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 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

Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return

ECU

Egerton Capital (UK) London, United Kingdom $10.4B AUM 25.66% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

LMFP

Larry Mathis Financial Planning Phoenix, Arizona $124B AUM

Wellcome Trust London, United Kingdom $9.01B AUM 12.05% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

FWIA

Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return

CRM

Cardano Risk Management Rotterdam, Netherlands $13B AUM 49.44% 1-Year Est. Return

CAM

Congress Asset Management Boston, Massachusetts $16.3B AUM 42.69% 1-Year Est. Return

Canoe Financial Calgary, Alberta, Canada $8.07B AUM 25.47% 1-Year Est. Return

CJM Wealth Advisers's V Position: Q2 2026 in Review

CJM Wealth Advisers increased its Visa (V) stake by 0.17% in Q2 2026, buying an estimated $1.93K and bringing the position to 3,537 shares worth $1.21M. The position accounts for 0.32% of the portfolio, ranked #33.

CJM Wealth Advisers first reported a position in V in Q4 2021 and has held it in 18 quarters since. The position peaked at $1.33M in Q2 2025. 1,066 funds tracked by Wall St. Rank hold V as of Q2 2026.

CJM Wealth Advisers held 3,537 shares of Visa worth $1.21M as of Q2 2026.
CJM Wealth Advisers bought 6 Visa shares in Q2 2026, an estimated $1.93K.
Visa made up 0.32% of CJM Wealth Advisers's portfolio in Q2 2026, its #33 holding.
CJM Wealth Advisers first reported a position in Visa in Q4 2021 and has held it in 18 quarters since.
CJM Wealth Advisers's Visa position peaked at $1.33M in Q2 2025.
1,066 funds tracked by Wall St. Rank held Visa as of Q2 2026.

Based on CJM Wealth Advisers's 13F filing for Q2 2026, filed 17 Jul 2026.