Sumitomo Mitsui Trust Group
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Sumitomo Mitsui Trust Group’s Mastercard MA Stock Holding History

Sumitomo Mitsui Trust Group’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 		$1.05B Sell
2,099,454
-59,560
-3% -$31.4M 0.68% 21
2025
Q4 		$1.23B Sell
2,159,014
-74,375
-3% -$41.6M 0.72% 16
2025
Q3 		$1.27B Buy
2,233,389
+76,106
+4% +$43.7M 0.73% 18
2025
Q2 		$1.21B Buy
2,157,283
+219,016
+11% +$121M 0.76% 16
2025
Q1 		$1.06B Sell
1,938,267
-9,234
-0.5% -$5.03M 0.75% 17
2024
Q4 		$1.03B Sell
1,947,501
-12,795
-0.7% -$6.62M 0.69% 18
2024
Q3 		$968M Buy
1,960,296
+25,214
+1% +$11.7M 0.67% 19
2024
Q2 		$854M Sell
1,935,082
-168,289
-8% -$76.7M 0.63% 20
2024
Q1 		$1.01B Sell
2,103,371
-9,823
-0.5% -$4.49M 0.7% 18
2023
Q4 		$901M Sell
2,113,194
-33,923
-2% -$13.6M 0.67% 19
2023
Q3 		$850M Sell
2,147,117
-44,472
-2% -$17.9M 0.7% 18
2023
Q2 		$862M Sell
2,191,589
-336,031
-13% -$126M 0.67% 19
2023
Q1 		$919M Sell
2,527,620
-27,056
-1% -$9.83M 0.68% 19
2022
Q4 		$888M Sell
2,554,676
-48,280
-2% -$15.9M 0.7% 21
2022
Q3 		$740M Sell
2,602,956
-16,062
-0.6% -$5.32M 0.61% 22
2022
Q2 		$826M Buy
2,619,018
+91,997
+4% +$31.7M 0.64% 21
2022
Q1 		$903M Sell
2,527,021
-35,185
-1% -$12.6M 0.6% 23
2021
Q4 		$921M Sell
2,562,206
-116,875
-4% -$40.4M 0.56% 24
2021
Q3 		$931M Sell
2,679,081
-147,403
-5% -$53.6M 0.58% 25
2021
Q2 		$1.03B Sell
2,826,484
-180,544
-6% -$67.1M 0.61% 24
2021
Q1 		$1.07B Sell
3,007,028
-80,842
-3% -$28.2M 0.67% 21
2020
Q4 		$1.1B Sell
3,087,870
-426,789
-12% -$142M 0.71% 19
2020
Q3 		$1.19B Sell
3,514,659
-244,181
-6% -$79.4M 0.8% 17
2020
Q2 		$1.11B Sell
3,758,840
-417,244
-10% -$118M 0.78% 17
2020
Q1 		$1.01B Buy
4,176,084
+533,559
+15% +$159M 0.87% 15
2019
Q4 		$1.09B Buy
3,642,525
+9,572
+0.3% +$2.7M 0.85% 19
2019
Q3 		$987M Buy
3,632,953
+79,288
+2% +$21.8M 0.86% 18
2019
Q2 		$940M Sell
3,553,665
-61,816
-2% -$15.5M 0.84% 22
2019
Q1 		$851M Sell
3,615,481
-7,604
-0.2% -$1.64M 0.79% 26
2018
Q4 		$674M Buy
3,623,085
+560,619
+18% +$111M 0.73% 28
2018
Q3 		$682M Buy
3,062,466
+10,292
+0.3% +$2.15M 0.73% 25
2018
Q2 		$600M Buy
3,052,174
+213,536
+8% +$40.1M 0.7% 26
2018
Q1 		$497M Buy
2,838,638
+17,865
+0.6% +$3.05M 0.64% 29
2017
Q4 		$427M Buy
2,820,773
+101,289
+4% +$15.1M 0.55% 41
2017
Q3 		$384M Sell
2,719,484
-31,770
-1% -$4.2M 0.54% 40
2017
Q2 		$334M Buy
2,751,254
+32,136
+1% +$3.81M 0.49% 40
2017
Q1 		$306M Sell
2,719,118
-96
-0% -$10.5K 0.47% 41
2016
Q4 		$281M Sell
2,719,214
-49,821
-2% -$5.16M 0.46% 42
2016
Q3 		$282M Sell
2,769,035
-11,432
-0.4% -$1.1M 0.46% 44
2016
Q2 		$245M Sell
2,780,467
-13,410
-0.5% -$1.28M 0.42% 47
2016
Q1 		$264M Buy
2,793,877
+55,599
+2% +$4.92M 0.46% 44
2015
Q4 		$271M Sell
2,738,278
-19,839
-0.7% -$1.94M 0.48% 43
2015
Q3 		$249M Buy
2,758,117
+102,755
+4% +$9.65M 0.48% 41
2015
Q2 		$248M Buy
2,655,362
+11,854
+0.4% +$1.09M 0.45% 46
2015
Q1 		$228M Buy
2,643,508
+241,763
+10% +$21M 0.41% 50
2014
Q4 		$208M Sell
2,401,745
-61,959
-3% -$5.06M 0.4% 53
2014
Q3 		$182M Sell
2,463,704
-51,000
-2% -$3.88M 0.37% 60
2014
Q2 		$185M Sell
2,514,704
-158,857
-6% -$11.8M 0.38% 56
2014
Q1 		$200M Sell
2,673,561
-64,769
-2% -$5.06M 0.42% 51
2013
Q4 		$22.8M Sell
2,738,330
-147,570
-5% -$11M 0.05% 443
2013
Q3 		$194M Sell
2,885,900
-16,480
-0.6% -$1.03M 0.42% 51
2013
Q2 		$167M Buy
+2,902,380
New +$161M 0.38% 58

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

Sumitomo Mitsui Trust Group's MA Position: Q1 2026 in Review

Sumitomo Mitsui Trust Group reduced its Mastercard (MA) stake by 2.8% in Q1 2026, selling an estimated $31.4M and leaving 2,099,454 shares worth $1.05B. The position accounts for 0.68% of the portfolio, ranked #21.

Sumitomo Mitsui Trust Group first reported a position in MA in Q2 2013 and has held it in 52 quarters since. The position peaked at $1.27B in Q3 2025. 3,599 funds tracked by Wall St. Rank hold MA as of Q1 2026.

  • Sumitomo Mitsui Trust Group held 2,099,454 shares of Mastercard worth $1.05B as of Q1 2026.
  • Sumitomo Mitsui Trust Group sold 59,560 Mastercard shares in Q1 2026, an estimated $31.4M.
  • Mastercard made up 0.68% of Sumitomo Mitsui Trust Group's portfolio in Q1 2026, its #21 holding.
  • Sumitomo Mitsui Trust Group first reported a position in Mastercard in Q2 2013 and has held it in 52 quarters since.
  • Sumitomo Mitsui Trust Group's Mastercard position peaked at $1.27B in Q3 2025.
  • 3,599 funds tracked by Wall St. Rank held Mastercard as of Q1 2026.

Based on Sumitomo Mitsui Trust Group's 13F filing for Q1 2026, filed 30 Apr 2026.