Meridian Wealth Management’s Mastercard MA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $8.4M | Sell |
16,808
-432
| -3% | -$228K | 0.29% | 69 |
|
|
2025
Q4 | $9.84M | Buy |
17,240
+1,329
| +8% | +$743K | 0.35% | 59 |
|
|
2025
Q3 | $9.05M | Buy |
15,911
+2,739
| +21% | +$1.57M | 0.35% | 59 |
|
|
2025
Q2 | $7.4M | Buy |
13,172
+665
| +5% | +$368K | 0.32% | 70 |
|
|
2025
Q1 | $6.86M | Buy |
12,507
+71
| +0.6% | +$38.7K | 0.33% | 63 |
|
|
2024
Q4 | $6.55M | Buy |
12,436
+797
| +7% | +$413K | 0.31% | 69 |
|
|
2024
Q3 | $5.75M | Buy |
11,639
+100
| +0.9% | +$46.5K | 0.28% | 75 |
|
|
2024
Q2 | $5.09M | Buy |
+11,539
| New | +$5.26M | 0.61% | 36 |
|
|
2024
Q1 | – | Sell |
-12,373
| Closed | -$5.28M | – | 367 |
|
|
2023
Q4 | $5.28M | Buy |
12,373
+7,288
| +143% | +$2.93M | 0.34% | 67 |
|
|
2023
Q3 | $2.01M | Sell |
5,085
-803
| -14% | -$322K | 0.12% | 152 |
|
|
2023
Q2 | $2.32M | Sell |
5,888
-1,439
| -20% | -$540K | 0.2% | 110 |
|
|
2023
Q1 | $2.66M | Sell |
7,327
-289
| -4% | -$105K | 0.23% | 99 |
|
|
2022
Q4 | $2.65M | Buy |
7,616
+408
| +6% | +$134K | 0.26% | 87 |
|
|
2022
Q3 | $2.05M | Buy |
7,208
+1,276
| +22% | +$423K | 0.22% | 108 |
|
|
2022
Q2 | $1.87M | Buy |
5,932
+12
| +0.2% | +$4.13K | 0.15% | 153 |
|
|
2022
Q1 | $2.12M | Sell |
5,920
-1,578
| -21% | -$567K | 0.23% | 92 |
|
|
2021
Q4 | $2.69M | Buy |
7,498
+87
| +1% | +$30.1K | 0.29% | 80 |
|
|
2021
Q3 | $2.58M | Buy |
7,411
+3,222
| +77% | +$1.17M | 0.32% | 68 |
|
|
2021
Q2 | $1.53M | Buy |
4,189
+743
| +22% | +$276K | 0.19% | 102 |
|
|
2021
Q1 | $1.23M | Buy |
3,446
+20
| +0.6% | +$6.98K | 0.18% | 109 |
|
|
2020
Q4 | $1.22M | Buy |
3,426
+2,831
| +476% | +$942K | 0.19% | 98 |
|
|
2020
Q3 | $201K | Sell |
595
-172
| -22% | -$55.9K | 0.05% | 236 |
|
|
2020
Q2 | $226K | Buy |
+767
| New | +$216K | 0.08% | 195 |
|
|
2020
Q1 | – | Sell |
-1,816
| Closed | -$542K | – | 234 |
|
|
2019
Q4 | $542K | Buy |
1,816
+45
| +3% | +$12.7K | 0.26% | 75 |
|
|
2019
Q3 | $481K | Buy |
1,771
+319
| +22% | +$87.9K | 0.23% | 88 |
|
|
2019
Q2 | $3.84K | Buy |
1,452
+80
| +6% | +$20K | 0.16% | 113 |
|
|
2019
Q1 | $323K | Buy |
+1,372
| New | +$295K | 0.15% | 131 |
|
|
2018
Q4 | – | Sell |
-2,602
| Closed | -$579K | – | 177 |
|
|
2018
Q3 | $579K | Buy |
2,602
+150
| +6% | +$31.3K | 0.25% | 70 |
|
|
2018
Q2 | $482K | Sell |
2,452
-2,811
| -53% | -$528K | 0.23% | 91 |
|
|
2018
Q1 | $922K | Buy |
5,263
+2,173
| +70% | +$371K | 0.46% | 41 |
|
|
2017
Q4 | $438K | Buy |
3,090
+30
| +1% | +$4.46K | 0.27% | 90 |
|
|
2017
Q3 | $432K | Sell |
3,060
-130
| -4% | -$17.2K | 0.27% | 89 |
|
|
2017
Q2 | $387K | Sell |
3,190
-275
| -8% | -$32.6K | 0.25% | 96 |
|
|
2017
Q1 | $390K | Sell |
3,465
-388
| -10% | -$42.5K | 0.23% | 99 |
|
|
2016
Q4 | $399K | Buy |
+3,853
| New | +$399K | 0.32% | 72 |
|
Other funds holding MA
VCM
VPM
Meridian Wealth Management's MA Position: Q1 2026 in Review
Meridian Wealth Management reduced its Mastercard (MA) stake by 2.5% in Q1 2026, selling an estimated $228K and leaving 16,808 shares worth $8.4M. The position accounts for 0.29% of the portfolio, ranked #69.
Meridian Wealth Management first reported a position in MA in Q4 2016 and has held it in 35 quarters since. The position peaked at $9.84M in Q4 2025. 3,600 funds tracked by Wall St. Rank hold MA as of Q1 2026.
- Meridian Wealth Management held 16,808 shares of Mastercard worth $8.4M as of Q1 2026.
- Meridian Wealth Management sold 432 Mastercard shares in Q1 2026, an estimated $228K.
- Mastercard made up 0.29% of Meridian Wealth Management's portfolio in Q1 2026, its #69 holding.
- Meridian Wealth Management first reported a position in Mastercard in Q4 2016 and has held it in 35 quarters since.
- Meridian Wealth Management's Mastercard position peaked at $9.84M in Q4 2025.
- 3,600 funds tracked by Wall St. Rank held Mastercard as of Q1 2026.
Based on Meridian Wealth Management's 13F filing for Q1 2026, filed 6 May 2026.