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Moody Lynn & Lieberson’s Visa V Stock Holding History

Moody Lynn & Lieberson’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 		$13M Sell
37,796
-134
-0.4% -$43K 0.68% 38
2026
Q1 		$11.5M Sell
37,930
-635
-2% -$204K 0.64% 38
2025
Q4 		$13.5M Buy
38,565
+184
+0.5% +$62.7K 0.72% 36
2025
Q3 		$13.1M Sell
38,381
-281
-0.7% -$97.3K 0.71% 35
2025
Q2 		$13.7M Sell
38,662
-15,900
-29% -$5.54M 0.79% 31
2025
Q1 		$19.1M Buy
54,562
+270
+0.5% +$91.4K 1.23% 27
2024
Q4 		$17.2M Buy
54,292
+5,220
+11% +$1.57M 1.05% 28
2024
Q3 		$13.5M Sell
49,072
-731
-1% -$198K 0.83% 31
2024
Q2 		$13.1M Sell
49,803
-4,662
-9% -$1.28M 0.86% 30
2024
Q1 		$15.2M Buy
54,465
+1,639
+3% +$453K 1.02% 32
2023
Q4 		$13.8M Sell
52,826
-144
-0.3% -$35.5K 1.05% 31
2023
Q3 		$12.2M Sell
52,970
-697
-1% -$168K 1.04% 31
2023
Q2 		$12.7M Buy
53,667
+13,601
+34% +$3.11M 1.03% 32
2023
Q1 		$9.03M Buy
40,066
+170
+0.4% +$37.8K 0.81% 40
2022
Q4 		$8.29M Buy
39,896
+10,056
+34% +$2.03M 0.76% 41
2022
Q3 		$5.3M Sell
29,840
-13,836
-32% -$2.82M 0.51% 47
2022
Q2 		$8.6M Buy
43,676
+779
+2% +$161K 0.77% 40
2022
Q1 		$9.51M Buy
42,897
+10,730
+33% +$2.32M 0.7% 44
2021
Q4 		$6.97M Sell
32,167
-1,450
-4% -$311K 0.47% 52
2021
Q3 		$7.49M Sell
33,617
-15,579
-32% -$3.65M 0.56% 48
2021
Q2 		$11.5M Buy
49,196
+10,282
+26% +$2.35M 0.87% 38
2021
Q1 		$8.24M Sell
38,914
-5,583
-13% -$1.18M 0.68% 45
2020
Q4 		$9.73M Sell
44,497
-16,404
-27% -$3.36M 0.84% 39
2020
Q3 		$12.2M Sell
60,901
-634
-1% -$127K 1.21% 31
2020
Q2 		$11.9M Sell
61,535
-18,779
-23% -$3.43M 1.29% 29
2020
Q1 		$12.9K Sell
80,314
-11,258
-12% -$2.12M 1.78% 18
2019
Q4 		$17.2M Sell
91,572
-2,208
-2% -$398K 1.66% 15
2019
Q3 		$16.1M Sell
93,780
-388
-0.4% -$69.1K 1.8% 16
2019
Q2 		$16.3M Sell
94,168
-1,035
-1% -$169K 1.8% 18
2019
Q1 		$14.9M Sell
95,203
-1,321
-1% -$190K 1.7% 19
2018
Q4 		$12.7M Sell
96,524
-3,136
-3% -$433K 1.71% 20
2018
Q3 		$15M Sell
99,660
-173
-0.2% -$24.6K 1.59% 20
2018
Q2 		$13.2M Buy
99,833
+1,534
+2% +$197K 1.56% 23
2018
Q1 		$11.8M Sell
98,299
-239
-0.2% -$29K 1.42% 29
2017
Q4 		$12.2M Sell
98,538
-9,867
-9% -$1.09M 1.3% 30
2017
Q3 		$11.4M Sell
108,405
-1,785
-2% -$181K 1.39% 27
2017
Q2 		$10.3M Buy
110,190
+13,358
+14% +$1.24M 1.36% 29
2017
Q1 		$8.61M Buy
96,832
+51,893
+115% +$4.46M 1.21% 34
2016
Q4 		$3.51M Sell
44,939
-71,725
-61% -$5.77M 0.5% 55
2016
Q3 		$9.65M Sell
116,664
-9,084
-7% -$727K 1.6% 20
2016
Q2 		$9.33M Buy
125,748
+11,166
+10% +$874K 1.67% 19
2016
Q1 		$8.76M Sell
114,582
-29,720
-21% -$2.16M 1.38% 26
2015
Q4 		$11.2M Sell
144,302
-3,583
-2% -$278K 1.76% 14
2015
Q3 		$10.3M Sell
147,885
-2,456
-2% -$175K 1.98% 15
2015
Q2 		$10.1M Buy
150,341
+921
+0.6% +$62.4K 1.61% 17
2015
Q1 		$9.77M Buy
149,420
+81,296
+119% +$5.38M 1.56% 19
2014
Q4 		$4.47M Sell
68,124
-111,896
-62% -$6.74M 0.64% 57
2014
Q3 		$9.6M Buy
180,020
+100,000
+125% +$5.37M 1.43% 23
2014
Q2 		$4.21M Sell
80,020
-61,820
-44% -$3.23M 0.58% 65
2014
Q1 		$7.65M Buy
141,840
+40,764
+40% +$2.27M 1.11% 33
2013
Q4 		$5.63M Buy
101,076
+27,916
+38% +$1.41M 0.77% 54
2013
Q3 		$3.5M Sell
73,160
-117,472
-62% -$5.43M 0.54% 71
2013
Q2 		$8.71M Buy
+190,632
New +$8.34M 1.52% 20

Other funds holding V

Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
ECU
Egerton Capital (UK) London, United Kingdom $10.4B AUM 25.66% 1-Year Est. Return
RG
Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 1-Year Est. Return
SCI
Starlite Capital INC Dallas, Texas $9.7B AUM
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
LMFP
Larry Mathis Financial Planning Phoenix, Arizona $124B AUM
WT
Wellcome Trust London, United Kingdom $9.01B AUM 12.05% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
ATO
Alecta Tjanstepension Omsesidigt Stockholm, Sweden $23.8B AUM 34.25% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Moody Lynn & Lieberson's V Position: Q2 2026 in Review

Moody Lynn & Lieberson reduced its Visa (V) stake by 0.35% in Q2 2026, selling an estimated $43K and leaving 37,796 shares worth $13M. The position accounts for 0.68% of the portfolio, ranked #38.

Moody Lynn & Lieberson first reported a position in V in Q2 2013 and has held it in 53 quarters since. The position peaked at $19.1M in Q1 2025. 1,518 funds tracked by Wall St. Rank hold V as of Q2 2026.

  • Moody Lynn & Lieberson held 37,796 shares of Visa worth $13M as of Q2 2026.
  • Moody Lynn & Lieberson sold 134 Visa shares in Q2 2026, an estimated $43K.
  • Visa made up 0.68% of Moody Lynn & Lieberson's portfolio in Q2 2026, its #38 holding.
  • Moody Lynn & Lieberson first reported a position in Visa in Q2 2013 and has held it in 53 quarters since.
  • Moody Lynn & Lieberson's Visa position peaked at $19.1M in Q1 2025.
  • 1,518 funds tracked by Wall St. Rank held Visa as of Q2 2026.

Based on Moody Lynn & Lieberson's 13F filing for Q2 2026, filed 20 Jul 2026.