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Livermore
Livermore
ZHEN

Legacy Trust

SEC CIK
0001772483
Latest filing
Jul 31, 2026

MA holding history

Mastercard Inc in every 13F filed by Legacy Trust, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

MA overviewAll 13F holders of MAFull Q2 2026 holdings

Shares (Q2 2026)
1,675
Value
$860.3K
% of portfolio
0.2%
Quarters held
15
Since Q4 2022
Holdings of MA by Legacy Trust, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20261,675$860.3K0.2%+555+49.6%AddedHolders
Q1 20261,120$559.6K0.1%−5−0.4%ReducedHolders
Q4 20251,125$642.2K0.1%00.0%UnchangedHolders
Q3 20251,125$639.9K0.1%−180−13.8%ReducedHolders
Q2 20251,305$733.3K0.2%−40−3.0%ReducedHolders
Q1 20251,345$737.2K0.2%−80−5.6%ReducedHolders
Q4 20241,425$750.4K0.2%−222−13.5%ReducedHolders
Q3 20241,647$813.3K0.2%−45−2.7%ReducedHolders
Q2 20241,692$746.4K0.2%+61+3.7%AddedHolders
Q1 20241,631$785.4K0.2%+44+2.8%AddedHolders
Q4 20231,587$676.9K0.2%−475−23.0%ReducedHolders
Q3 20232,062$816.4K0.2%−3−0.1%ReducedHolders
Q2 20232,065$812.2K0.2%−12−0.6%ReducedHolders
Q1 20232,077$754.8K0.2%−90−4.2%ReducedHolders
Q4 20222,167$753.5K0.2%–No prior filingHolders