SEC 13F Intelligence

Lmcg Investments, LLC / V

Lmcg Investments, LLC’s Visa Inc Position

Does Lmcg Investments, LLC own Visa Inc (V)? Yes67.6K shares worth $20M (+1.22% of its 13F portfolio) as of Q1 2026, up from 63.3K shares the prior filed quarter.

Position Value
$20M
Q1 2026
Shares
67.6K
% of Portfolio
+1.22%
Quarters Held
17
currently held

Position History V

Reported value by quarter
Q1 ’22: $20MQ1 ’22Q2 ’22: $17MQ3 ’22: $15MQ4 ’22: $18MQ4 ’22Q1 ’23: $19MQ2 ’23: $20MQ3 ’23: $19MQ3 ’23Q4 ’23: $20MQ1 ’24: $20MQ2 ’24: $19MQ2 ’24Q3 ’24: $20MQ4 ’24: $22MQ1 ’25: $24MQ1 ’25Q2 ’25: $24MQ3 ’25: $22MQ4 ’25: $22MQ4 ’25Q1 ’26: $20Mfilingsflow.com
QuarterSharesValue% of Portfolio
Q1 202667.6K$20M+1.22%
Q4 202563.3K$22M+1.27%
Q3 202564.4K$22M+1.29%
Q2 202566.3K$24M+1.47%
Q1 202568.7K$24M+1.60%
Q4 202470.6K$22M+1.37%
Q3 202472.7K$20M+1.20%
Q2 202473.0K$19M+1.12%
Q1 202471.8K$20M+1.18%
Q4 202377.2K$20M+1.25%
Q3 202381.4K$19M+1.26%
Q2 202383.8K$20M+1.29%
Q1 202386.2K$19M+1.30%
Q4 202286.8K$18M+1.26%
Q3 202287.2K$15M+1.13%
Q2 202287.5K$17M+1.19%
Q1 202288.2K$20M+1.13%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Lmcg Investments, LLC’s full portfolio or all institutional holders of V.