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Westmount Partners’s Mastercard MA Stock Holding History

Westmount Partners’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
Q2 		$690K Sell
1,343
-9
-0.7% -$4.49K 0.15% 116
2026
Q1 		$676K Sell
1,352
-11
-0.8% -$5.79K 0.17% 113
2025
Q4 		$778K Sell
1,363
-1
-0.1% -$559 0.19% 96
2025
Q3 		$782K Sell
1,364
-15
-1% -$8.61K 0.2% 93
2025
Q2 		$775K Buy
1,379
+268
+24% +$148K 0.21% 89
2025
Q1 		$609K Sell
1,111
-16
-1% -$8.71K 0.19% 110
2024
Q4 		$593K Buy
1,127
+75
+7% +$38.8K 0.18% 103
2024
Q3 		$520K Hold
1,052
– – 0.16% 115
2024
Q2 		$460K Buy
1,052
+42
+4% +$19.1K 0.15% 117
2024
Q1 		$486K Sell
1,010
-23
-2% -$10.5K 0.18% 114
2023
Q4 		$441K Sell
1,033
-196
-16% -$78.7K 0.18% 119
2023
Q3 		$487K Hold
1,229
– – 0.21% 106
2023
Q2 		$483K Buy
1,229
+94
+8% +$35.3K 0.21% 104
2023
Q1 		$412K Sell
1,135
-17
-1% -$6.17K 0.19% 112
2022
Q4 		$401K Buy
+1,152
New +$379K 0.21% 109

Other funds holding MA

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Mastercard Foundation Asset Management (MFAM)
Mastercard Foundation Asset Management (MFAM) Toronto, Ontario, Canada $32.1B AUM 8.22% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Westmount Partners's MA Position: Q2 2026 in Review

Westmount Partners reduced its Mastercard (MA) stake by 0.67% in Q2 2026, selling an estimated $4.49K and leaving 1,343 shares worth $690K. The position accounts for 0.15% of the portfolio, ranked #116.

Westmount Partners first reported a position in MA in Q4 2022 and has held it in 15 quarters since. The position peaked at $782K in Q3 2025. 3,613 funds tracked by Wall St. Rank hold MA as of Q2 2026.

  • Westmount Partners held 1,343 shares of Mastercard worth $690K as of Q2 2026.
  • Westmount Partners sold 9 Mastercard shares in Q2 2026, an estimated $4.49K.
  • Mastercard made up 0.15% of Westmount Partners's portfolio in Q2 2026, its #116 holding.
  • Westmount Partners first reported a position in Mastercard in Q4 2022 and has held it in 15 quarters since.
  • Westmount Partners's Mastercard position peaked at $782K in Q3 2025.
  • 3,613 funds tracked by Wall St. Rank held Mastercard as of Q2 2026.

Based on Westmount Partners's 13F filing for Q2 2026, filed 7 Jul 2026.