Lyell Wealth Management
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Lyell Wealth Management’s Mastercard MA Stock Holding History

Lyell 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
Q3 		$10.9M Buy
19,700
+71
+0.4% +$39.9K 0.64% 47
2026
Q2 		$10.1M Buy
19,629
+115
+0.6% +$57.3K 0.62% 50
2026
Q1 		$9.8M Sell
19,514
-330
-2% -$174K 0.72% 49
2025
Q4 		$11.3M Buy
19,844
+536
+3% +$300K 0.82% 45
2025
Q3 		$11M Buy
19,308
+442
+2% +$254K 0.82% 44
2025
Q2 		$10.6M Buy
18,866
+1,926
+11% +$1.07M 0.84% 40
2025
Q1 		$9.29M Buy
16,940
+1,362
+9% +$741K 0.87% 40
2024
Q4 		$8.2M Buy
15,578
+515
+3% +$267K 0.74% 50
2024
Q3 		$7.44M Buy
15,063
+1,314
+10% +$611K 0.68% 53
2024
Q2 		$6.07M Buy
13,749
+2,235
+19% +$1.02M 0.58% 57
2024
Q1 		$5.54M Buy
11,514
+150
+1% +$68.6K 0.56% 64
2023
Q4 		$4.85M Buy
11,364
+1,832
+19% +$736K 0.55% 64
2023
Q3 		$3.77M Buy
9,532
+554
+6% +$222K 0.51% 65
2023
Q2 		$3.53M Buy
8,978
+520
+6% +$195K 0.45% 69
2023
Q1 		$3.07M Buy
8,458
+1,240
+17% +$450K 0.43% 76
2022
Q4 		$2.51M Buy
7,218
+290
+4% +$95.5K 0.4% 78
2022
Q3 		$1.97M Buy
6,928
+97
+1% +$32.2K 0.34% 84
2022
Q2 		$2.16M Sell
6,831
-2,640
-28% -$909K 0.35% 82
2022
Q1 		$3.38M Sell
9,471
-1,168
-11% -$420K 0.44% 73
2021
Q4 		$3.82M Sell
10,639
-4,149
-28% -$1.43M 0.44% 69
2021
Q3 		$5.14M Sell
14,788
-1,549
-9% -$563K 0.63% 56
2021
Q2 		$5.96M Buy
16,337
+1,091
+7% +$406K 0.74% 50
2021
Q1 		$5.43M Buy
15,246
+2,895
+23% +$1.01M 0.79% 51
2020
Q4 		$4.41M Buy
12,351
+1,262
+11% +$420K 0.7% 55
2020
Q3 		$3.75M Buy
+11,089
New +$3.61M 0.7% 57

Other funds holding MA

Mastercard Foundation Asset Management (MFAM)
Mastercard Foundation Asset Management (MFAM) Toronto, Ontario, Canada $32.7B AUM 3.08% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Temasek Holdings
Temasek Holdings Singapore $36.7B AUM 6.83% 1-Year Est. Return
Sanders Capital
Sanders Capital West Palm Beach, Florida $103B AUM 36.66% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $118B AUM 40.52% 1-Year Est. Return
PineStone Asset Management
PineStone Asset Management Montreal, Quebec, Canada $15.4B AUM 14.92% 1-Year Est. Return

Lyell Wealth Management's MA Position: Q3 2026 in Review

Lyell Wealth Management increased its Mastercard (MA) stake by 0.36% in Q3 2026, buying an estimated $39.9K and bringing the position to 19,700 shares worth $10.9M. The position accounts for 0.64% of the portfolio, ranked #47.

Lyell Wealth Management first reported a position in MA in Q3 2020 and has held it in 25 quarters since. The position peaked at $11.3M in Q4 2025. 2,047 funds tracked by Wall St. Rank hold MA as of Q3 2026.

  • Lyell Wealth Management held 19,700 shares of Mastercard worth $10.9M as of Q3 2026.
  • Lyell Wealth Management bought 71 Mastercard shares in Q3 2026, an estimated $39.9K.
  • Mastercard made up 0.64% of Lyell Wealth Management's portfolio in Q3 2026, its #47 holding.
  • Lyell Wealth Management first reported a position in Mastercard in Q3 2020 and has held it in 25 quarters since.
  • Lyell Wealth Management's Mastercard position peaked at $11.3M in Q4 2025.
  • 2,047 funds tracked by Wall St. Rank held Mastercard as of Q3 2026.

Based on Lyell Wealth Management's 13F filing for Q3 2026, filed 30 Oct 2026.