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Means Investment Company’s Mastercard MA Stock Holding History

Means Investment Company’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 		$2.13M Buy
4,269
+174
+4% +$91.6K 0.19% 53
2025
Q4 		$2.34M Buy
4,095
+67
+2% +$37.5K 0.2% 53
2025
Q3 		$2.29M Buy
4,028
+416
+12% +$239K 0.2% 57
2025
Q2 		$2.03M Buy
3,612
+156
+5% +$86.3K 0.19% 58
2025
Q1 		$1.89M Buy
3,456
+1,622
+88% +$883K 0.2% 59
2024
Q4 		$966K Buy
1,834
+187
+11% +$96.8K 0.1% 97
2024
Q3 		$813K Buy
1,647
+28
+2% +$13K 0.09% 101
2024
Q2 		$714K Sell
1,619
-49
-3% -$22.3K 0.09% 103
2024
Q1 		$803K Buy
1,668
+52
+3% +$23.8K 0.1% 99
2023
Q4 		$689K Sell
1,616
-13
-0.8% -$5.22K 0.1% 111
2023
Q3 		$645K Buy
1,629
+17
+1% +$6.82K 0.11% 110
2023
Q2 		$634K Buy
1,612
+48
+3% +$18K 0.1% 111
2023
Q1 		$568K Buy
1,564
+2
+0.1% +$726 0.1% 111
2022
Q4 		$543K Sell
1,562
-13
-0.8% -$4.28K 0.11% 112
2022
Q3 		$448K Buy
1,575
+38
+2% +$12.6K 0.1% 118
2022
Q2 		$485K Sell
1,537
-2
-0.1% -$689 0.1% 114
2022
Q1 		$550K Buy
1,539
+14
+0.9% +$5.03K 0.1% 112
2021
Q4 		$548K Sell
1,525
-1
-0.1% -$346 0.1% 109
2021
Q3 		$531K Buy
1,526
+20
+1% +$7.27K 0.1% 105
2021
Q2 		$550K Sell
1,506
-3
-0.2% -$1.11K 0.11% 107
2021
Q1 		$537K Sell
1,509
-39
-3% -$13.6K 0.12% 102
2020
Q4 		$531K Buy
1,548
+4
+0.3% +$1.33K 0.12% 99
2020
Q3 		$484K Buy
1,544
+89
+6% +$28.9K 0.13% 92
2020
Q2 		$478K Buy
1,455
+41
+3% +$11.6K 0.15% 87
2020
Q1 		$363K Sell
1,414
-173
-11% -$51.4K 0.14% 86
2019
Q4 		$514K Sell
1,587
-27
-2% -$7.61K 0.17% 78
2019
Q3 		$446K Sell
1,614
-28
-2% -$7.72K 0.17% 89
2019
Q2 		$449K Sell
1,642
-58
-3% -$14.5K 0.18% 84
2019
Q1 		$400K Buy
1,700
+87
+5% +$18.7K 0.18% 95
2018
Q4 		$304K Buy
+1,613
New +$320K 0.17% 103

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

Means Investment Company's MA Position: Q1 2026 in Review

Means Investment Company increased its Mastercard (MA) stake by 4.2% in Q1 2026, buying an estimated $91.6K and bringing the position to 4,269 shares worth $2.13M. The position accounts for 0.19% of the portfolio, ranked #53.

Means Investment Company first reported a position in MA in Q4 2018 and has held it in 30 quarters since. The position peaked at $2.34M in Q4 2025. 3,600 funds tracked by Wall St. Rank hold MA as of Q1 2026.

  • Means Investment Company held 4,269 shares of Mastercard worth $2.13M as of Q1 2026.
  • Means Investment Company bought 174 Mastercard shares in Q1 2026, an estimated $91.6K.
  • Mastercard made up 0.19% of Means Investment Company's portfolio in Q1 2026, its #53 holding.
  • Means Investment Company first reported a position in Mastercard in Q4 2018 and has held it in 30 quarters since.
  • Means Investment Company's Mastercard position peaked at $2.34M in Q4 2025.
  • 3,600 funds tracked by Wall St. Rank held Mastercard as of Q1 2026.

Based on Means Investment Company's 13F filing for Q1 2026, filed 24 Apr 2026.