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Benchmark Investment Advisors’s Mastercard MA Stock Holding History

Benchmark Investment Advisors’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
Q1 		$2.9M Buy
+5,798
New +$3.05M 1.68% 24
2025
Q3 		$3.52M Buy
+6,185
New +$3.55M 2.04% 14
2025
Q1 		$3M Buy
5,474
+114
+2% +$62.1K 1.94% 14
2024
Q4 		$2.82M Buy
5,360
+69
+1% +$35.7K 1.84% 14
2024
Q3 		$2.61M Sell
5,291
-1,351
-20% -$628K 1.86% 15
2024
Q2 		$2.93M Buy
6,642
+1,116
+20% +$508K 2.12% 12
2024
Q1 		$2.66M Sell
5,526
-5
-0.1% -$2.29K 2.1% 11
2023
Q4 		$2.36M Sell
5,531
-102
-2% -$41K 2.19% 11
2023
Q3 		$2.23M Sell
5,633
-69
-1% -$27.7K 2.25% 8
2023
Q2 		$2.24M Sell
5,702
-2,308
-29% -$866K 2.07% 13
2023
Q1 		$2.91M Buy
8,010
+2,139
+36% +$777K 2.99% 4
2022
Q4 		$2.04M Sell
5,871
-838
-12% -$276K 2.16% 12
2022
Q3 		$1.91M Sell
6,709
-212
-3% -$70.3K 2.06% 16
2022
Q2 		$2.18M Sell
6,921
-623
-8% -$215K 2.28% 10
2022
Q1 		$2.7M Buy
7,544
+27
+0.4% +$9.71K 2.03% 8
2021
Q4 		$2.7M Buy
+7,517
New +$2.6M 2.23% 10

Other funds holding MA

BlackRock
BlackRock New York $5.72T AUM 30.48% 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
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Benchmark Investment Advisors's MA Position: Q1 2026 in Review

Benchmark Investment Advisors opened a new position in Mastercard (MA) in Q1 2026: 5,798 shares worth $2.9M. The stake represents 1.68% of the portfolio and ranks #24 among its holdings. This is a return to the name: Benchmark Investment Advisors previously reported a position in MA as recently as Q3 2025.

Benchmark Investment Advisors first reported a position in MA in Q4 2021 and has held it in 16 quarters since. The position peaked at $3.52M in Q3 2025. 3,603 funds tracked by Wall St. Rank hold MA as of Q1 2026.

  • Benchmark Investment Advisors held 5,798 shares of Mastercard worth $2.9M as of Q1 2026.
  • Mastercard was a new Benchmark Investment Advisors position in Q1 2026.
  • Mastercard made up 1.68% of Benchmark Investment Advisors's portfolio in Q1 2026, its #24 holding.
  • Benchmark Investment Advisors first reported a position in Mastercard in Q4 2021 and has held it in 16 quarters since.
  • Benchmark Investment Advisors's Mastercard position peaked at $3.52M in Q3 2025.
  • 3,603 funds tracked by Wall St. Rank held Mastercard as of Q1 2026.

Based on Benchmark Investment Advisors's 13F filing for Q1 2026, filed 13 May 2026.