Carson Wealth (CWM LLC)
JAKK icon

Carson Wealth (CWM LLC)’s Jakks Pacific JAKK Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio JAKK Stock Details JAKK Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$13.9K Sell
696
-3
-0.4% -$58 ﹤0.01% 4638
2025
Q4 		$12K Sell
699
-1,526
-69% -$26.4K ﹤0.01% 4458
2025
Q3 		$42K Sell
2,225
-831
-27% -$15.3K ﹤0.01% 3662
2025
Q2 		$64K Sell
3,056
-1
-0% -$20 ﹤0.01% 3084
2025
Q1 		$75K Buy
3,057
+2,515
+464% +$71.2K ﹤0.01% 2660
2024
Q4 		$15K Buy
542
+7
+1% +$192 ﹤0.01% 3629
2024
Q3 		$14K Buy
535
+93
+21% +$2.04K ﹤0.01% 3588
2024
Q2 		$8K Buy
442
+341
+338% +$6.73K ﹤0.01% 3670
2024
Q1 		$2K Buy
101
+100
+10,000% +$3.03K ﹤0.01% 3995
2023
Q4 		$0 Hold
1
– – ﹤0.01% 4326
2023
Q3 		$0 Buy
+1
New +$19 ﹤0.01% 4338

Other funds holding JAKK

GCCM
Gate City Capital Management Chicago, Illinois $257M AUM 37.12% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
PRCP
Pacific Ridge Capital Partners Lake Oswego, Oregon $462M AUM 40.76% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management Los Angeles, California $32.4B AUM 17.21% 1-Year Est. Return
TSW
Thompson Siegel & Walmsley Richmond, Virginia $5.7B AUM 6.69% 1-Year Est. Return
AFM
Anson Funds Management Dallas, Texas $2.29B AUM 370.24% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
DSC
Donald Smith & Co New York $5.56B AUM 47.13% 1-Year Est. Return

Carson Wealth (CWM LLC)'s JAKK Position: Q1 2026 in Review

Carson Wealth (CWM LLC) reduced its Jakks Pacific (JAKK) stake by 0.43% in Q1 2026, selling an estimated $58 and leaving 696 shares worth $13.9K. The position accounts for ﹤0.01% of the portfolio, ranked #4638.

Carson Wealth (CWM LLC) first reported a position in JAKK in Q3 2023 and has held it in 11 quarters since. The position peaked at $75K in Q1 2025. 109 funds tracked by Wall St. Rank hold JAKK as of Q1 2026.

  • Carson Wealth (CWM LLC) held 696 shares of Jakks Pacific worth $13.9K as of Q1 2026.
  • Carson Wealth (CWM LLC) sold 3 Jakks Pacific shares in Q1 2026, an estimated $58.
  • Jakks Pacific made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #4638 holding.
  • Carson Wealth (CWM LLC) first reported a position in Jakks Pacific in Q3 2023 and has held it in 11 quarters since.
  • Carson Wealth (CWM LLC)'s Jakks Pacific position peaked at $75K in Q1 2025.
  • 109 funds tracked by Wall St. Rank held Jakks Pacific as of Q1 2026.

Based on Carson Wealth (CWM LLC)'s 13F filing for Q1 2026, filed 14 May 2026.