Godshalk Welsh Capital Management’s Masco MAS Stock Holding History

Godshalk Welsh Capital Management’s Portfolio MAS Stock Details MAS Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$296K	Hold	4,900	–	–	0.17%	110
2025 Q4	$311K	Hold	4,900	–	–	0.18%	107
2025 Q3	$345K	Hold	4,900	–	–	0.2%	102
2025 Q2	$315K	Sell	4,900 -300	-6%	-$18.9K	0.19%	104
2025 Q1	$362K	Sell	5,200 -475	-8%	-$35.5K	0.24%	94
2024 Q4	$412K	Sell	5,675 -125	-2%	-$10K	0.27%	91
2024 Q3	$487K	Sell	5,800 -600	-9%	-$45.5K	0.31%	87
2024 Q2	$427K	Hold	6,400	–	–	0.28%	86
2024 Q1	$505K	Sell	6,400 -50	-0.8%	-$3.6K	0.34%	78
2023 Q4	$432K	Sell	6,450 -100	-2%	-$5.81K	0.31%	82
2023 Q3	$350K	Hold	6,550	–	–	0.26%	87
2023 Q2	$376K	Sell	6,550 -200	-3%	-$10.5K	0.26%	93
2023 Q1	$336K	Sell	6,750 -500	-7%	-$25.8K	0.24%	95
2022 Q4	$338K	Hold	7,250	–	–	0.25%	92
2022 Q3	$339K	Sell	7,250 -50	-0.7%	-$2.6K	0.25%	91
2022 Q2	$369K	Sell	7,300 -500	-6%	-$26.4K	0.27%	93
2022 Q1	$398K	Hold	7,800	–	–	0.24%	92
2021 Q4	$548K	Hold	7,800	–	–	0.31%	82
2021 Q3	$433K	Hold	7,800	–	–	0.27%	91
2021 Q2	$460K	Hold	7,800	–	–	0.29%	88
2021 Q1	$467K	Hold	7,800	–	–	0.33%	83
2020 Q4	$428K	Hold	7,800	–	–	0.32%	80
2020 Q3	$430K	Hold	7,800	–	–	0.36%	78
2020 Q2	$392K	Hold	7,800	–	–	0.37%	79
2020 Q1	$270K	Hold	7,800	–	–	0.29%	86
2019 Q4	$374K	Sell	7,800 -250	-3%	-$11.4K	0.31%	89
2019 Q3	$336K	Hold	8,050	–	–	0.3%	89
2019 Q2	$316K	Sell	8,050 -250	-3%	-$9.64K	0.29%	88
2019 Q1	$326K	Sell	8,300 -1,300	-14%	-$46.4K	0.31%	87
2018 Q4	$281K	Sell	9,600 -3,000	-24%	-$93.2K	0.31%	86
2018 Q3	$461K	Hold	12,600	–	–	0.45%	75
2018 Q2	$471K	Hold	12,600	–	–	0.49%	75
2018 Q1	$510K	Sell	12,600 -650	-5%	-$27.9K	0.55%	68
2017 Q4	$582K	Sell	13,250 -1,200	-8%	-$48.8K	0.59%	67
2017 Q3	$564K	Sell	14,450 -100	-0.7%	-$3.77K	0.57%	67
2017 Q2	$556K	Sell	14,550 -750	-5%	-$27.4K	0.55%	68
2017 Q1	$520K	Sell	15,300 -300	-2%	-$10K	0.51%	74
2016 Q4	$493K	Sell	15,600 -250	-2%	-$8.02K	0.5%	73
2016 Q3	$544K	Hold	15,850	–	–	0.56%	70
2016 Q2	$490K	Sell	15,850 -1,100	-6%	-$34.7K	0.52%	80
2016 Q1	$533K	Hold	16,950	–	–	0.55%	72
2015 Q4	$480K	Sell	16,950 -1,200	-7%	-$34.2K	0.5%	81
2015 Q3	$457K	Sell	18,150 -1,025	-5%	-$26.3K	0.5%	83
2015 Q2	$449K	Buy	19,175 +455	+2%	+$10.8K	0.46%	85
2015 Q1	$439K	Buy	18,720 +1,138	+6%	+$25.8K	0.45%	86
2014 Q4	$389K	Buy	+17,582	New	+$363K	0.35%	95

Other funds holding MAS

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return

Nordea Investment Management Stockholm, Sweden $107B AUM 24.58% 1-Year Est. Return

Godshalk Welsh Capital Management's MAS Position: Q1 2026 in Review

Godshalk Welsh Capital Management held its Masco (MAS) position steady in Q1 2026 at 4,900 shares worth $296K. The position accounts for 0.17% of the portfolio, ranked #110.

Godshalk Welsh Capital Management first reported a position in MAS in Q4 2014 and has held it in 46 quarters since. The position peaked at $582K in Q4 2017. 833 funds tracked by Wall St. Rank hold MAS as of Q1 2026.

Godshalk Welsh Capital Management held 4,900 shares of Masco worth $296K as of Q1 2026.
Godshalk Welsh Capital Management left its Masco share count unchanged in Q1 2026.
Masco made up 0.17% of Godshalk Welsh Capital Management's portfolio in Q1 2026, its #110 holding.
Godshalk Welsh Capital Management first reported a position in Masco in Q4 2014 and has held it in 46 quarters since.
Godshalk Welsh Capital Management's Masco position peaked at $582K in Q4 2017.
833 funds tracked by Wall St. Rank held Masco as of Q1 2026.

Based on Godshalk Welsh Capital Management's 13F filing for Q1 2026, filed 13 May 2026.