MA MASTERCARD COM

Ownership history in MARSHALL & SULLIVAN INC /WA/  ·  66 quarters on record

AI Ownership Summary

MARSHALL & SULLIVAN INC /WA/ reported MASTERCARD COM (MA) in 66 quarterly 13F filings from 2023 Q4 through 2025 Q3. Peak portfolio weight reached 3.82% in 2025 Q1. The latest visible filing shows MA at 3.51% 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 MARSHALL & SULLIVAN INC /WA/'s position in MASTERCARD COM, 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
2025 Q3

MA was reported at 3.51% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
3.82% 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 2025 Q3

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 MARSHALL & SULLIVAN INC /WA/ 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 8 quarters  
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q3 REDUCED 13,322 -175 -1.3% 3.51% $7.6M 2025-11-14 (Est.) $543.98
2025 Q2 REDUCED 13,497 -243 -1.8% 3.65% $7.6M 2025-07-11 $547.69
2025 Q1 REDUCED 13,740 -384 -2.7% 3.82% $7.5M 2025-04-10 $496.41
2024 Q4 REDUCED 14,124 -237 -1.7% 3.63% $7.4M 2025-01-13 $501.15
2024 Q3 REDUCED 14,361 -304 -2.1% 3.41% $7.1M 2024-10-09 $495.50
2024 Q2 REDUCED 14,665 -435 -2.9% 3.23% $6.5M 2024-07-12 $435.61
2024 Q1 REDUCED 15,100 -182 -1.2% 3.60% $7.3M 2024-04-10 $463.69
2023 Q4 REDUCED 15,282 -299 -1.9% 3.44% $6.5M 2024-01-11 $421.15
58 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

FAQ About MARSHALL & SULLIVAN INC /WA/ and MA

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

How long has MARSHALL & SULLIVAN INC /WA/ reported owning MA?

MARSHALL & SULLIVAN INC /WA/ reported MA across 8 quarterly 13F filings, from 2023 Q4 through 2025 Q3.

What was the largest reported MA position in MARSHALL & SULLIVAN INC /WA/'s portfolio?

The largest reported portfolio weight for MA was 3.82% in 2025 Q1.

What is the latest reported MA position on this page?

The most recent filing on this page is 2025 Q3, when MARSHALL & SULLIVAN INC /WA/ reported 13,322 shares, equal to 3.51% of portfolio, with an estimated market value of $7.6M.

What does the chart on this MA ownership page compare?

The chart compares MARSHALL & SULLIVAN INC /WA/'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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