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Visa shares owned by LM Advisors

Quarter-by-quarter ownership of Visa (V) shares owned by LM Advisors from 13F filings

Historical chart of LM Advisors investment in Visa

Tip: Access up to 7 years of quarterly data

All positions including Visa held by LM Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Visa by LM Advisors

Quarter filed Position value Share count Share price at filing
2024-09-30 $2.5M 9.3k 274.92
2024-03-31 $4.2M 15k 279.11
2023-12-31 $3.0M 11k 260.35

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Apple (AAPL)
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Vanguard World Fd Health Car Etf Etf (VHT)
Invesco Exchange Traded Fd T S&p500 Eql Wgt Etf (RSP)

View all positions for LM Advisors

Top funds holding Visa

Vanguard Group
BlackRock
BlackRock
State Street Corporation
Morgan Stanley
T. Rowe Price Associates
Geode Capital Management
Bank of America Corporation
Capital World Investors
Capital Research and Management Company - Division 3
Alliancebernstein
Goldman Sachs Group
Royal Bank of Canada
Northern Trust
Massachusetts Financial Services

View all funds holding Visa