Monument Capital Management
MA icon

Monument Capital Management’s Mastercard MA Stock Holding History

Monument Capital 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 		$977K Buy
1,772
+126
+8% +$70.8K 0.2% 111
2026
Q2 		$846K Sell
1,646
-61
-4% -$30.4K 0.17% 121
2026
Q1 		$853K Sell
1,707
-258
-13% -$136K 0.21% 102
2025
Q4 		$1.12M Buy
1,965
+13
+0.7% +$7.27K 0.28% 91
2025
Q3 		$1.11M Sell
1,952
-160
-8% -$91.9K 0.28% 90
2025
Q2 		$1.19M Buy
2,112
+154
+8% +$85.2K 0.31% 88
2025
Q1 		$1.07M Buy
1,958
+17
+0.9% +$9.26K 0.33% 80
2024
Q4 		$1.02M Buy
1,941
+110
+6% +$56.9K 0.28% 78
2024
Q3 		$904K Hold
1,831
– – 0.25% 82
2024
Q2 		$808K Sell
1,831
-86
-4% -$39.2K 0.24% 84
2024
Q1 		$923K Sell
1,917
-118
-6% -$53.9K 0.27% 86
2023
Q4 		$868K Buy
2,035
+31
+2% +$12.5K 0.28% 86
2023
Q3 		$794K Buy
2,004
+146
+8% +$58.6K 0.27% 83
2023
Q2 		$731K Buy
1,858
+106
+6% +$39.8K 0.23% 82
2023
Q1 		$637K Buy
1,752
+153
+10% +$55.6K 0.21% 87
2022
Q4 		$556K Buy
1,599
+358
+29% +$118K 0.19% 93
2022
Q3 		$353K Buy
1,241
+401
+48% +$133K 0.13% 116
2022
Q2 		$265K Buy
+840
New +$289K 0.1% 128
2022
Q1 		– Sell
-754
Closed -$271K – 146
2021
Q4 		$271K Buy
754
+89
+13% +$30.8K 0.08% 130
2021
Q3 		$231K Buy
665
+20
+3% +$7.27K 0.08% 136
2021
Q2 		$236K Hold
645
– – 0.08% 130
2021
Q1 		$230K Buy
+645
New +$225K 0.09% 102
2018
Q4 		– Sell
-12
Closed -$3K – 230
2018
Q3 		$3K Buy
+12
New +$2.5K ﹤0.01% 219

Other funds holding MA

BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
Mastercard Foundation Asset Management (MFAM)
Mastercard Foundation Asset Management (MFAM) Toronto, Ontario, Canada $32.7B AUM 3.08% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $483B AUM 27.72% 1-Year Est. Return

Monument Capital Management's MA Position: Q3 2026 in Review

Monument Capital Management increased its Mastercard (MA) stake by 7.7% in Q3 2026, buying an estimated $70.8K and bringing the position to 1,772 shares worth $977K. The position accounts for 0.2% of the portfolio, ranked #111.

Monument Capital Management first reported a position in MA in Q3 2018 and has held it in 23 quarters since. The position peaked at $1.19M in Q2 2025. 3,228 funds tracked by Wall St. Rank hold MA as of Q3 2026.

  • Monument Capital Management held 1,772 shares of Mastercard worth $977K as of Q3 2026.
  • Monument Capital Management bought 126 Mastercard shares in Q3 2026, an estimated $70.8K.
  • Mastercard made up 0.2% of Monument Capital Management's portfolio in Q3 2026, its #111 holding.
  • Monument Capital Management first reported a position in Mastercard in Q3 2018 and has held it in 23 quarters since.
  • Monument Capital Management's Mastercard position peaked at $1.19M in Q2 2025.
  • 3,228 funds tracked by Wall St. Rank held Mastercard as of Q3 2026.

Based on Monument Capital Management's 13F filing for Q3 2026, filed 9 Oct 2026.