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Terry Smith’s MA Holdings & Trades

First Buy
Q1 2023
Duration Held
12 Quarters
Largest Add
Q2 2026
+1.25 M Shares
Current Position
1.25 M Shares
$639.46 M Value

Terry Smith's MA Position Overview

Terry Smith (via Fundsmith Llp) currently holds 1.25 M shares of Mastercard Incorporated (MA) worth $639.46 M, representing 4.69% of the portfolio. First purchased in 2023-Q1, this medium-term investment has been held for 12 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 2026, adding 1.25 M shares. Largest reduction occurred in Q3 2025, reducing 27,663 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

Report Date Bought/Sold (Sh.) % Change Qtr. End Shares Reported Price
Q2 2026 +1.25 M New Buy 1.25 M $513.60
Q3 2025 -27,663 Sold Out 0 $0.00
Q2 2025 -21,791 Reduce 44.06% 27,663 $561.94
Q1 2025 -14,579 Reduce 22.77% 49,454 $548.12
Q4 2024 -957 Reduce 1.47% 64,033 $526.57
Q3 2024 +710 Add 1.10% 64,990 $493.80
Q2 2024 -169 Reduce 0.26% 64,280 $441.16
Q1 2024 +772 Add 1.21% 64,449 $481.57
Q4 2023 +919 Add 1.46% 63,677 $426.51
Q3 2023 +424 Add 0.68% 62,758 $395.91
Q2 2023 +20,670 Add 49.61% 62,334 $393.30
Q1 2023 +41,664 New Buy 41,664 $363.41

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 12 quarters since Q1 2023.

Terry Smith's largest addition to Mastercard Incorporated (MA) was in Q2 2026, adding 1,245,051 shares worth $639.46 M.

According to the latest 13F filing for Q2 2026, Terry Smith's firm, Fundsmith Llp, owns 1,245,051 shares of Mastercard Incorporated (MA), valued at approximately $639.46 M.

As of the Q2 2026 filing, Mastercard Incorporated (MA) represents approximately 4.69% of Terry Smith's publicly disclosed stock portfolio, making it one of their key holdings.

Terry Smith's peak holding in Mastercard Incorporated (MA) was 1,245,051 shares, as reported at the end of Q2 2026.