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LM Advisors’s Mastercard MA Stock Holding History

LM 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 		$3.69K Sell
1,841
-252
-12% -$133K 0.06% 148
2025
Q4 		$3.67K Sell
2,093
-1,728
-45% -$966K 0.07% 147
2025
Q3 		$2.17M Sell
3,821
-122
-3% -$70.1K 0.31% 57
2025
Q2 		$2.22M Sell
3,943
-657
-14% -$363K 0.29% 53
2025
Q1 		$2.52M Buy
4,600
+1,547
+51% +$842K 0.45% 41
2024
Q4 		$1.61M Sell
3,053
-1,797
-37% -$930K 0.29% 64
2024
Q3 		$2.4M Buy
4,850
+721
+17% +$335K 0.49% 43
2024
Q2 		$1.82M Buy
4,129
+950
+30% +$433K ﹤0.01% 73
2024
Q1 		$1.53M Buy
3,179
+1,496
+89% +$684K 0.24% 74
2023
Q4 		$718K Buy
+1,683
New +$676K 0.14% 94

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