CJM Wealth Advisers’s Visa V Stock Holding History

CJM Wealth Advisers’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 Q3	$1.17M	Sell	3,259 -278	-8%	-$102K	0.31%	34
2026 Q2	$1.21M	Buy	3,537 +6	+0.2%	+$1.93K	0.32%	33
2026 Q1	$1.07M	Buy	3,531 +67	+2%	+$21.5K	0.33%	32
2025 Q4	$1.22M	Sell	3,464 -251	-7%	-$85.5K	0.36%	27
2025 Q3	$1.27M	Sell	3,715 -17	-0.5%	-$5.88K	0.39%	27
2025 Q2	$1.33M	Buy	3,732 +5	+0.1%	+$1.74K	0.44%	24
2025 Q1	$1.31M	Sell	3,727 -187	-5%	-$63.3K	0.46%	23
2024 Q4	$1.24M	Buy	3,914 +63	+2%	+$18.9K	0.42%	22
2024 Q3	$1.06M	Buy	3,851 +166	+5%	+$44.9K	0.36%	24
2024 Q2	$970K	Sell	3,685 -185	-5%	-$50.7K	0.36%	25
2024 Q1	$1.08M	Sell	3,870 -253	-6%	-$69.9K	0.41%	22
2023 Q4	$1.07M	Hold	4,123	–	–	0.47%	21
2023 Q3	$948K	Buy	4,123 +3,049	+284%	+$733K	0.46%	23
2023 Q2	$255K	Hold	1,074	–	–	0.13%	48
2023 Q1	$242K	Hold	1,074	–	–	0.14%	49
2022 Q4	$223K	Buy	+1,074	New	+$217K	0.14%	50
2022 Q3	–	Sell	-1,047	Closed	-$206K	–	54
2022 Q2	$206K	Hold	1,047	–	–	0.14%	53
2022 Q1	$232K	Hold	1,047	–	–	0.16%	52
2021 Q4	$227K	Buy	+1,047	New	+$225K	0.16%	55

Other funds holding V

BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM

State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM

Capital World Investors Los Angeles, California $824B AUM 37.44% 1-Year Est. Return

Capital International Investors Los Angeles, California $483B AUM 27.72% 1-Year Est. Return

JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return

CJM Wealth Advisers's V Position: Q3 2026 in Review

CJM Wealth Advisers reduced its Visa (V) stake by 7.9% in Q3 2026, selling an estimated $102K and leaving 3,259 shares worth $1.17M. The position accounts for 0.31% of the portfolio, ranked #34.

CJM Wealth Advisers first reported a position in V in Q4 2021 and has held it in 19 quarters since. The position peaked at $1.33M in Q2 2025. 4,065 funds tracked by Wall St. Rank hold V as of Q3 2026.

CJM Wealth Advisers held 3,259 shares of Visa worth $1.17M as of Q3 2026.
CJM Wealth Advisers sold 278 Visa shares in Q3 2026, an estimated $102K.
Visa made up 0.31% of CJM Wealth Advisers's portfolio in Q3 2026, its #34 holding.
CJM Wealth Advisers first reported a position in Visa in Q4 2021 and has held it in 19 quarters since.
CJM Wealth Advisers's Visa position peaked at $1.33M in Q2 2025.
4,065 funds tracked by Wall St. Rank held Visa as of Q3 2026.

Based on CJM Wealth Advisers's 13F filing for Q3 2026, filed 27 Oct 2026.