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Lynx Investment Advisory’s Visa V Stock Holding History

Lynx Investment Advisory’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 		$1.11M Sell
3,685
-167
-4% -$53.7K 0.53% 37
2025
Q4 		$1.35M Sell
3,852
-53
-1% -$18.1K 0.74% 28
2025
Q3 		$1.33M Sell
3,905
-3
-0.1% -$1.04K 0.8% 29
2025
Q2 		$1.39M Sell
3,908
-7
-0.2% -$2.44K 0.91% 25
2025
Q1 		$1.37M Sell
3,915
-222
-5% -$75.1K 0.91% 26
2024
Q4 		$1.31M Buy
4,137
+1,249
+43% +$376K 0.89% 26
2024
Q3 		$794K Sell
2,888
-226
-7% -$61.1K 0.57% 41
2024
Q2 		$817K Buy
+3,114
New +$854K 0.61% 35

Other funds holding V

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
T. Rowe Price Associates
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
TCI Fund Management London, United Kingdom $45.2B AUM 12.74% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Lynx Investment Advisory's V Position: Q1 2026 in Review

Lynx Investment Advisory reduced its Visa (V) stake by 4.3% in Q1 2026, selling an estimated $53.7K and leaving 3,685 shares worth $1.11M. The position accounts for 0.53% of the portfolio, ranked #37.

Lynx Investment Advisory first reported a position in V in Q2 2024 and has held it in 8 quarters since. The position peaked at $1.39M in Q2 2025. 4,445 funds tracked by Wall St. Rank hold V as of Q1 2026.

  • Lynx Investment Advisory held 3,685 shares of Visa worth $1.11M as of Q1 2026.
  • Lynx Investment Advisory sold 167 Visa shares in Q1 2026, an estimated $53.7K.
  • Visa made up 0.53% of Lynx Investment Advisory's portfolio in Q1 2026, its #37 holding.
  • Lynx Investment Advisory first reported a position in Visa in Q2 2024 and has held it in 8 quarters since.
  • Lynx Investment Advisory's Visa position peaked at $1.39M in Q2 2025.
  • 4,445 funds tracked by Wall St. Rank held Visa as of Q1 2026.

Based on Lynx Investment Advisory's 13F filing for Q1 2026, filed 24 Apr 2026.