SM
FISV

Samantha McLemore’s Fiserv Inc FISV Stock Holding History

Samantha McLemore’s Portfolio FISV Stock Details FISV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$46.8M Sell
953,637
-14,557
-2% -$814K 1.53% 26
2026
Q1 		$54M Buy
968,194
+709,033
+274% +$43.9M 1.98% 23
2025
Q4 		$17.4M Buy
+259,161
New +$21.7M 0.67% 33
2025
Q1 		– Sell
-10,042
Closed -$2.06M – 41
2024
Q4 		$2.06M Sell
10,042
-122,828
-92% -$25.1M 0.1% 39
2024
Q3 		$23.9M Sell
132,870
-58,820
-31% -$9.7M 1.17% 30
2024
Q2 		$28.6M Sell
191,690
-41,755
-18% -$6.32M 1.52% 29
2024
Q1 		$37.3M Sell
233,445
-23,234
-9% -$3.38M 1.82% 28
2023
Q4 		$34.1M Sell
256,679
-13,947
-5% -$1.71M 1.81% 28
2023
Q3 		$30.6M Sell
270,626
-18,983
-7% -$2.34M 1.79% 26
2023
Q2 		$36.5M Buy
289,609
+236,184
+442% +$27.8M 2.03% 28
2023
Q1 		$6.04M Sell
53,425
-12,475
-19% -$1.37M 2.69% 17
2022
Q4 		$6.66M Sell
65,900
-8,800
-12% -$876K 3.23% 10
2022
Q3 		$6.99M Sell
74,700
-1,500
-2% -$153K 3.49% 9
2022
Q2 		$6.78M Buy
76,200
+7,000
+10% +$679K 3% 13
2022
Q1 		$7.02M Buy
69,200
+3,600
+5% +$364K 2.38% 17
2021
Q4 		$6.81M Buy
+65,600
New +$6.78M 1.96% 21

Other funds holding FISV

Dodge & Cox
Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $59.9B AUM 27.01% 1-Year Est. Return
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management Los Angeles, California $34.3B AUM 22.63% 1-Year Est. Return

Samantha McLemore's FISV Position: Q2 2026 in Review

Samantha McLemore reduced its Fiserv Inc (FISV) stake by 1.5% in Q2 2026, selling an estimated $814K and leaving 953,637 shares worth $46.8M. The position accounts for 1.53% of the portfolio, ranked #26.

Samantha McLemore first reported a position in FISV in Q4 2021 and has held it in 16 quarters since. The position peaked at $54M in Q1 2026. 1,143 funds tracked by Wall St. Rank hold FISV as of Q2 2026.

  • Samantha McLemore held 953,637 shares of Fiserv Inc worth $46.8M as of Q2 2026.
  • Samantha McLemore sold 14,557 Fiserv Inc shares in Q2 2026, an estimated $814K.
  • Fiserv Inc made up 1.53% of Samantha McLemore's portfolio in Q2 2026, its #26 holding.
  • Samantha McLemore first reported a position in Fiserv Inc in Q4 2021 and has held it in 16 quarters since.
  • Samantha McLemore's Fiserv Inc position peaked at $54M in Q1 2026.
  • 1,143 funds tracked by Wall St. Rank held Fiserv Inc as of Q2 2026.

Based on Patient Capital Management's 13F filing for Q2 2026, filed 13 Aug 2026.