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Lockerman Financial Group’s Mastercard MA Stock Holding History

Lockerman Financial 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
2025
Q4 		– Sell
-873
Closed -$497K – 108
2025
Q3 		$497K Buy
873
+1
+0.1% +$574 0.63% 40
2025
Q2 		$490K Sell
872
-22
-2% -$12.2K 0.66% 41
2025
Q1 		$490K Buy
894
+17
+2% +$9.26K 0.74% 35
2024
Q4 		$462K Sell
877
-1
-0.1% -$518 0.79% 36
2024
Q3 		$434K Buy
878
+41
+5% +$19.1K 0.73% 40
2024
Q2 		$369K Sell
837
-2
-0.2% -$911 0.67% 47
2024
Q1 		$404K Sell
839
-4
-0.5% -$1.83K 0.77% 41
2023
Q4 		$360K Buy
843
+12
+1% +$4.82K 0.83% 38
2023
Q3 		$329K Buy
831
+24
+3% +$9.63K 0.89% 38
2023
Q2 		$317K Sell
807
-8
-1% -$3K 0.88% 36
2023
Q1 		$296K Hold
815
– – 0.82% 40
2022
Q4 		$283K Buy
+815
New +$268K 0.83% 43

Other funds holding MA

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Lockerman Financial Group's MA Position: Q4 2025 in Review

Lockerman Financial Group sold out of Mastercard (MA) in Q4 2025, closing a stake of 873 shares — an estimated $497K sold.

Lockerman Financial Group first reported a position in MA in Q4 2022 and held it in 12 quarters. The position peaked at $497K in Q3 2025. 3,737 funds tracked by Wall St. Rank hold MA as of Q4 2025.

  • Lockerman Financial Group reported no remaining Mastercard position as of Q4 2025 after selling out during the quarter.
  • Lockerman Financial Group sold 873 Mastercard shares in Q4 2025, an estimated $497K.
  • Lockerman Financial Group first reported a position in Mastercard in Q4 2022 and held it in 12 quarters.
  • Lockerman Financial Group's Mastercard position peaked at $497K in Q3 2025.
  • 3,737 funds tracked by Wall St. Rank held Mastercard as of Q4 2025.

Based on Lockerman Financial Group's 13F filing for Q4 2025, filed 21 Jan 2026.