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Lakeshore Capital Group’s Mastercard MA Stock Holding History

Lakeshore Capital Group’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 		$593K Buy
1,187
+17
+1% +$8.95K 0.48% 57
2025
Q4 		$668K Sell
1,170
-25
-2% -$14K 0.53% 53
2025
Q3 		$680K Buy
1,195
+17
+1% +$9.76K 0.55% 54
2025
Q2 		$662K Sell
1,178
-63
-5% -$34.8K 0.59% 55
2025
Q1 		$680K Buy
1,241
+13
+1% +$7.08K 0.66% 45
2024
Q4 		$647K Buy
+1,228
New +$636K 0.98% 38

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

Lakeshore Capital Group's MA Position: Q1 2026 in Review

Lakeshore Capital Group increased its Mastercard (MA) stake by 1.5% in Q1 2026, buying an estimated $8.95K and bringing the position to 1,187 shares worth $593K. The position accounts for 0.48% of the portfolio, ranked #57.

Lakeshore Capital Group first reported a position in MA in Q4 2024 and has held it in 6 quarters since. The position peaked at $680K in Q1 2025. 3,603 funds tracked by Wall St. Rank hold MA as of Q1 2026.

  • Lakeshore Capital Group held 1,187 shares of Mastercard worth $593K as of Q1 2026.
  • Lakeshore Capital Group bought 17 Mastercard shares in Q1 2026, an estimated $8.95K.
  • Mastercard made up 0.48% of Lakeshore Capital Group's portfolio in Q1 2026, its #57 holding.
  • Lakeshore Capital Group first reported a position in Mastercard in Q4 2024 and has held it in 6 quarters since.
  • Lakeshore Capital Group's Mastercard position peaked at $680K in Q1 2025.
  • 3,603 funds tracked by Wall St. Rank held Mastercard as of Q1 2026.

Based on Lakeshore Capital Group's 13F filing for Q1 2026, filed 22 Apr 2026.