Terry Smith's MA Position Overview
Terry Smith (via Fundsmith Llp) currently holds 27.7K shares of Mastercard Incorporated (MA) worth $0, representing 0.00% of the portfolio. First purchased in 2023-Q1, this medium-term investment has been held for 11 quarters.
Based on 13F filings, Terry Smith has maintained a strategic position in MA, demonstrating sustained confidence in this investment. Largest addition occurred in Q2 2023, adding 20.7K shares. Largest reduction occurred in Q2 2025, reducing 21.8K shares.
Analysis based on 13F filings available since 2013 Q2
Terry Smith's Mastercard Incorporated (MA) Holding Value Over Time
Track share changes against reported price movement
Quarterly Mastercard Incorporated (MA) Trades by Terry Smith
| Period | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Reported Price |
|---|---|---|---|---|
| Q1 2023 | +41,664 | New Buy | 41,664 | $363.41 |
| Q2 2023 | +20,670 | Add 49.61% | 62,334 | $393.30 |
| Q3 2023 | +424 | Add 0.68% | 62,758 | $395.91 |
| Q4 2023 | +919 | Add 1.46% | 63,677 | $426.51 |
| Q1 2024 | +772 | Add 1.21% | 64,449 | $481.57 |
| Q2 2024 | -169 | Reduce 0.26% | 64,280 | $441.16 |
| Q3 2024 | +710 | Add 1.10% | 64,990 | $493.80 |
| Q4 2024 | -957 | Reduce 1.47% | 64,033 | $526.57 |
| Q1 2025 | -14,579 | Reduce 22.77% | 49,454 | $548.12 |
| Q2 2025 | -21,791 | Reduce 44.06% | 27,663 | $561.94 |
| Q3 2025 | -27,663 | Sold Out | 27,663 | $0.00 |
Terry Smith's Mastercard Incorporated Investment FAQs
Terry Smith first purchased Mastercard Incorporated (MA) in Q1 2023, acquiring 41,664 shares, as reported in their 13F filing for that period. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
Terry Smith has held Mastercard Incorporated (MA) for 11 quarters since Q1 2023. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
Terry Smith's largest addition to Mastercard Incorporated (MA) was in Q1 2023, adding 41,664 shares worth $15.14 M. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
According to the latest 13F filing for Q3 2025, Terry Smith's firm, Fundsmith Llp, owns 27,663 shares of Mastercard Incorporated (MA), valued at approximately $0. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
As of the Q3 2025 filing, Mastercard Incorporated (MA) represents approximately 0.00% of Terry Smith's publicly disclosed stock portfolio, making it one of their key holdings. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
Terry Smith's peak holding in Mastercard Incorporated (MA) was 64,990 shares, as reported at the end of Q3 2024. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.