Carson Wealth (CWM LLC)
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Carson Wealth (CWM LLC)’s Methode Electronics MEI Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio MEI Stock Details MEI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$253K Sell
45,919
-9,055
-16% -$66.3K ﹤0.01% 2525
2025
Q4 		$365K Sell
54,974
-12,804
-19% -$90.8K ﹤0.01% 2127
2025
Q3 		$512K Buy
67,778
+24,747
+58% +$184K ﹤0.01% 1786
2025
Q2 		$409K Buy
43,031
+21,603
+101% +$159K ﹤0.01% 1687
2025
Q1 		$137K Buy
21,428
+11,567
+117% +$114K ﹤0.01% 2168
2024
Q4 		$116K Buy
9,861
+1,131
+13% +$12.3K ﹤0.01% 2193
2024
Q3 		$104K Buy
8,730
+7,618
+685% +$85.1K ﹤0.01% 2176
2024
Q2 		$12K Sell
1,112
-745
-40% -$8.57K ﹤0.01% 3438
2024
Q1 		$23K Buy
1,857
+193
+12% +$3.65K ﹤0.01% 2799
2023
Q4 		$38K Sell
1,664
-25
-1% -$585 ﹤0.01% 2344
2023
Q3 		$39K Buy
1,689
+1,409
+503% +$42K ﹤0.01% 2225
2023
Q2 		$9K Buy
280
+201
+254% +$8.2K ﹤0.01% 3139
2023
Q1 		$3K Sell
79
-16
-17% -$741 ﹤0.01% 3533
2022
Q4 		$4K Buy
95
+9
+10% +$384 ﹤0.01% 3306
2022
Q3 		$3K Buy
86
+81
+1,620% +$3.17K ﹤0.01% 3324
2022
Q2 		$0 Buy
+5
New +$216 ﹤0.01% 3983

Other funds holding MEI

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Federated Hermes
Federated Hermes Pittsburgh, Pennsylvania $69.6B AUM 42.52% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

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

Carson Wealth (CWM LLC) reduced its Methode Electronics (MEI) stake by 16% in Q1 2026, selling an estimated $66.3K and leaving 45,919 shares worth $253K. The position accounts for ﹤0.01% of the portfolio, ranked #2525.

Carson Wealth (CWM LLC) first reported a position in MEI in Q2 2022 and has held it in 16 quarters since. The position peaked at $512K in Q3 2025. 140 funds tracked by Wall St. Rank hold MEI as of Q1 2026.

  • Carson Wealth (CWM LLC) held 45,919 shares of Methode Electronics worth $253K as of Q1 2026.
  • Carson Wealth (CWM LLC) sold 9,055 Methode Electronics shares in Q1 2026, an estimated $66.3K.
  • Methode Electronics made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #2525 holding.
  • Carson Wealth (CWM LLC) first reported a position in Methode Electronics in Q2 2022 and has held it in 16 quarters since.
  • Carson Wealth (CWM LLC)'s Methode Electronics position peaked at $512K in Q3 2025.
  • 140 funds tracked by Wall St. Rank held Methode Electronics as of Q1 2026.

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