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Lodestone Wealth Management’s Mastercard MA Stock Holding History

Lodestone Wealth Management’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 		$263K Sell
512
-10
-2% -$4.99K 0.09% 161
2026
Q1 		$261K Buy
522
+2
+0.4% +$1.05K 0.1% 152
2025
Q4 		$297K Sell
520
-218
-30% -$122K 0.12% 142
2025
Q3 		$420K Sell
738
-10
-1% -$5.74K 0.19% 113
2025
Q2 		$420K Sell
748
-60
-7% -$33.2K 0.2% 107
2025
Q1 		$443K Sell
808
-27
-3% -$14.7K 0.24% 100
2024
Q4 		$440K Buy
835
+10
+1% +$5.18K 0.22% 102
2024
Q3 		$407K Sell
825
-333
-29% -$155K 0.2% 101
2024
Q2 		$511K Buy
1,158
+78
+7% +$35.5K 0.27% 90
2024
Q1 		$520K Buy
1,080
+56
+5% +$25.6K 0.27% 88
2023
Q4 		$437K Buy
1,024
+40
+4% +$16.1K 0.25% 92
2023
Q3 		$390K Buy
984
+46
+5% +$18.5K 0.27% 88
2023
Q2 		$369K Buy
938
+4
+0.4% +$1.5K 0.25% 95
2023
Q1 		$339K Buy
934
+96
+11% +$34.9K 0.26% 92
2022
Q4 		$291K Buy
+838
New +$276K 0.23% 99

Other funds holding MA

BlackRock
BlackRock New York $6.73T AUM 46.02% 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
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
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
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Lodestone Wealth Management's MA Position: Q2 2026 in Review

Lodestone Wealth Management reduced its Mastercard (MA) stake by 1.9% in Q2 2026, selling an estimated $4.99K and leaving 512 shares worth $263K. The position accounts for 0.09% of the portfolio, ranked #161.

Lodestone Wealth Management first reported a position in MA in Q4 2022 and has held it in 15 quarters since. The position peaked at $520K in Q1 2024. 3,592 funds tracked by Wall St. Rank hold MA as of Q2 2026.

  • Lodestone Wealth Management held 512 shares of Mastercard worth $263K as of Q2 2026.
  • Lodestone Wealth Management sold 10 Mastercard shares in Q2 2026, an estimated $4.99K.
  • Mastercard made up 0.09% of Lodestone Wealth Management's portfolio in Q2 2026, its #161 holding.
  • Lodestone Wealth Management first reported a position in Mastercard in Q4 2022 and has held it in 15 quarters since.
  • Lodestone Wealth Management's Mastercard position peaked at $520K in Q1 2024.
  • 3,592 funds tracked by Wall St. Rank held Mastercard as of Q2 2026.

Based on Lodestone Wealth Management's 13F filing for Q2 2026, filed 24 Jul 2026.