GRIMES & Co WEALTH MANAGEMENT, LLC

Position in MA — Mastercard Inc

CIK 1321993 WESTBOROUGH, MA

Position in MA

as of Jun 30, 2026 · filed Jul 17, 2026 Compact

Position Value

$5,236,151

+$271,031 QoQ

Shares Held

10,195

+2.6% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.31%

of 13F equity value

Holder Rank

#1,161

of 3,563 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Financial Services · as of Jun 30, 2026

GRIMES & Co WEALTH MANAGEMENT, LLC holds $36,194,274 across 3 Credit Services names. MA ranks #3 (14.5% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	V	Visa Inc.	50,625	$17,368,930
2	AXP	American Express Co	40,175	$13,589,193
3	MA	Mastercard Inc This page	10,195	$5,236,151

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$5,236,151	10,195	+2.6%	Shares	Other	2026-07-17
2026-03-31	$4,965,120	9,937	+2.5%	Shares	Other	2026-04-21
2025-12-31	$5,535,822	9,697	+1.1%	Shares	Sole	2026-02-03
2025-09-30	$5,453,750	9,588	-19.4%	Shares	Sole	2025-10-27
2025-06-30	$6,680,904	11,889	+1.6%	Shares	Sole	2025-07-22
2025-03-31	$6,411,358	11,697	-0.2%	Shares	Sole	2025-04-17
2024-12-31	$6,174,559	11,726	+0.5%	Shares	Sole	2025-01-21
2024-09-30	$5,760,670	11,666	+0.0%	Shares	Other	2024-10-22
2024-06-30	$5,145,689	11,664	+53.9%	Shares	Sole	2024-07-22
2024-03-31	$3,649,818	7,579	-0.3%	Shares	Sole	2024-04-17
2023-12-31	$3,241,902	7,601	+4.0%	Shares	Other	2024-01-24
2023-09-30	$2,892,518	7,306	-1.7%	Shares	Other	2023-10-19
2023-06-30	$2,923,791	7,434	-3.2%	Shares	Other	2023-07-19
2023-03-31	$2,789,534	7,676	+1.5%	Shares	Other	2023-04-20
2022-12-31	$2,630,229	7,564	+1.3%	Shares	Other	2023-01-25
2022-09-30	$2,122,313	7,464	+0.3%	Shares	Other	2022-10-28
2022-06-30	$2,348,117	7,443	-0.4%	Shares	Other	2022-07-22
2022-03-31	$2,669,985	7,471	+0.8%	Shares	Other	2022-05-06
2021-12-31	$2,662,560	7,410	-0.5%	Shares	Sole	2022-02-01
2021-09-30	$2,588,824	7,446	+0.2%	Shares	Other	2021-11-08
2021-06-30	$2,712,982	7,431	-4.3%	Shares	Other	2021-08-04
2021-03-31	$2,764,371	7,764	+3.2%	Shares	Other	2021-05-12
2020-12-31	$2,685,258	7,523	+0.2%	Shares	Sole	2021-02-02
2020-09-30	$2,539,317	7,509	-2.7%	Shares	Sole	2020-11-12
2020-06-30	$2,281,029	7,714	-4.5%	Shares	Sole	2020-07-31
2020-03-31	$1,950,596	8,075	—	Shares	Sole	2020-05-05
No filing history on record for this holder in this stock.