Bigelow Investment Advisors’s Mastercard MA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $838K | Buy |
1,678
+67
| +4% | +$35.3K | 0.34% | 75 |
|
|
2025
Q4 | $920K | Sell |
1,611
-38
| -2% | -$21.2K | 0.36% | 71 |
|
|
2025
Q3 | $938K | Sell |
1,649
-80
| -5% | -$45.9K | 0.38% | 72 |
|
|
2025
Q2 | $972K | Sell |
1,729
-129
| -7% | -$71.3K | 0.43% | 65 |
|
|
2025
Q1 | $1.02M | Sell |
1,858
-92
| -5% | -$50.1K | 0.48% | 61 |
|
|
2024
Q4 | $1.03M | Buy |
1,950
+6
| +0.3% | +$3.11K | 0.48% | 60 |
|
|
2024
Q3 | $960K | Buy |
1,944
+14
| +0.7% | +$6.51K | 0.43% | 71 |
|
|
2024
Q2 | $851K | Sell |
1,930
-38
| -2% | -$17.3K | 0.41% | 73 |
|
|
2024
Q1 | $948K | Buy |
1,968
+12
| +0.6% | +$5.49K | 0.47% | 67 |
|
|
2023
Q4 | $834K | Buy |
1,956
+1
| +0.1% | +$402 | 0.45% | 67 |
|
|
2023
Q3 | $774K | Buy |
1,955
+16
| +0.8% | +$6.42K | 0.44% | 71 |
|
|
2023
Q2 | $763K | Sell |
1,939
-55
| -3% | -$20.6K | 0.42% | 76 |
|
|
2023
Q1 | $725K | Sell |
1,994
-15
| -0.7% | -$5.45K | 0.42% | 77 |
|
|
2022
Q4 | $699K | Sell |
2,009
-10
| -0.5% | -$3.29K | 0.41% | 76 |
|
|
2022
Q3 | $574K | Hold |
2,019
| – | – | 0.34% | 83 |
|
|
2022
Q2 | $637K | Sell |
2,019
-75
| -4% | -$25.8K | 0.35% | 80 |
|
|
2022
Q1 | $748K | Buy |
2,094
+11
| +0.5% | +$3.95K | 0.35% | 80 |
|
|
2021
Q4 | $748K | Buy |
2,083
+14
| +0.7% | +$4.84K | 0.34% | 76 |
|
|
2021
Q3 | $719K | Sell |
2,069
-310
| -13% | -$113K | 0.35% | 73 |
|
|
2021
Q2 | $869K | Hold |
2,379
| – | – | 0.42% | 65 |
|
|
2021
Q1 | $847K | Sell |
2,379
-15
| -0.6% | -$5.23K | 0.43% | 65 |
|
|
2020
Q4 | $855K | Buy |
2,394
+30
| +1% | +$9.98K | 0.45% | 60 |
|
|
2020
Q3 | $799K | Hold |
2,364
| – | – | 0.47% | 59 |
|
|
2020
Q2 | $699K | Sell |
2,364
-16
| -0.7% | -$4.51K | 0.45% | 61 |
|
|
2020
Q1 | $575K | Buy |
2,380
+4
| +0.2% | +$1.19K | 0.43% | 63 |
|
|
2019
Q4 | $709K | Buy |
2,376
+4
| +0.2% | +$1.13K | 0.42% | 66 |
|
|
2019
Q3 | $644K | Buy |
2,372
+23
| +1% | +$6.34K | 0.41% | 73 |
|
|
2019
Q2 | $621K | Sell |
2,349
-16
| -0.7% | -$4K | 0.42% | 72 |
|
|
2019
Q1 | $557K | Sell |
2,365
-62
| -3% | -$13.3K | 0.39% | 76 |
|
|
2018
Q4 | $458K | Hold |
2,427
| – | – | 0.34% | 87 |
|
|
2018
Q3 | $540K | Sell |
2,427
-145
| -6% | -$30.2K | 0.36% | 80 |
|
|
2018
Q2 | $505K | Sell |
2,572
-175
| -6% | -$32.9K | 0.34% | 88 |
|
|
2018
Q1 | $481K | Sell |
2,747
-68
| -2% | -$11.6K | 0.33% | 93 |
|
|
2017
Q4 | $426K | Buy |
+2,815
| New | +$419K | 0.42% | 62 |
|
Other funds holding MA
VCM
VPM
Bigelow Investment Advisors's MA Position: Q1 2026 in Review
Bigelow Investment Advisors increased its Mastercard (MA) stake by 4.2% in Q1 2026, buying an estimated $35.3K and bringing the position to 1,678 shares worth $838K. The position accounts for 0.34% of the portfolio, ranked #75.
Bigelow Investment Advisors first reported a position in MA in Q4 2017 and has held it in 34 quarters since. The position peaked at $1.03M in Q4 2024. 3,600 funds tracked by Wall St. Rank hold MA as of Q1 2026.
- Bigelow Investment Advisors held 1,678 shares of Mastercard worth $838K as of Q1 2026.
- Bigelow Investment Advisors bought 67 Mastercard shares in Q1 2026, an estimated $35.3K.
- Mastercard made up 0.34% of Bigelow Investment Advisors's portfolio in Q1 2026, its #75 holding.
- Bigelow Investment Advisors first reported a position in Mastercard in Q4 2017 and has held it in 34 quarters since.
- Bigelow Investment Advisors's Mastercard position peaked at $1.03M in Q4 2024.
- 3,600 funds tracked by Wall St. Rank held Mastercard as of Q1 2026.
Based on Bigelow Investment Advisors's 13F filing for Q1 2026, filed 23 Apr 2026.