Carson Wealth (CWM LLC)
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Carson Wealth (CWM LLC)’s Macerich MAC Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio MAC Stock Details MAC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$39.6K Buy
2,097
+529
+34% +$10K ﹤0.01% 3969
2025
Q4 		$29K Buy
1,568
+135
+9% +$2.38K ﹤0.01% 3970
2025
Q3 		$26K Sell
1,433
-48
-3% -$831 ﹤0.01% 3966
2025
Q2 		$24K Buy
1,481
+269
+22% +$4.15K ﹤0.01% 3801
2025
Q1 		$21K Sell
1,212
-227
-16% -$4.34K ﹤0.01% 3635
2024
Q4 		$29K Sell
1,439
-105
-7% -$2.05K ﹤0.01% 3199
2024
Q3 		$28K Sell
1,544
-108
-7% -$1.7K ﹤0.01% 3150
2024
Q2 		$26K Buy
1,652
+182
+12% +$2.78K ﹤0.01% 2944
2024
Q1 		$25K Sell
1,470
-3,917
-73% -$63.9K ﹤0.01% 2757
2023
Q4 		$83K Sell
5,387
-22
-0.4% -$262 ﹤0.01% 1869
2023
Q3 		$59K Buy
5,409
+1,826
+51% +$21.8K ﹤0.01% 1968
2023
Q2 		$40K Buy
3,583
+2,287
+176% +$23.3K ﹤0.01% 2139
2023
Q1 		$14K Sell
1,296
-241
-16% -$2.86K ﹤0.01% 2747
2022
Q4 		$17K Buy
1,537
+70
+5% +$790 ﹤0.01% 2481
2022
Q3 		$12K Buy
1,467
+810
+123% +$7.87K ﹤0.01% 2573
2022
Q2 		$6K Buy
657
+514
+359% +$6.21K ﹤0.01% 2895
2022
Q1 		$2K Buy
+143
New +$2.29K ﹤0.01% 3193
2021
Q2 		$0 Hold
1
– – ﹤0.01% 2978
2021
Q1 		$0 Hold
1
– – ﹤0.01% 2978
2020
Q4 		$0 Hold
1
– – ﹤0.01% 2976
2020
Q3 		$0 Hold
1
– – ﹤0.01% 2975
2020
Q2 		$0 Hold
1
– – ﹤0.01% 2975
2020
Q1 		$0 Hold
1
– – ﹤0.01% 2975
2019
Q4 		$0 Hold
1
– – ﹤0.01% 2974
2019
Q3 		$0 Hold
1
– – ﹤0.01% 2974
2019
Q2 		$0 Hold
1
– – ﹤0.01% 2974
2019
Q1 		$0 Buy
+1
New +$44 ﹤0.01% 3144
2018
Q4 		– Sell
-17
Closed -$1K – 2187
2018
Q3 		$1K Buy
+17
New +$979 ﹤0.01% 1698

Other funds holding MAC

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
SCM
Smead Capital Management Phoenix, Arizona $4.66B AUM 41.77% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
CIM
Centersquare Investment Management Conshohocken, Pennsylvania $11.7B AUM 20.39% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

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

Carson Wealth (CWM LLC) increased its Macerich (MAC) stake by 34% in Q1 2026, buying an estimated $10K and bringing the position to 2,097 shares worth $39.6K. The position accounts for ﹤0.01% of the portfolio, ranked #3969.

Carson Wealth (CWM LLC) first reported a position in MAC in Q3 2018 and has held it in 28 quarters since. The position peaked at $83K in Q4 2023. 308 funds tracked by Wall St. Rank hold MAC as of Q1 2026.

  • Carson Wealth (CWM LLC) held 2,097 shares of Macerich worth $39.6K as of Q1 2026.
  • Carson Wealth (CWM LLC) bought 529 Macerich shares in Q1 2026, an estimated $10K.
  • Macerich made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #3969 holding.
  • Carson Wealth (CWM LLC) first reported a position in Macerich in Q3 2018 and has held it in 28 quarters since.
  • Carson Wealth (CWM LLC)'s Macerich position peaked at $83K in Q4 2023.
  • 308 funds tracked by Wall St. Rank held Macerich as of Q1 2026.

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