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CM Wealth Advisors’s Visa V Stock Holding History

CM Wealth Advisors’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 		$3.14M Sell
9,160
-478
-5% -$153K 0.57% 21
2026
Q1 		$2.91M Buy
9,638
+4,189
+77% +$1.35M 0.62% 18
2025
Q4 		$1.91M Buy
5,449
+3,865
+244% +$1.32M 0.43% 27
2025
Q3 		$541K Sell
1,584
-87
-5% -$30.1K 0.14% 54
2025
Q2 		$593K Sell
1,671
-56
-3% -$19.5K 0.17% 47
2025
Q1 		$605K Hold
1,727
– – 0.19% 50
2024
Q4 		$546K Hold
1,727
– – 0.18% 50
2024
Q3 		$475K Hold
1,727
– – 0.15% 52
2024
Q2 		$453K Sell
1,727
-3,689
-68% -$1.01M 0.22% 43
2024
Q1 		$1.5M Buy
5,416
+3,460
+177% +$955K 0.43% 32
2023
Q4 		$509K Hold
1,956
– – 0.22% 44
2023
Q3 		$484K Sell
1,956
-3,892
-67% -$936K 0.19% 44
2023
Q2 		$1.38M Sell
5,848
-18,132
-76% -$4.15M 0.45% 24
2023
Q1 		$5.47M Buy
23,980
+22,348
+1,369% +$4.97M 1.06% 6
2022
Q4 		$339K Sell
1,632
-291
-15% -$58.7K 0.17% 48
2022
Q3 		$342K Buy
1,923
+291
+18% +$59.2K 0.19% 52
2022
Q2 		$321K Buy
+1,632
New +$337K 0.2% 52

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

CM Wealth Advisors's V Position: Q2 2026 in Review

CM Wealth Advisors reduced its Visa (V) stake by 5% in Q2 2026, selling an estimated $153K and leaving 9,160 shares worth $3.14M. The position accounts for 0.57% of the portfolio, ranked #21.

CM Wealth Advisors first reported a position in V in Q2 2022 and has held it in 17 quarters since. The position peaked at $5.47M in Q1 2023. 4,562 funds tracked by Wall St. Rank hold V as of Q2 2026.

  • CM Wealth Advisors held 9,160 shares of Visa worth $3.14M as of Q2 2026.
  • CM Wealth Advisors sold 478 Visa shares in Q2 2026, an estimated $153K.
  • Visa made up 0.57% of CM Wealth Advisors's portfolio in Q2 2026, its #21 holding.
  • CM Wealth Advisors first reported a position in Visa in Q2 2022 and has held it in 17 quarters since.
  • CM Wealth Advisors's Visa position peaked at $5.47M in Q1 2023.
  • 4,562 funds tracked by Wall St. Rank held Visa as of Q2 2026.

Based on CM Wealth Advisors's 13F filing for Q2 2026, filed 10 Aug 2026.