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MasterCard Incorporated shares owned by Summit Financial Wealth Advisors

Quarter-by-quarter ownership of MasterCard Incorporated (MA) shares owned by Summit Financial Wealth Advisors from 13F filings

Historical chart of Summit Financial Wealth Advisors investment in MasterCard Incorporated

Tip: Access up to 7 years of quarterly data

All positions including MasterCard Incorporated held by Summit Financial Wealth Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in MasterCard Incorporated by Summit Financial Wealth Advisors

Quarter filed Position value Share count Share price at filing
2025-09-30 $722k 1.3k 573.77
2025-03-31 $480k 876 548.12
2024-12-31 $492k 872 563.95
2024-09-30 $431k 872 493.80
2024-06-30 $385k 872 441.16
2024-03-31 $420k 872 481.57
2023-12-31 $372k 872 426.51
2023-09-30 $493k 1.3k 388.87
2023-06-30 $389k 988 393.30
2023-03-31 $359k 988 363.41
2022-12-31 $344k 988 347.73
2022-09-30 $316k 988 319.84
2022-06-30 $397k 1.2k 344.02
2022-03-31 $460k 1.3k 357.70
2021-12-31 $480k 1.3k 375.59
2021-09-30 $449k 1.3k 347.52
2021-06-30 $508k 1.4k 365.20
2021-03-31 $497k 1.4k 357.30
2020-12-31 $504k 1.5k 338.26
2020-09-30 $403k 1.4k 289.72
2020-06-30 $461k 1.5k 299.93
2020-03-31 $409k 1.5k 266.10
2019-12-31 $548k 1.7k 315.49
2019-09-30 $503k 1.8k 275.92
2019-06-30 $666k 2.5k 264.50
2019-03-31 $489k 2.0k 238.77
2018-12-31 $386k 2.0k 188.48
2018-09-30 $251k 1.3k 199.84
2018-06-30 $317k 1.8k 175.04
2018-03-31 $317k 1.8k 175.04
2017-12-31 $254k 1.7k 151.46
2017-09-30 $261k 1.8k 141.23
2017-06-30 $227k 1.9k 121.46
2017-03-31 $200k 1.8k 112.42
2016-03-31 $246k 2.6k 94.36
2015-12-31 $254k 2.6k 97.43

More positions owned by Summit Financial Wealth Advisors

Schwab Strategic Tr Us Dividend Eq (SCHD)
Vanguard Index Fds Growth Etf (VUG)
Vanguard Whitehall Fds Intl High Etf (VYMI)
Spdr Series Trust Portfolio Crport (SPBO)
Proshares Tr S&p 500 Dv Arist (NOBL)
Ishares Tr Pfd And Incm Sec (PFF)
Pimco Etf Tr Ultra Short Govt (BILZ)
First Tr Exchange-traded First Tr Enh New (FTSM)
Ishares Tr Core S&p Scp Etf (IJR)
Raytheon Technologies Corp (RTX)
Vanguard Index Fds Total Stk Mkt (VTI)
Alps Etf Tr Alerian Mlp (AMLP)
3M Company (MMM)
Valero Energy Corporation (VLO)
Cummins (CMI)

View all positions for Summit Financial Wealth Advisors

Top funds holding MasterCard Incorporated

Vanguard Group
Mastercard Foundation Asset Management Corp
BlackRock
State Street Corporation
Jpmorgan Chase & Co
FMR
Geode Capital Management
Capital Research and Management Company - Division 3
Morgan Stanley
Wellington Management Company
Capital Research Global Investors
Northern Trust
Bank of New York Mellon
Nuveen
Franklin Resources

View all funds holding MasterCard Incorporated