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CFM Wealth Partners’s Visa V Stock Holding History

CFM Wealth Partners’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
Q2 		$14.9M Buy
43,424
+33
+0.1% +$10.6K 1.9% 13
2026
Q1 		$13.1M Sell
43,391
-1,756
-4% -$565K 1.97% 11
2025
Q4 		$15.8M Sell
45,147
-950
-2% -$324K 2.29% 7
2025
Q3 		$15.7M Buy
46,097
+657
+1% +$227K 2.28% 7
2025
Q2 		$16.1M Buy
45,440
+945
+2% +$329K 2.57% 8
2025
Q1 		$15.6M Buy
44,495
+746
+2% +$252K 2.75% 6
2024
Q4 		$13.8M Buy
43,749
+891
+2% +$268K 2.33% 8
2024
Q3 		$11.8M Buy
42,858
+1,354
+3% +$366K 2.06% 7
2024
Q2 		$10.9M Buy
41,504
+3,057
+8% +$838K 2% 9
2024
Q1 		$10.7M Buy
38,447
+2,139
+6% +$591K 2.15% 8
2023
Q4 		$9.45M Buy
36,308
+904
+3% +$223K 2.14% 8
2023
Q3 		$8.14M Buy
35,404
+3,338
+10% +$802K 2.13% 9
2023
Q2 		$7.62M Buy
32,066
+1,329
+4% +$304K 1.85% 9
2023
Q1 		$6.93M Sell
30,737
-138
-0.4% -$30.7K 1.87% 10
2022
Q4 		$6.41M Sell
30,875
-80
-0.3% -$16.1K 1.92% 10
2022
Q3 		$5.5M Buy
30,955
+188
+0.6% +$38.3K 1.76% 11
2022
Q2 		$6.06M Sell
30,767
-260
-0.8% -$53.7K 1.82% 11
2022
Q1 		$6.88M Buy
31,027
+115
+0.4% +$24.9K 1.65% 12
2021
Q4 		$6.84M Buy
30,912
+13
+0% +$2.79K 1.53% 16
2021
Q3 		$6.88M Buy
30,899
+7
+0% +$1.64K 1.73% 14
2021
Q2 		$7.22M Buy
30,892
+65
+0.2% +$14.9K 1.92% 13
2021
Q1 		$6.53M Buy
30,827
+23
+0.1% +$4.84K 1.97% 12
2020
Q4 		$6.74M Sell
30,804
-1,365
-4% -$279K 2.15% 11
2020
Q3 		$6.43M Buy
32,169
+358
+1% +$71.5K 2.35% 9
2020
Q2 		$6.14M Buy
31,811
+1,000
+3% +$183K 2.33% 10
2020
Q1 		$4.96M Buy
30,811
+925
+3% +$174K 2.31% 10
2019
Q4 		$6M Buy
+29,886
New +$5.38M 2.21% 10

Other funds holding V

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
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
TCI Fund Management
TCI Fund Management London, United Kingdom $52.8B AUM 12.71% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

CFM Wealth Partners's V Position: Q2 2026 in Review

CFM Wealth Partners increased its Visa (V) stake by 0.08% in Q2 2026, buying an estimated $10.6K and bringing the position to 43,424 shares worth $14.9M. The position accounts for 1.9% of the portfolio, ranked #13.

CFM Wealth Partners first reported a position in V in Q4 2019 and has held it in 27 quarters since. The position peaked at $16.1M in Q2 2025. 4,546 funds tracked by Wall St. Rank hold V as of Q2 2026.

  • CFM Wealth Partners held 43,424 shares of Visa worth $14.9M as of Q2 2026.
  • CFM Wealth Partners bought 33 Visa shares in Q2 2026, an estimated $10.6K.
  • Visa made up 1.9% of CFM Wealth Partners's portfolio in Q2 2026, its #13 holding.
  • CFM Wealth Partners first reported a position in Visa in Q4 2019 and has held it in 27 quarters since.
  • CFM Wealth Partners's Visa position peaked at $16.1M in Q2 2025.
  • 4,546 funds tracked by Wall St. Rank held Visa as of Q2 2026.

Based on CFM Wealth Partners's 13F filing for Q2 2026, filed 7 Aug 2026.