4WM
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4J Wealth Management’s Mastercard MA Stock Holding History

4J Wealth Management’s Portfolio MA Stock Details MA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$1.15M Sell
2,236
-250
-10% -$125K 0.56% 31
2026
Q1 		$1.24M Sell
2,486
-217
-8% -$114K 0.71% 29
2025
Q4 		$1.54M Sell
2,703
-62
-2% -$34.7K 0.88% 26
2025
Q3 		$1.57M Sell
2,765
-2
-0.1% -$1.15K 0.92% 25
2025
Q2 		$1.55M Sell
2,767
-76
-3% -$42K 1.05% 20
2025
Q1 		$1.56M Buy
2,843
+44
+2% +$24K 1.23% 20
2024
Q4 		$1.47M Sell
2,799
-97
-3% -$50.2K 1.19% 18
2024
Q3 		$1.43M Sell
2,896
-12
-0.4% -$5.58K 1.11% 20
2024
Q2 		$1.28M Sell
2,908
-52
-2% -$23.7K 1.06% 20
2024
Q1 		$1.43M Sell
2,960
-67
-2% -$30.6K 1.23% 20
2023
Q4 		$1.29M Sell
3,027
-210
-6% -$84.4K 1.18% 24
2023
Q3 		$1.28M Sell
3,237
-50
-2% -$20.1K 1.28% 21
2023
Q2 		$1.29M Sell
3,287
-130
-4% -$48.8K 1.25% 22
2023
Q1 		$1.24M Sell
3,417
-330
-9% -$120K 1.33% 21
2022
Q4 		$1.3M Sell
3,747
-121
-3% -$39.8K 1.51% 17
2022
Q3 		$1.1M Sell
3,868
-75
-2% -$24.9K 1.41% 21
2022
Q2 		$1.24M Sell
3,943
-14
-0.4% -$4.82K 1.57% 18
2022
Q1 		$1.41M Hold
3,957
– – 1.24% 20
2021
Q4 		$1.42M Sell
3,957
-45
-1% -$15.6K 1.2% 24
2021
Q3 		$1.39M Buy
4,002
+19
+0.5% +$6.91K 1.21% 23
2021
Q2 		$1.45M Sell
3,983
-11
-0.3% -$4.09K 1.27% 23
2021
Q1 		$1.42M Sell
3,994
-57
-1% -$19.9K 1.32% 23
2020
Q4 		$1.45M Buy
+4,051
New +$1.35M 1.39% 20

Other funds holding MA

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Mastercard Foundation Asset Management (MFAM)
Mastercard Foundation Asset Management (MFAM) Toronto, Ontario, Canada $32.1B AUM 8.22% 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
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 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
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

4J Wealth Management's MA Position: Q2 2026 in Review

4J Wealth Management reduced its Mastercard (MA) stake by 10% in Q2 2026, selling an estimated $125K and leaving 2,236 shares worth $1.15M. The position accounts for 0.56% of the portfolio, ranked #31.

4J Wealth Management first reported a position in MA in Q4 2020 and has held it in 23 quarters since. The position peaked at $1.57M in Q3 2025. 3,599 funds tracked by Wall St. Rank hold MA as of Q2 2026.

  • 4J Wealth Management held 2,236 shares of Mastercard worth $1.15M as of Q2 2026.
  • 4J Wealth Management sold 250 Mastercard shares in Q2 2026, an estimated $125K.
  • Mastercard made up 0.56% of 4J Wealth Management's portfolio in Q2 2026, its #31 holding.
  • 4J Wealth Management first reported a position in Mastercard in Q4 2020 and has held it in 23 quarters since.
  • 4J Wealth Management's Mastercard position peaked at $1.57M in Q3 2025.
  • 3,599 funds tracked by Wall St. Rank held Mastercard as of Q2 2026.

Based on 4J Wealth Management's 13F filing for Q2 2026, filed 22 Jul 2026.