Welch & Forbes LLC

Position in MA — Mastercard Inc

CIK 105495 Boston, MA

Position in MA

as of Jun 30, 2026 · filed Jul 30, 2026 Compact

Position Value

$6,717,888

+$545,589 QoQ

Shares Held

13,080

+5.9% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.09%

of 13F equity value

Holder Rank

#1,054

of 3,563 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 92% Shared 0% None 8%

Financial Services · as of Jun 30, 2026

Welch & Forbes LLC holds $276,850,761 across 4 Credit Services names. MA ranks #3 (2.4% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	V	Visa Inc.	705,106	$241,914,817
2	AXP	American Express Co	81,174	$27,457,105
3	MA	Mastercard Inc This page	13,080	$6,717,888
4	COF	Capital One Financial Corp	3,793	$760,951

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$6,717,888	13,080	+5.9%	Shares	Sole	2026-07-30
2026-03-31	$6,172,299	12,353	-9.5%	Shares	Sole	2026-05-01
2025-12-31	$7,795,937	13,656	-1.5%	Shares	Sole	2026-02-10
2025-09-30	$7,883,706	13,860	+0.2%	Shares	Sole	2025-11-04
2025-06-30	$7,770,506	13,828	-3.1%	Shares	Sole	2025-08-05
2025-03-31	$7,819,479	14,266	+0.2%	Shares	Sole	2025-05-02
2024-12-31	$7,498,883	14,241	-6.7%	Shares	Sole	2025-02-07
2024-09-30	$7,540,819	15,271	+2.2%	Shares	Sole	2024-11-04
2024-06-30	$6,594,459	14,948	-0.4%	Shares	Sole	2024-08-02
2024-03-31	$7,230,773	15,015	-0.2%	Shares	Sole	2024-05-03
2023-12-31	$6,415,136	15,041	-1.4%	Shares	Sole	2024-02-06
2023-09-30	$6,037,627	15,250	+1.4%	Shares	Sole	2023-11-03
2023-06-30	$5,913,265	15,035	+1.3%	Shares	Sole	2023-07-28
2023-03-31	$5,391,187	14,835	-0.5%	Shares	Sole	2023-04-14
2022-12-31	$5,187,088	14,917	-1.2%	Shares	Sole	2023-02-02
2022-09-30	$4,294,955	15,105	+3.4%	Shares	Sole	2022-10-31
2022-06-30	$4,608,847	14,609	+9.6%	Shares	Sole	2022-07-22
2022-03-31	$4,762,445	13,326	-0.4%	Shares	Sole	2022-04-25
2021-12-31	$4,809,138	13,384	-0.5%	Shares	Sole	2022-01-19
2021-09-30	$4,674,905	13,446	-0.2%	Shares	Sole	2021-10-13
2021-06-30	$4,919,952	13,476	+2.5%	Shares	Sole	2021-07-22
2021-03-31	$4,681,345	13,148	-3.0%	Shares	Sole	2021-04-14
2020-12-31	$4,838,321	13,555	+5.5%	Shares	Sole	2021-01-20
2020-09-30	$4,344,808	12,848	+0.9%	Shares	Sole	2020-10-23
2020-06-30	$3,765,148	12,733	+0.6%	Shares	Sole	2020-07-15
2020-03-31	$3,056,700	12,654	—	Shares	Sole	2020-04-17
No filing history on record for this holder in this stock.