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Lutz Financial Services’s Mastercard MA Stock Holding History

Lutz Financial Services’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 		– Sell
-354
Closed -$202K – 101
2025
Q4 		$202K Sell
354
-43
-11% -$24K 0.01% 102
2025
Q3 		$226K Sell
397
-7
-2% -$4.02K 0.02% 94
2025
Q2 		$227K Buy
404
+7
+2% +$3.87K 0.02% 94
2025
Q1 		$218K Sell
397
-7
-2% -$3.81K 0.02% 91
2024
Q4 		$213K Buy
+404
New +$209K 0.02% 91

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

Lutz Financial Services's MA Position: Q1 2026 in Review

Lutz Financial Services sold out of Mastercard (MA) in Q1 2026, closing a stake of 354 shares — an estimated $202K sold.

Lutz Financial Services first reported a position in MA in Q4 2024 and held it in 5 quarters. The position peaked at $227K in Q2 2025. 3,600 funds tracked by Wall St. Rank hold MA as of Q1 2026.

  • Lutz Financial Services reported no remaining Mastercard position as of Q1 2026 after selling out during the quarter.
  • Lutz Financial Services sold 354 Mastercard shares in Q1 2026, an estimated $202K.
  • Lutz Financial Services first reported a position in Mastercard in Q4 2024 and held it in 5 quarters.
  • Lutz Financial Services's Mastercard position peaked at $227K in Q2 2025.
  • 3,600 funds tracked by Wall St. Rank held Mastercard as of Q1 2026.

Based on Lutz Financial Services's 13F filing for Q1 2026, filed 4 May 2026.