Carson Wealth (CWM LLC)
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Carson Wealth (CWM LLC)’s Mayville Engineering Co MEC Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio MEC Stock Details MEC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$16.6K Buy
922
+21
+2% +$404 ﹤0.01% 4528
2025
Q4 		$17K Sell
901
-35
-4% -$571 ﹤0.01% 4264
2025
Q3 		$13K Sell
936
-251
-21% -$3.78K ﹤0.01% 4357
2025
Q2 		$19K Buy
1,187
+973
+455% +$13.9K ﹤0.01% 3950
2025
Q1 		$3K Buy
214
+126
+143% +$1.9K ﹤0.01% 4647
2024
Q4 		$1K Sell
88
-137
-61% -$2.5K ﹤0.01% 4746
2024
Q3 		$5K Buy
225
+107
+91% +$2K ﹤0.01% 4109
2024
Q2 		$2K Buy
118
+114
+2,850% +$1.72K ﹤0.01% 4233
2024
Q1 		$0 Buy
+4
New +$52 ﹤0.01% 4562

Other funds holding MEC

Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $65.2B AUM 39.42% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
PCM
Portolan Capital Management Boston, Massachusetts $2.67B AUM 169.09% 1-Year Est. Return
RA
Royce & Associates New York $12.4B AUM 64.17% 1-Year Est. Return
ER
EVR Research Richmond, Virginia $203M AUM 60.82% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
William Blair & Company
William Blair & Company Chicago, Illinois $38.4B AUM 25.71% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $59.9B AUM 27.01% 1-Year Est. Return
GIM
Granahan Investment Management Waltham, Massachusetts $2.81B AUM 83.9% 1-Year Est. Return

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

Carson Wealth (CWM LLC) increased its Mayville Engineering Co (MEC) stake by 2.3% in Q1 2026, buying an estimated $404 and bringing the position to 922 shares worth $16.6K. The position accounts for ﹤0.01% of the portfolio, ranked #4528.

Carson Wealth (CWM LLC) first reported a position in MEC in Q1 2024 and has held it in 9 quarters since. The position peaked at $19K in Q2 2025. 124 funds tracked by Wall St. Rank hold MEC as of Q1 2026.

  • Carson Wealth (CWM LLC) held 922 shares of Mayville Engineering Co worth $16.6K as of Q1 2026.
  • Carson Wealth (CWM LLC) bought 21 Mayville Engineering Co shares in Q1 2026, an estimated $404.
  • Mayville Engineering Co made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #4528 holding.
  • Carson Wealth (CWM LLC) first reported a position in Mayville Engineering Co in Q1 2024 and has held it in 9 quarters since.
  • Carson Wealth (CWM LLC)'s Mayville Engineering Co position peaked at $19K in Q2 2025.
  • 124 funds tracked by Wall St. Rank held Mayville Engineering Co as of Q1 2026.

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