Cornerstone Wealth Management, LLC

Position in MA — Mastercard Inc

CIK 1674117 ST. PETERS, MO

Position in MA

as of Jun 30, 2026 · filed Jul 22, 2026 Compact

Position Value

$2,531,020

+$63,200 QoQ

Shares Held

4,928

-0.2% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.28%

of 13F equity value

Holder Rank

#1,529

of 3,555 holders

Holding Since

Mar 2020

25 quarters on record

Voting authority Sole 4% Shared 0% None 96%

Financial Services · as of Jun 30, 2026

Cornerstone Wealth Management, LLC holds $8,891,831 across 5 Credit Services names. MA ranks #2 (28.5% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	V	Visa Inc.	12,809	$4,394,639
2	MA	Mastercard Inc This page	4,928	$2,531,020
3	AXP	American Express Co	3,250	$1,099,312
4	COF	Capital One Financial Corp	3,271	$656,228
5	PYPL	PayPal Holdings, Inc.	4,878	$210,632

25 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$2,531,020	4,928	-0.2%	Shares	Sole	2026-07-22
2026-03-31	$2,467,820	4,939	+3.3%	Shares	Sole	2026-04-24
2025-12-31	$2,728,235	4,779	-1.1%	Shares	Sole	2026-02-05
2025-09-30	$2,747,921	4,831	-3.9%	Shares	Sole	2025-11-04
2025-06-30	$2,825,996	5,029	+10.9%	Shares	Sole	2025-08-12
2025-03-31	$2,484,627	4,533	+2.2%	Shares	Sole	2025-04-18
2024-12-31	$2,334,811	4,434	+1.9%	Shares	Sole	2025-01-21
2024-09-30	$2,148,523	4,351	+0.5%	Shares	Sole	2024-10-16
2024-06-30	$1,909,781	4,329	+3.0%	Shares	Sole	2024-07-16
2024-03-31	$2,024,520	4,204	-22.9%	Shares	Sole	2024-04-19
2023-12-31	$2,325,332	5,452	-4.0%	Shares	Sole	2024-01-10
2023-09-30	$2,249,560	5,682	+5.6%	Shares	Sole	2023-11-07
2023-06-30	$2,115,560	5,379	-2.0%	Shares	Sole	2023-07-14
2023-03-31	$1,995,484	5,491	+8.7%	Shares	Sole	2023-05-15
2022-09-30	$1,436,485	5,052	+1.0%	Shares	Sole	2022-10-14
2022-06-30	$1,578,346	5,003	-1.8%	Shares	Sole	2022-08-04
2022-03-31	$1,820,493	5,094	-2.7%	Shares	Sole	2022-04-21
2021-12-31	$1,880,321	5,233	+8.2%	Shares	Sole	2022-02-14
2021-09-30	$1,681,380	4,836	-27.9%	Shares	Sole	2021-11-12
2021-06-30	$2,449,023	6,708	-5.2%	Shares	Sole	2021-08-09
2021-03-31	$2,518,341	7,073	+1.4%	Shares	Sole	2021-04-30
2020-12-31	$2,490,013	6,976	-1.2%	Shares	Sole	2021-01-29
2020-09-30	$2,387,480	7,060	+3.6%	Shares	Sole	2020-10-13
2020-06-30	$2,014,899	6,814	-1.2%	Shares	Sole	2020-07-16
2020-03-31	$1,665,797	6,896	—	Shares	Sole	2020-05-13
No filing history on record for this holder in this stock.