JTWM
MA icon

Jackson Thornton Wealth Management’s Mastercard MA Stock Holding History

Jackson Thornton 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 		$560K Buy
1,091
+504
+86% +$251K 0.04% 135
2026
Q1 		$293K Sell
587
-299
-34% -$157K 0.03% 192
2025
Q4 		$514K Sell
886
-133
-13% -$74.3K 0.05% 109
2025
Q3 		$587K Buy
1,019
+355
+53% +$204K 0.06% 79
2025
Q2 		$373K Buy
664
+40
+6% +$22.1K 0.04% 65
2025
Q1 		$323K Buy
624
+60
+11% +$32.7K 0.04% 65
2024
Q4 		$297K Buy
564
+24
+4% +$12.4K 0.04% 65
2024
Q3 		$267K Sell
540
-3
-0.6% -$1.4K 0.04% 55
2024
Q2 		$240K Sell
543
-3
-0.5% -$1.37K 0.04% 52
2024
Q1 		$263K Hold
546
– – 0.04% 45
2023
Q4 		$233K Sell
546
-12
-2% -$4.82K 0.04% 50
2023
Q3 		$221K Buy
+558
New +$224K 0.05% 41

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

Jackson Thornton Wealth Management's MA Position: Q2 2026 in Review

Jackson Thornton Wealth Management increased its Mastercard (MA) stake by 86% in Q2 2026, buying an estimated $251K and bringing the position to 1,091 shares worth $560K. The position accounts for 0.04% of the portfolio, ranked #135.

Jackson Thornton Wealth Management first reported a position in MA in Q3 2023 and has held it in 12 quarters since. The position peaked at $587K in Q3 2025. 3,613 funds tracked by Wall St. Rank hold MA as of Q2 2026.

  • Jackson Thornton Wealth Management held 1,091 shares of Mastercard worth $560K as of Q2 2026.
  • Jackson Thornton Wealth Management bought 504 Mastercard shares in Q2 2026, an estimated $251K.
  • Mastercard made up 0.04% of Jackson Thornton Wealth Management's portfolio in Q2 2026, its #135 holding.
  • Jackson Thornton Wealth Management first reported a position in Mastercard in Q3 2023 and has held it in 12 quarters since.
  • Jackson Thornton Wealth Management's Mastercard position peaked at $587K in Q3 2025.
  • 3,613 funds tracked by Wall St. Rank held Mastercard as of Q2 2026.

Based on Jackson Thornton Wealth Management's 13F filing for Q2 2026, filed 6 Aug 2026.