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 Q3	$4.76M	Hold	13,250	–	–	1.21%	20
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

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return

Temasek Holdings Singapore $36.7B AUM 6.83% 1-Year Est. Return

Ninety One (UK) London, United Kingdom $45.5B AUM 15.2% 1-Year Est. Return

Sanders Capital West Palm Beach, Florida $103B AUM 36.66% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return

Citigroup New York $308B AUM 40.94% 1-Year Est. Return

Egerton Capital (UK) London, United Kingdom $9.8B AUM 22.76% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return

Lynch Asset Management's V Position: Q3 2026 in Review

Lynch Asset Management held its Visa (V) position steady in Q3 2026 at 13,250 shares worth $4.76M. The position accounts for 1.21% of the portfolio, ranked #20.

Lynch Asset Management first reported a position in V in Q4 2021 and has held it in 20 quarters since. 2,648 funds tracked by Wall St. Rank hold V as of Q3 2026.

Lynch Asset Management held 13,250 shares of Visa worth $4.76M as of Q3 2026.
Lynch Asset Management left its Visa share count unchanged in Q3 2026.
Visa made up 1.21% of Lynch Asset Management's portfolio in Q3 2026, its #20 holding.
Lynch Asset Management first reported a position in Visa in Q4 2021 and has held it in 20 quarters since.
2,648 funds tracked by Wall St. Rank held Visa as of Q3 2026.

Based on Lynch Asset Management's 13F filing for Q3 2026, filed 28 Oct 2026.