Visa Inc.
CH ˙ SWX ˙ US92826C8394
SecurityCH:V / Visa Inc.
InstitutionCMH Wealth Management LLC
Latest Disclosed Ownership21,355 shares
Latest Disclosed Value $ 6,454,336
CMH Wealth Management LLC reports 8.65% increase in ownership of V / Visa Inc.

On April 13, 2026 - CMH Wealth Management LLC filed a 13F-HR form disclosing ownership of 21,355 shares of Visa Inc. (CH:V) valued at $6,454,336 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 13, 2026 disclosing 19,654 shares of Visa Inc.. This represents a change in shares of 8.65% during the quarter.

Institutional Ownership: 13F and NPORT Filings

The Security and Class in the table below are shown exactly as filed by the investor. We do our best to track continuity of investments through acquisitions, and this will be reflected in the table as changes in names. In addition to descriptive data, performance of the investment is shown over time. To calculate quarterly performance, we first calculate cost basis of the shares purchased during the quarter, then use that to calculate gross profit. Quarterly return is Gross Profit / Starting Portfolio value.

Note that cost basis is calculated and stored in thousands, so small quarterly changes in shares frequently result in a cost basis of zero.

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Disclosed Equity Positions (from 13F/NPORT Filings)
File
Date		 Effective
Date		Form Security Class ID Avg Price
Paid (Est)		 Reported
Shares		 ΔShares ΔShares
(%)		 Reported
Value
(x1000)		 ΔValue
(%)		 Alloc
(%)		 ΔAlloc ΔAlloc (%) Cost Basis
(x1000)		 Unrealized
Gain/Loss
(x1000)
2026-04-13 2026-03-31 13F VISA COM CL A 92826C839 21,355 1,701 8.65 6,454 -6.36 1.1080
2026-01-13 2025-12-31 13F VISA COM CL A 92826C839 19,654 -325 -1.63 6,893 1.06 1.4765
2025-10-21 2025-09-30 13F VISA COM CL A 92826C839 19,979 234 1.19 6,820 -2.71 1.4535
2025-07-11 2025-06-30 13F VISA COM CL A 92826C839 19,745 -5,534 -21.89 7,010 -20.87 1.6317
2025-04-14 2025-03-31 13F VISA COM CL A 92826C839 25,279 -687 -2.65 8,859 7.96 2.2197
2025-01-16 2024-12-31 13F VISA COM CL A 92826C839 25,966 277 1.08 8,206 16.18 1.8796
2024-10-15 2024-09-30 13F VISA COM CL A 92826C839 25,689 -30 -0.12 7,063 4.64 1.6614
2024-07-11 2024-06-30 13F VISA COM CL A 92826C839 25,719 -678 -2.57 6,750 -8.36 1.6614
2024-04-12 2024-03-31 13F VISA COM CL A 92826C839 26,397 -1,617 -5.77 7,367 1.00 1.8716
2024-01-19 2023-12-31 13F VISA COM CL A 92826C839 28,014 507 1.84 7,293 15.29 1.7677
2023-10-13 2023-09-30 13F VISA COM CL A 92826C839 27,507 538 1.99 6,327 -1.22 1.7686
2023-07-17 2023-06-30 13F VISA COM CL A 92826C839 26,969 418 1.57 6,405 6.98 1.7222
2023-04-10 2023-03-31 13F VISA COM CL A 92826C839 26,551 9,105 52.19 5,986 65.18 1.7286
2023-01-12 2022-12-31 13F VISA COM CL A 92826C839 17,446 107 0.62 3,625 17.66 1.1634
2022-10-24 2022-09-30 13F VISA COM CL A 92826C839 17,339 303 1.78 3,080 -8.17 1.1291
2022-07-15 2022-06-30 13F VISA COM CL A 92826C839 17,036 808 4.98 3,354 -6.81 1.2127
2022-04-13 2022-03-31 13F VISA COM CL A 92826C839 16,228 1,414 9.55 3,599 12.12 1.1065
2022-01-18 2021-12-31 13F VISA COM CL A 92826C839 14,814 771 5.49 3,210 2.62 0.9681
2021-10-28 2021-09-30 13F/A-1 VISA COM CL A 92826C839 14,043 357 2.61 3,128 -2.25 1.0264
2021-10-18 2021-09-30 13F VISA COM CL A 92826C839 14,043 357 3,128 1.0271
2021-07-19 2021-06-30 13F VISA COM CL A 92826C839 13,686 563 4.29 3,200 15.15 1.0691
2021-04-19 2021-03-31 13F VISA COM CL A 92826C839 13,123 69 0.53 2,779 -2.66 1.0468
2021-02-01 2020-12-31 13F VISA COM CL A 92826C839 13,054 187 1.45 2,855 10.96 1.0455
2020-10-20 2020-09-30 13F VISA COM CL A 92826C839 12,867 403 3.23 2,573 6.85 1.1011
2020-07-23 2020-06-30 13F VISA COM CL A 92826C839 12,464 -7,207 -36.64 2,408 -24.01 1.1499
2020-04-16 2020-03-31 13F VISA COM CL A 92826C839 19,671 307 1.59 3,169 -12.89 1.8516
2020-01-21 2019-12-31 13F VISA COM CL A 92826C839 19,364 -201 -1.03 3,638 8.11 1.8683
2019-10-11 2019-09-30 13F VISA COM CL A 92826C839 19,565 -710 -3.50 3,365 -4.38 1.9053
2019-07-15 2019-06-30 13F VISA COM CL A 92826C839 20,275 -1,630 -7.44 3,519 2.86 2.0644
2019-04-15 2019-03-31 13F VISA COM CL A 92826C839 21,905 -255 -1.15 3,421 17.00 2.0724
2019-01-16 2018-12-31 13F VISA COM CL A 92826C839 22,160 735 3.43 2,924 -9.50 1.7637
2018-10-29 2018-09-30 13F VISA COM CL A 92826C839 21,425 2,550 13.51 3,231 29.19 1.6926
2018-07-20 2018-06-30 13F VISA COM CL A 92826C839 18,875 27 0.14 2,501 12.10 1.4302
2018-04-11 2018-03-31 13F VISA COM CL A 92826C839 18,848 -190 -1.00 2,231 2.34 1.5043
2018-01-12 2017-12-31 13F VISA COM CL A 92826C839 19,038 -535 -2.73 2,180 5.62 1.4424
2017-10-19 2017-09-30 13F VISA COM CL A 92826C839 19,573 70 0.36 2,064 12.42 1.5319
2017-07-25 2017-06-30 13F VISA COM CL A 92826C839 19,503 511 2.69 1,836 9.03 1.4636
2017-04-17 2017-03-31 13F VISA COM CL A 92826C839 18,992 -325 -1.68 1,684 7.40 1.3190
2017-02-23 2016-12-31 13F VISA COM CL A 92826C839 19,317 19,317 1,568 1.3729
Legend
Shares
The total number of shares held by the institution at the end of the reporting period (the effective date). This is provided in the filing.
Value
The total value of the shares as of the effective date. This is provided in the filing.
Avg. Share Price
The weighted average share price of the shares held by the institution. We use FIFO accounting to determine this price
Class
This is the security class as indicated by the filer. There are a variety of values for this field. Common values include "EC" = equity common, "EP" - equity preferred
Allocation (%)
The percent of the institution's portfolio that this position represents. This is provided in NPORT filings. For 13F filings, we calculate it.
Change in Allocation
The change in allocation from the prior reporting period. This is calculated as current allocation - prior allocation.
Change in Allocation (%)
The percent change in allocation from the prior reporting period. This is calculated as (current allocation - prior allocation) / prior allocation.
Cost Basis
The total cost of the shares held. This is calculated as reported shares * avg. share price
Unrealized Gain/Loss
This is the market value of the position as of the effective date minus the cost basis.