CWM
V icon

CMH Wealth Management’s Visa V Stock Holding History

CMH Wealth Management’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 		$7.53M Buy
21,954
+599
+3% +$192K 1.15% 30
2026
Q1 		$6.45M Buy
21,355
+1,701
+9% +$547K 1.11% 32
2025
Q4 		$6.89M Sell
19,654
-325
-2% -$111K 1.48% 32
2025
Q3 		$6.82M Buy
19,979
+234
+1% +$81K 1.45% 34
2025
Q2 		$7.01M Sell
19,745
-5,534
-22% -$1.93M 1.63% 30
2025
Q1 		$8.86M Sell
25,279
-687
-3% -$232K 2.22% 17
2024
Q4 		$8.21M Buy
25,966
+277
+1% +$83.3K 1.88% 20
2024
Q3 		$7.06M Sell
25,689
-30
-0.1% -$8.11K 1.66% 29
2024
Q2 		$6.75M Sell
25,719
-678
-3% -$186K 1.66% 29
2024
Q1 		$7.37M Sell
26,397
-1,617
-6% -$446K 1.87% 21
2023
Q4 		$7.29M Buy
28,014
+507
+2% +$125K 1.77% 24
2023
Q3 		$6.33M Buy
27,507
+538
+2% +$129K 1.77% 26
2023
Q2 		$6.4M Buy
26,969
+418
+2% +$95.7K 1.72% 25
2023
Q1 		$5.99M Buy
26,551
+9,105
+52% +$2.03M 1.73% 23
2022
Q4 		$3.62M Buy
17,446
+107
+0.6% +$21.6K 1.16% 40
2022
Q3 		$3.08M Buy
17,339
+303
+2% +$61.7K 1.13% 37
2022
Q2 		$3.35M Buy
17,036
+808
+5% +$167K 1.21% 37
2022
Q1 		$3.6M Buy
16,228
+1,414
+10% +$306K 1.11% 37
2021
Q4 		$3.21M Buy
14,814
+771
+5% +$166K 0.97% 40
2021
Q3 		$3.13M Buy
14,043
+357
+3% +$83.7K 1.03% 36
2021
Q2 		$3.2M Buy
13,686
+563
+4% +$129K 1.07% 36
2021
Q1 		$2.78M Buy
13,123
+69
+0.5% +$14.5K 1.05% 37
2020
Q4 		$2.85M Buy
13,054
+187
+1% +$38.3K 1.05% 36
2020
Q3 		$2.57M Buy
12,867
+403
+3% +$80.5K 1.1% 32
2020
Q2 		$2.41M Sell
12,464
-7,207
-37% -$1.32M 1.15% 35
2020
Q1 		$3.17M Buy
19,671
+307
+2% +$57.8K 1.85% 19
2019
Q4 		$3.64M Sell
19,364
-201
-1% -$36.2K 1.87% 18
2019
Q3 		$3.37M Sell
19,565
-710
-4% -$126K 1.91% 16
2019
Q2 		$3.52M Sell
20,275
-1,630
-7% -$267K 2.06% 15
2019
Q1 		$3.42M Sell
21,905
-255
-1% -$36.7K 2.07% 14
2018
Q4 		$2.92M Buy
22,160
+735
+3% +$102K 1.76% 20
2018
Q3 		$3.23M Buy
21,425
+2,550
+14% +$363K 1.69% 18
2018
Q2 		$2.5M Buy
18,875
+27
+0.1% +$3.48K 1.43% 21
2018
Q1 		$2.23M Sell
18,848
-190
-1% -$23K 1.5% 21
2017
Q4 		$2.18M Sell
19,038
-535
-3% -$59.1K 1.44% 26
2017
Q3 		$2.06M Buy
19,573
+70
+0.4% +$7.1K 1.53% 23
2017
Q2 		$1.84M Buy
19,503
+511
+3% +$47.4K 1.46% 29
2017
Q1 		$1.68M Sell
18,992
-325
-2% -$28K 1.32% 29
2016
Q4 		$1.57M Buy
+19,317
New +$1.55M 1.37% 30

Other funds holding V

Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
LMFP
Larry Mathis Financial Planning Phoenix, Arizona $124B AUM
WT
Wellcome Trust London, United Kingdom $9.01B AUM 12.05% 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
CF
Canoe Financial Calgary, Alberta, Canada $8.07B AUM 25.47% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

CMH Wealth Management's V Position: Q2 2026 in Review

CMH Wealth Management increased its Visa (V) stake by 2.8% in Q2 2026, buying an estimated $192K and bringing the position to 21,954 shares worth $7.53M. The position accounts for 1.15% of the portfolio, ranked #30.

CMH Wealth Management first reported a position in V in Q4 2016 and has held it in 39 quarters since. The position peaked at $8.86M in Q1 2025. 849 funds tracked by Wall St. Rank hold V as of Q2 2026.

  • CMH Wealth Management held 21,954 shares of Visa worth $7.53M as of Q2 2026.
  • CMH Wealth Management bought 599 Visa shares in Q2 2026, an estimated $192K.
  • Visa made up 1.15% of CMH Wealth Management's portfolio in Q2 2026, its #30 holding.
  • CMH Wealth Management first reported a position in Visa in Q4 2016 and has held it in 39 quarters since.
  • CMH Wealth Management's Visa position peaked at $8.86M in Q1 2025.
  • 849 funds tracked by Wall St. Rank held Visa as of Q2 2026.

Based on CMH Wealth Management's 13F filing for Q2 2026, filed 9 Jul 2026.