MA MASTERCARD INC

Ownership history in HALL LAURIE J TRUSTEE  ·  44 quarters on record

AI Ownership Summary

HALL LAURIE J TRUSTEE reported MASTERCARD INC (MA) in 44 quarterly 13F filings from 2023 Q4 through 2026 Q1. Peak portfolio weight reached 2.86% in 2025 Q1. The latest visible filing shows MA at 2.53% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this MA ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was HALL LAURIE J TRUSTEE's position in MASTERCARD INC, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q1

MA was reported at 2.53% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
2.86% in 2025 Q1

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2023 Q4 to 2026 Q1

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How HALL LAURIE J TRUSTEE held MA — position size vs. price
% of Fund (quarterly)    MA price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 10 quarters  
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 ADDED 14,340 +50 +0.3% 2.53% $7.2M 2026-04-06 $500.64
2025 Q4 ADDED 14,290 +147 +1.0% 2.71% $8.2M 2026-01-20 $530.83
2025 Q3 REDUCED 14,143 -260 -1.8% 2.63% $8.0M 2025-10-14 $566.10
2025 Q2 REDUCED 14,403 -220 -1.5% 2.68% $8.1M 2025-07-15 $547.87
2025 Q1 REDUCED 14,623 -114 -0.8% 2.86% $8.0M 2025-05-15 $578.78
2024 Q4 ADDED 14,737 +135 +0.9% 2.55% $8K 2025-01-16 $519.24
2024 Q3 ADDED 14,602 +35 +0.2% 2.28% $7K 2024-10-08 $491.98
2024 Q2 REDUCED 14,567 -8 -0.1% 2.24% $6K 2024-07-22 $443.36
2024 Q1 REDUCED 14,575 -108 -0.7% 2.47% $7K 2024-04-23 $457.41
2023 Q4 REDUCED 14,683 -100 -0.7% 2.40% $6K 2024-01-11 $421.15
34 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

FAQ About HALL LAURIE J TRUSTEE and MA

These are the practical questions this page is built to answer before you even open the full history table.

How long has HALL LAURIE J TRUSTEE reported owning MA?

HALL LAURIE J TRUSTEE reported MA across 10 quarterly 13F filings, from 2023 Q4 through 2026 Q1.

What was the largest reported MA position in HALL LAURIE J TRUSTEE's portfolio?

The largest reported portfolio weight for MA was 2.86% in 2025 Q1.

What is the latest reported MA position on this page?

The most recent filing on this page is 2026 Q1, when HALL LAURIE J TRUSTEE reported 14,340 shares, equal to 2.53% of portfolio, with an estimated market value of $7.2M.

What does the chart on this MA ownership page compare?

The chart compares HALL LAURIE J TRUSTEE's quarterly MA portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

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