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 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 $5.72T AUM 30.48% 1-Year Est. Return

VCM

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

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

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

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

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

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

Lynch Asset Management's V Position: Q1 2026 in Review

Lynch Asset Management held its Visa (V) position steady in Q1 2026 at 13,150 shares worth $3.97M. The position accounts for 1.33% of the portfolio, ranked #23.

Lynch Asset Management first reported a position in V in Q4 2021 and has held it in 18 quarters since. The position peaked at $4.72M in Q2 2025. 4,446 funds tracked by Wall St. Rank hold V as of Q1 2026.

Lynch Asset Management held 13,150 shares of Visa worth $3.97M as of Q1 2026.
Lynch Asset Management left its Visa share count unchanged in Q1 2026.
Visa made up 1.33% of Lynch Asset Management's portfolio in Q1 2026, its #23 holding.
Lynch Asset Management first reported a position in Visa in Q4 2021 and has held it in 18 quarters since.
Lynch Asset Management's Visa position peaked at $4.72M in Q2 2025.
4,446 funds tracked by Wall St. Rank held Visa as of Q1 2026.

Based on Lynch Asset Management's 13F filing for Q1 2026, filed 24 Apr 2026.