SEC 13F Intelligence

Cfm Wealth Partners LLC / MA

Cfm Wealth Partners LLC’s Mastercard Incorporated Position

Does Cfm Wealth Partners LLC own Mastercard Incorporated (MA)? Yes — 15.3K shares worth $8M (+1.15% of its 13F portfolio) as of Q1 2026, down from 16.2K shares the prior filed quarter.

Position Value
$8M
Q1 2026
Shares
15.3K
% of Portfolio
+1.15%
Quarters Held
26
currently held

Position History MA

Reported value by quarter
Q4 ’19: $3MQ4 ’19Q1 ’20: $2MQ2 ’20: $2MQ3 ’20: $3MQ4 ’20: $4MQ4 ’20Q1 ’21: $4MQ2 ’21: $4MQ3 ’21: $4MQ4 ’21: $4MQ4 ’21Q1 ’22: $4MQ2 ’22: $3MQ3 ’22: $3MQ4 ’22: $3MQ4 ’22Q1 ’23: $4MQ2 ’23: $4MQ3 ’23: $4MQ4 ’23: $5MQ4 ’23Q1 ’24: $6MQ2 ’24: $6MQ3 ’24: $7MQ4 ’24: $8MQ4 ’24Q1 ’25: $8MQ2 ’25: $9MQ3 ’25: $9MQ4 ’25: $9MQ4 ’25Q1 ’26: $8Mfilingsflow.com
QuarterSharesValue% of Portfolio
Q1 202615.3K$8M+1.15%
Q4 202516.2K$9M+1.33%
Q3 202515.7K$9M+1.30%
Q2 202515.5K$9M+1.39%
Q1 202515.4K$8M+1.49%
Q4 202414.7K$8M+1.30%
Q3 202414.6K$7M+1.26%
Q2 202413.3K$6M+1.08%
Q1 202412.2K$6M+1.18%
Q4 202311.5K$5M+1.11%
Q3 202311.1K$4M+1.15%
Q2 202310.0K$4M+0.95%
Q1 20239.9K$4M+0.97%
Q4 20229.9K$3M+1.03%
Q3 20229.9K$3M+0.90%
Q2 20229.8K$3M+0.93%
Q1 202210.1K$4M+0.87%
Q4 202110.4K$4M+0.86%
Q3 202110.4K$4M+0.91%
Q2 202110.0K$4M+0.97%
Q1 202110.0K$4M+1.07%
Q4 202010.4K$4M+1.19%
Q3 20209.4K$3M+1.16%
Q2 20208.2K$2M+0.92%
Q1 20208.1K$2M+0.91%
Q4 20198.3K$3M+0.98%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Cfm Wealth Partners LLC’s full portfolio or all institutional holders of MA.