Landmark Wealth Management (New York)’s Mastercard MA Stock Holding History

Landmark Wealth Management (New York)’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	$265K	Hold	515	–	–	0.06%	133
2026 Q1	$257K	Buy	515 +14	+3%	+$7.37K	0.07%	132
2025 Q4	$286K	Hold	501	–	–	0.11%	77
2025 Q3	$285K	Hold	501	–	–	0.11%	76
2025 Q2	$282K	Hold	501	–	–	0.12%	76
2025 Q1	$275K	Hold	501	–	–	0.12%	69
2024 Q4	$264K	Hold	501	–	–	0.12%	68
2024 Q3	$247K	Hold	501	–	–	0.11%	72
2024 Q2	$221K	Hold	501	–	–	0.17%	47
2024 Q1	$241K	Hold	501	–	–	0.11%	71
2023 Q4	$214K	Buy	+501	New	+$201K	0.11%	73
2022 Q2	–	Sell	-497	Closed	-$497	–	122
2022 Q1	$497	Buy	+497	New	+$179K	﹤0.01%	124

Other funds holding MA

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Mastercard Foundation Asset Management (MFAM) Toronto, Ontario, Canada $32.1B AUM 8.22% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Landmark Wealth Management (New York)'s MA Position: Q2 2026 in Review

Landmark Wealth Management (New York) held its Mastercard (MA) position steady in Q2 2026 at 515 shares worth $265K. The position accounts for 0.06% of the portfolio, ranked #133.

Landmark Wealth Management (New York) first reported a position in MA in Q1 2022 and has held it in 12 quarters since. The position peaked at $286K in Q4 2025. 3,592 funds tracked by Wall St. Rank hold MA as of Q2 2026.

Landmark Wealth Management (New York) held 515 shares of Mastercard worth $265K as of Q2 2026.
Landmark Wealth Management (New York) left its Mastercard share count unchanged in Q2 2026.
Mastercard made up 0.06% of Landmark Wealth Management (New York)'s portfolio in Q2 2026, its #133 holding.
Landmark Wealth Management (New York) first reported a position in Mastercard in Q1 2022 and has held it in 12 quarters since.
Landmark Wealth Management (New York)'s Mastercard position peaked at $286K in Q4 2025.
3,592 funds tracked by Wall St. Rank held Mastercard as of Q2 2026.

Based on Landmark Wealth Management (New York)'s 13F filing for Q2 2026, filed 10 Aug 2026.