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RD Lewis Holdings’s Visa V Stock Holding History

RD Lewis Holdings’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 		$2.99M Sell
9,710
-90
-0.9% -$28.9K 2.59% 11
2025
Q4 		$3.22M Buy
9,800
+292
+3% +$99.5K 2.75% 10
2025
Q3 		$3.22M Buy
9,508
+234
+3% +$81K 3.02% 8
2025
Q2 		$3.08M Buy
9,274
+138
+2% +$48.1K 3.11% 7
2025
Q1 		$3.18M Buy
9,136
+60
+0.7% +$20.3K 3.6% 5
2024
Q4 		$3.16M Buy
+9,076
New +$2.73M 3.47% 5

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

RD Lewis Holdings's V Position: Q1 2026 in Review

RD Lewis Holdings reduced its Visa (V) stake by 0.92% in Q1 2026, selling an estimated $28.9K and leaving 9,710 shares worth $2.99M. The position accounts for 2.59% of the portfolio, ranked #11.

RD Lewis Holdings first reported a position in V in Q4 2024 and has held it in 6 quarters since. The position peaked at $3.22M in Q4 2025. 4,447 funds tracked by Wall St. Rank hold V as of Q1 2026.

  • RD Lewis Holdings held 9,710 shares of Visa worth $2.99M as of Q1 2026.
  • RD Lewis Holdings sold 90 Visa shares in Q1 2026, an estimated $28.9K.
  • Visa made up 2.59% of RD Lewis Holdings's portfolio in Q1 2026, its #11 holding.
  • RD Lewis Holdings first reported a position in Visa in Q4 2024 and has held it in 6 quarters since.
  • RD Lewis Holdings's Visa position peaked at $3.22M in Q4 2025.
  • 4,447 funds tracked by Wall St. Rank held Visa as of Q1 2026.

Based on RD Lewis Holdings's 13F filing for Q1 2026, filed 14 Apr 2026.