LFG
MA icon

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

JSC
J. Stern & Co London, United Kingdom $1.03B AUM 20.71% 1-Year Est. Return
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 $33.7B AUM 8.48% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return