Wallace Weitz's MA Position Overview
Wallace Weitz (via Weitz Investment Management, Inc.) currently holds 155,900 shares of Mastercard Incorporated (MA) worth $89 M, representing 5.28% of the portfolio. First purchased in 2014-Q4, this long-term strategic position has been held for 45 quarters.
Based on 13F filings since 2013, Wallace Weitz has maintained a long-term strategic position in MA, representing a significant commitment to this investment thesis. Largest addition occurred in Q1 2016, adding 271,760 shares. Largest reduction occurred in Q1 2018, reducing 140,936 shares.
Analysis based on 13F filings available since 2013 Q2
Wallace Weitz's Mastercard Incorporated (MA) Holding Value Over Time
Track share changes against reported price movement
Quarterly Mastercard Incorporated (MA) Trades by Wallace Weitz
| Report Date | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Reported Price |
|---|---|---|---|---|
| Q3 2025 | -9,170 | Reduce 5.56% | 155,900 | $568.81 |
| Q2 2025 | -14,000 | Reduce 7.82% | 165,070 | $561.94 |
| Q1 2025 | -8,000 | Reduce 4.28% | 179,070 | $548.12 |
| Q4 2024 | -16,280 | Reduce 8.01% | 187,070 | $526.57 |
| Q4 2023 | -10,000 | Reduce 4.69% | 203,350 | $426.51 |
| Q2 2023 | -700 | Reduce 0.33% | 213,350 | $393.30 |
| Q1 2023 | -10,000 | Reduce 4.46% | 214,050 | $363.41 |
| Q4 2022 | -10,000 | Reduce 4.27% | 224,050 | $347.73 |
| Q2 2022 | -25,000 | Reduce 9.65% | 234,050 | $315.48 |
| Q1 2022 | +1,158 | Add 0.45% | 259,050 | $357.38 |
| Q4 2021 | +11,292 | Add 4.58% | 257,892 | $359.32 |
| Q3 2021 | +5,750 | Add 2.39% | 246,600 | $347.68 |
| Q1 2021 | -215 | Reduce 0.09% | 240,850 | $356.05 |
| Q3 2020 | -25,000 | Reduce 9.40% | 241,065 | $338.17 |
| Q2 2020 | -27,500 | Reduce 9.37% | 266,065 | $295.70 |
| Q1 2020 | -2,750 | Reduce 0.93% | 293,565 | $241.56 |
| Q4 2019 | -40,525 | Reduce 12.03% | 296,315 | $298.59 |
| Q3 2019 | -46,910 | Reduce 12.22% | 336,840 | $271.57 |
| Q2 2019 | -23,850 | Reduce 5.85% | 383,750 | $264.53 |
| Q1 2019 | -44,551 | Reduce 9.85% | 407,600 | $235.45 |
| Q4 2018 | -5,327 | Reduce 1.16% | 452,151 | $188.65 |
| Q3 2018 | -36,627 | Reduce 7.41% | 457,478 | $222.61 |
| Q2 2018 | -36,093 | Reduce 6.81% | 494,105 | $196.52 |
| Q1 2018 | -140,936 | Reduce 21.00% | 530,198 | $175.16 |
| Q4 2017 | -38,510 | Reduce 5.43% | 671,134 | $151.36 |
| Q3 2017 | -33,990 | Reduce 4.57% | 709,644 | $141.20 |
| Q2 2017 | -1,510 | Reduce 0.20% | 743,634 | $121.45 |
| Q1 2017 | -45,794 | Reduce 5.79% | 745,144 | $112.47 |
| Q4 2016 | -6,101 | Reduce 0.77% | 790,938 | $103.25 |
| Q3 2016 | +68,975 | Add 9.47% | 797,039 | $101.77 |
| Q2 2016 | +60,430 | Add 9.05% | 728,064 | $88.06 |
| Q1 2016 | +271,760 | Add 68.65% | 667,634 | $94.50 |
| Q4 2015 | +26,344 | Add 7.13% | 395,874 | $97.36 |
| Q3 2015 | +54,410 | Add 17.27% | 369,530 | $90.12 |
| Q2 2015 | +10,300 | Add 3.38% | 315,120 | $93.48 |
| Q1 2015 | +20,700 | Add 7.29% | 304,820 | $86.39 |
| Q4 2014 | +284,120 | New Buy | 284,120 | $86.16 |
Wallace Weitz's Mastercard Incorporated Investment FAQs
Wallace Weitz first purchased Mastercard Incorporated (MA) in Q4 2014, acquiring 284,120 shares, as reported in their 13F filing for that period. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
Wallace Weitz has held Mastercard Incorporated (MA) for 45 quarters since Q4 2014.
Wallace Weitz's largest addition to Mastercard Incorporated (MA) was in Q4 2014, adding 284,120 shares worth $24.48 M.
According to the latest 13F filing for Q4 2025, Wallace Weitz's firm, Weitz Investment Management, Inc., owns 155,900 shares of Mastercard Incorporated (MA), valued at approximately $89 M.
As of the Q4 2025 filing, Mastercard Incorporated (MA) represents approximately 5.28% of Wallace Weitz's publicly disclosed stock portfolio, making it one of their key holdings.
Wallace Weitz's peak holding in Mastercard Incorporated (MA) was 797,039 shares, as reported at the end of Q3 2016.