WLIM
V icon

White Lighthouse Investment Management’s Visa V Stock Holding History

White Lighthouse Investment Management’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 		– Sell
-656
Closed -$230K – 154
2025
Q4 		$230K Buy
+656
New +$223K 0.03% 137

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

White Lighthouse Investment Management's V Position: Q1 2026 in Review

White Lighthouse Investment Management sold out of Visa (V) in Q1 2026, closing a stake of 656 shares — an estimated $230K sold.

White Lighthouse Investment Management first reported a position in V in Q4 2025 and held it in 1 quarter. The position peaked at $230K in Q4 2025. 4,455 funds tracked by Wall St. Rank hold V as of Q1 2026.

  • White Lighthouse Investment Management reported no remaining Visa position as of Q1 2026 after selling out during the quarter.
  • White Lighthouse Investment Management sold 656 Visa shares in Q1 2026, an estimated $230K.
  • White Lighthouse Investment Management first reported a position in Visa in Q4 2025 and held it in 1 quarter.
  • White Lighthouse Investment Management's Visa position peaked at $230K in Q4 2025.
  • 4,455 funds tracked by Wall St. Rank held Visa as of Q1 2026.

Based on White Lighthouse Investment Management's 13F filing for Q1 2026, filed 15 May 2026.