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Stephen Yacktman’s Masco MAS Stock Holding History

Stephen Yacktman’s Portfolio MAS Stock Details MAS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$23.3M Buy
286,085
+41,367
+17% +$2.89M 0.29% 44
2026
Q1 		$14.8M Buy
244,718
+10,871
+5% +$735K 0.2% 48
2025
Q4 		$14.8M Sell
233,847
-19,148
-8% -$1.24M 0.21% 47
2025
Q3 		$17.8M Sell
252,995
-5,211
-2% -$367K 0.25% 43
2025
Q2 		$16.6M Sell
258,206
-8,480
-3% -$534K 0.22% 44
2025
Q1 		$18.5M Sell
266,686
-30,228
-10% -$2.26M 0.24% 42
2024
Q4 		$21.5M Sell
296,914
-13,541
-4% -$1.08M 0.25% 46
2024
Q3 		$26.1M Sell
310,455
-147,893
-32% -$11.2M 0.27% 47
2024
Q2 		$30.6M Sell
458,348
-5,124
-1% -$361K 0.29% 46
2024
Q1 		$36.6M Sell
463,472
-11,711
-2% -$844K 0.33% 47
2023
Q4 		$31.8M Buy
475,183
+109,564
+30% +$6.36M 0.3% 49
2023
Q3 		$19.5M Buy
+365,619
New +$21.1M 0.19% 50

Other funds holding MAS

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $164B AUM 112.45% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Stephen Yacktman's MAS Position: Q2 2026 in Review

Stephen Yacktman increased its Masco (MAS) stake by 17% in Q2 2026, buying an estimated $2.89M and bringing the position to 286,085 shares worth $23.3M. The position accounts for 0.29% of the portfolio, ranked #44.

Stephen Yacktman first reported a position in MAS in Q3 2023 and has held it in 12 quarters since. The position peaked at $36.6M in Q1 2024. 915 funds tracked by Wall St. Rank hold MAS as of Q2 2026.

  • Stephen Yacktman held 286,085 shares of Masco worth $23.3M as of Q2 2026.
  • Stephen Yacktman bought 41,367 Masco shares in Q2 2026, an estimated $2.89M.
  • Masco made up 0.29% of Stephen Yacktman's portfolio in Q2 2026, its #44 holding.
  • Stephen Yacktman first reported a position in Masco in Q3 2023 and has held it in 12 quarters since.
  • Stephen Yacktman's Masco position peaked at $36.6M in Q1 2024.
  • 915 funds tracked by Wall St. Rank held Masco as of Q2 2026.

Based on Yacktman Asset Management's 13F filing for Q2 2026, filed 11 Aug 2026.