Lynch & Associates’s Visa V Stock Holding History

Lynch & Associates’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	$2.73M	Sell	7,948 -143	-2%	-$45.9K	0.48%	58
2026 Q1	$2.45M	Buy	8,091 +58	+0.7%	+$18.6K	0.46%	57
2025 Q4	$2.82M	Buy	8,033 +68	+0.9%	+$23.2K	0.53%	49
2025 Q3	$2.72M	Sell	7,965 -92	-1%	-$31.8K	0.53%	51
2025 Q2	$2.86M	Buy	8,057 +220	+3%	+$76.7K	0.58%	48
2025 Q1	$2.75M	Buy	7,837 +70	+0.9%	+$23.7K	0.59%	47
2024 Q4	$2.45M	Buy	7,767 +687	+10%	+$207K	0.53%	48
2024 Q3	$1.95M	Buy	7,080 +159	+2%	+$43K	0.41%	61
2024 Q2	$1.82M	Buy	6,921 +359	+5%	+$98.4K	0.41%	58
2024 Q1	$1.83M	Sell	6,562 -161	-2%	-$44.5K	0.42%	60
2023 Q4	$1.75M	Buy	6,723 +926	+16%	+$228K	0.43%	59
2023 Q3	$1.33M	Buy	+5,797	New	+$1.39M	0.35%	60

Other funds holding V

Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

LMFP

Larry Mathis Financial Planning Phoenix, Arizona $124B AUM

Wellcome Trust London, United Kingdom $9.01B AUM 12.05% 1-Year Est. Return

FWIA

Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return

CRM

Cardano Risk Management Rotterdam, Netherlands $13B AUM 49.44% 1-Year Est. Return

CAM

Congress Asset Management Boston, Massachusetts $16.3B AUM 42.69% 1-Year Est. Return

Canoe Financial Calgary, Alberta, Canada $8.07B AUM 25.47% 1-Year Est. Return

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Lynch & Associates's V Position: Q2 2026 in Review

Lynch & Associates reduced its Visa (V) stake by 1.8% in Q2 2026, selling an estimated $45.9K and leaving 7,948 shares worth $2.73M. The position accounts for 0.48% of the portfolio, ranked #58.

Lynch & Associates first reported a position in V in Q3 2023 and has held it in 12 quarters since. The position peaked at $2.86M in Q2 2025. 825 funds tracked by Wall St. Rank hold V as of Q2 2026.

Lynch & Associates held 7,948 shares of Visa worth $2.73M as of Q2 2026.
Lynch & Associates sold 143 Visa shares in Q2 2026, an estimated $45.9K.
Visa made up 0.48% of Lynch & Associates's portfolio in Q2 2026, its #58 holding.
Lynch & Associates first reported a position in Visa in Q3 2023 and has held it in 12 quarters since.
Lynch & Associates's Visa position peaked at $2.86M in Q2 2025.
825 funds tracked by Wall St. Rank held Visa as of Q2 2026.

Based on Lynch & Associates's 13F filing for Q2 2026, filed 13 Jul 2026.