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Limestone Investment Advisors’s Mastercard MA Stock Holding History

Limestone Investment Advisors’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 		$2.25M Buy
4,500
+1,500
+50% +$790K 0.18% 87
2025
Q4 		$1.71M Sell
3,000
-400
-12% -$224K 0.16% 104
2025
Q3 		$1.93M Sell
3,400
-1,700
-33% -$976K 0.15% 117
2025
Q2 		$2.87M Buy
+5,100
New +$2.82M 0.25% 86

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 $33.7B AUM 8.48% 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

Limestone Investment Advisors's MA Position: Q1 2026 in Review

Limestone Investment Advisors increased its Mastercard (MA) stake by 212% in Q1 2026, buying an estimated $1.32M and bringing the position to 3,684 shares worth $1.84M. The position accounts for 0.15% of the portfolio, ranked #108.

Limestone Investment Advisors first reported a position in MA in Q2 2025 and has held it in 4 quarters since. The position peaked at $2.5M in Q2 2025. 3,599 funds tracked by Wall St. Rank hold MA as of Q1 2026.

  • Limestone Investment Advisors held 3,684 shares of Mastercard worth $1.84M as of Q1 2026.
  • Limestone Investment Advisors bought 2,502 Mastercard shares in Q1 2026, an estimated $1.32M.
  • Mastercard made up 0.15% of Limestone Investment Advisors's portfolio in Q1 2026, its #108 holding.
  • Limestone Investment Advisors first reported a position in Mastercard in Q2 2025 and has held it in 4 quarters since.
  • Limestone Investment Advisors's Mastercard position peaked at $2.5M in Q2 2025.
  • 3,599 funds tracked by Wall St. Rank held Mastercard as of Q1 2026.

Based on Limestone Investment Advisors's 13F filing for Q1 2026, filed 15 May 2026.