Tower View 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 | $388K | Buy |
777
+53
| +7% | +$27.9K | 0.2% | 55 |
|
|
2025
Q4 | $413K | Buy |
724
+20
| +3% | +$11.2K | 0.2% | 51 |
|
|
2025
Q3 | $400K | Buy |
704
+9
| +1% | +$5.17K | 0.21% | 44 |
|
|
2025
Q2 | $390K | Buy |
695
+6
| +0.9% | +$3.32K | 0.2% | 48 |
|
|
2025
Q1 | $378K | Sell |
689
-9
| -1% | -$4.9K | 0.22% | 47 |
|
|
2024
Q4 | $367K | Buy |
698
+26
| +4% | +$13.5K | 0.19% | 53 |
|
|
2024
Q3 | $332K | Buy |
672
+38
| +6% | +$17.7K | 0.18% | 52 |
|
|
2024
Q2 | $280K | Buy |
634
+23
| +4% | +$10.5K | 0.16% | 51 |
|
|
2024
Q1 | $294K | Buy |
611
+3
| +0.5% | +$1.37K | 0.17% | 55 |
|
|
2023
Q4 | $259K | Buy |
608
+6
| +1% | +$2.41K | 0.16% | 53 |
|
|
2023
Q3 | $238K | Buy |
602
+33
| +6% | +$13.2K | 0.17% | 53 |
|
|
2023
Q2 | $224K | Sell |
569
-148
| -21% | -$55.5K | 0.15% | 55 |
|
|
2023
Q1 | $260K | Buy |
717
+23
| +3% | +$8.35K | 0.17% | 56 |
|
|
2022
Q4 | $241K | Sell |
694
-1
| -0.1% | -$329 | 0.17% | 58 |
|
|
2022
Q3 | $198K | Buy |
695
+43
| +7% | +$14.3K | 0.15% | 61 |
|
|
2022
Q2 | $206K | Sell |
652
-101
| -13% | -$34.8K | 0.15% | 61 |
|
|
2022
Q1 | $269K | Buy |
753
+166
| +28% | +$59.7K | 0.14% | 72 |
|
|
2021
Q4 | $211K | Buy |
587
+263
| +81% | +$91K | 0.11% | 75 |
|
|
2021
Q3 | $113K | Buy |
324
+182
| +128% | +$66.2K | 0.06% | 84 |
|
|
2021
Q2 | $52K | Buy |
142
+57
| +67% | +$21.2K | 0.03% | 98 |
|
|
2021
Q1 | $30K | Buy |
85
+60
| +240% | +$20.9K | 0.02% | 109 |
|
|
2020
Q4 | $9K | Hold |
25
| – | – | 0.01% | 136 |
|
|
2020
Q3 | $9K | Hold |
25
| – | – | 0.01% | 113 |
|
|
2020
Q2 | $7K | Hold |
25
| – | – | 0.01% | 115 |
|
|
2020
Q1 | $6K | Buy |
25
+7
| +39% | +$2.08K | 0.01% | 101 |
|
|
2019
Q4 | $5K | Hold |
18
| – | – | ﹤0.01% | 125 |
|
|
2019
Q3 | $5K | Hold |
18
| – | – | ﹤0.01% | 121 |
|
|
2019
Q2 | $5K | Hold |
18
| – | – | ﹤0.01% | 119 |
|
|
2019
Q1 | $4K | Hold |
18
| – | – | ﹤0.01% | 124 |
|
|
2018
Q4 | $3K | Sell |
18
-51
| -74% | -$10.1K | ﹤0.01% | 126 |
|
|
2018
Q3 | $15K | Hold |
69
| – | – | 0.01% | 121 |
|
|
2018
Q2 | $14K | Buy |
69
+39
| +130% | +$7.33K | 0.01% | 113 |
|
|
2018
Q1 | $5K | Hold |
30
| – | – | 0.01% | 124 |
|
|
2017
Q4 | $5K | Buy |
+30
| New | +$4.46K | ﹤0.01% | 130 |
|
Other funds holding MA
VCM
VPM
Tower View Wealth Management's MA Position: Q1 2026 in Review
Tower View Wealth Management increased its Mastercard (MA) stake by 7.3% in Q1 2026, buying an estimated $27.9K and bringing the position to 777 shares worth $388K. The position accounts for 0.2% of the portfolio, ranked #55.
Tower View Wealth Management first reported a position in MA in Q4 2017 and has held it in 34 quarters since. The position peaked at $413K in Q4 2025. 3,599 funds tracked by Wall St. Rank hold MA as of Q1 2026.
- Tower View Wealth Management held 777 shares of Mastercard worth $388K as of Q1 2026.
- Tower View Wealth Management bought 53 Mastercard shares in Q1 2026, an estimated $27.9K.
- Mastercard made up 0.2% of Tower View Wealth Management's portfolio in Q1 2026, its #55 holding.
- Tower View Wealth Management first reported a position in Mastercard in Q4 2017 and has held it in 34 quarters since.
- Tower View Wealth Management's Mastercard position peaked at $413K in Q4 2025.
- 3,599 funds tracked by Wall St. Rank held Mastercard as of Q1 2026.
Based on Tower View Wealth Management's 13F filing for Q1 2026, filed 20 Apr 2026.