13,200	–	–	1.48%	20
2024 Q1	$3.68M	Hold	13,200	–	–	1.73%	18
2023 Q4	$3.44M	Buy	13,200 +2,000	+18%	+$493K	1.97%	17
2023 Q3	$2.58M	Hold	11,200	–	–	1.69%	21
2023 Q2	$2.66M	Hold	11,200	–	–	1.71%	22
2023 Q1	$2.53M	Hold	11,200	–	–	1.81%	23
2022 Q4	$2.33M	Sell	11,200 -2,000	-15%	-$403K	2%	18
2022 Q3	$2.34M	Hold	13,200	–	–	2.1%	18
2022 Q2	$2.6M	Hold	13,200	–	–	2.13%	17
2022 Q1	$2.93M	Hold	13,200	–	–	2.09%	20
2021 Q4	$2.86M	Buy	+13,200	New	+$2.83M	1.99%	20

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

Lynch Asset Management's V Position: Q2 2026 in Review

Lynch Asset Management increased its Visa (V) stake by 0.76% in Q2 2026, buying an estimated $32.1K and bringing the position to 13,250 shares worth $4.55M. The position accounts for 1.24% of the portfolio, ranked #21.

Lynch Asset Management first reported a position in V in Q4 2021 and has held it in 19 quarters since. The position peaked at $4.72M in Q2 2025. 4,569 funds tracked by Wall St. Rank hold V as of Q2 2026.

Lynch Asset Management held 13,250 shares of Visa worth $4.55M as of Q2 2026.
Lynch Asset Management bought 100 Visa shares in Q2 2026, an estimated $32.1K.
Visa made up 1.24% of Lynch Asset Management's portfolio in Q2 2026, its #21 holding.
Lynch Asset Management first reported a position in Visa in Q4 2021 and has held it in 19 quarters since.
Lynch Asset Management's Visa position peaked at $4.72M in Q2 2025.
4,569 funds tracked by Wall St. Rank held Visa as of Q2 2026.

Based on Lynch Asset Management's 13F filing for Q2 2026, filed 6 Aug 2026.