Carson Wealth (CWM LLC)
MAT icon

Carson Wealth (CWM LLC)’s Mattel MAT Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio MAT Stock Details MAT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2014
Q1 		– Sell
-279
Closed -$68K – 349
2013
Q4 		$68K Buy
+279
New +$12.4K 0.01% 231

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VCM
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VPM
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AI
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SAM
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Dimensional Fund Advisors
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State Street
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LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return

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

Carson Wealth (CWM LLC) reduced its Mattel (MAT) stake by 35% in Q1 2026, selling an estimated $284K and leaving 28,703 shares worth $417K. The position accounts for ﹤0.01% of the portfolio, ranked #2142.

Carson Wealth (CWM LLC) first reported a position in MAT in Q3 2013 and has held it in 47 quarters since. The position peaked at $4.42M in Q1 2016. 427 funds tracked by Wall St. Rank hold MAT as of Q1 2026.

  • Carson Wealth (CWM LLC) held 28,703 shares of Mattel worth $417K as of Q1 2026.
  • Carson Wealth (CWM LLC) sold 15,578 Mattel shares in Q1 2026, an estimated $284K.
  • Mattel made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #2142 holding.
  • Carson Wealth (CWM LLC) first reported a position in Mattel in Q3 2013 and has held it in 47 quarters since.
  • Carson Wealth (CWM LLC)'s Mattel position peaked at $4.42M in Q1 2016.
  • 427 funds tracked by Wall St. Rank held Mattel as of Q1 2026.

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