EVERMAY WEALTH MANAGEMENT LLC

Position in MA — Mastercard Inc

CIK 1066816 ARLINGTON, VA

Position in MA

as of Jun 30, 2026 · filed Jul 27, 2026 Compact

Position Value

$916,262

+$42,857 QoQ

Shares Held

1,784

+2.1% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.40%

of 13F equity value

Holder Rank

#2,116

of 3,555 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

EVERMAY WEALTH MANAGEMENT LLC holds $5,423,995 across 5 Credit Services names. MA ranks #3 (16.9% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	V	Visa Inc.	8,240	$2,827,061
2	AXP	American Express Co	4,340	$1,468,005
3	MA	Mastercard Inc This page	1,784	$916,262
4	COF	Capital One Financial Corp	983	$197,209
5	PYPL	PayPal Holdings, Inc.	358	$15,458

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$916,262	1,784	+2.1%	Shares	Sole	2026-07-27
2026-03-31	$873,405	1,748	+0.3%	Shares	Sole	2026-05-12
2025-12-31	$994,472	1,742	0.0%	Shares	Sole	2026-01-22
2025-09-30	$990,867	1,742	0.0%	Shares	Sole	2025-11-05
2025-06-30	$978,899	1,742	+0.8%	Shares	Sole	2025-07-30
2025-03-31	$947,699	1,729	+35.2%	Shares	Sole	2025-05-07
2024-12-31	$673,483	1,279	0.0%	Shares	Sole	2025-01-24
2024-09-30	$631,570	1,279	0.0%	Shares	Sole	2024-10-25
2024-06-30	$564,243	1,279	0.0%	Shares	Sole	2024-08-01
2024-03-31	$615,928	1,279	+15.7%	Shares	Sole	2024-05-14
2023-12-31	$471,293	1,105	-37.6%	Shares	Sole	2024-02-12
2023-09-30	$701,156	1,771	+0.2%	Shares	Sole	2023-11-14
2023-06-30	$695,354	1,768	0.0%	Shares	Sole	2023-08-10
2023-03-31	$642,508	1,768	0.0%	Shares	Sole	2023-05-15
2022-12-31	$614,786	1,768	-22.7%	Shares	Sole	2023-01-19
2022-09-30	$650,569	2,288	-0.2%	Shares	Sole	2022-11-14
2022-06-30	$723,080	2,292	+0.4%	Shares	Sole	2022-08-15
2022-03-31	$815,541	2,282	+86.7%	Shares	Sole	2022-05-16
2021-12-31	$439,089	1,222	0.0%	Shares	Sole	2022-02-14
2021-09-30	$424,864	1,222	0.0%	Shares	Sole	2021-11-12
2021-06-30	$446,139	1,222	0.0%	Shares	Sole	2021-08-13
2021-03-31	$435,093	1,222	0.0%	Shares	Sole	2021-05-10
2020-12-31	$436,180	1,222	0.0%	Shares	Sole	2021-02-16
2020-09-30	$413,243	1,222	0.0%	Shares	Sole	2020-11-05
2020-06-30	$361,345	1,222	0.0%	Shares	Sole	2020-07-20
2020-03-31	$295,186	1,222	—	Shares	Sole	2020-04-24
No filing history on record for this holder in this stock.