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Forum Financial Management’s Mattel MAT Stock Holding History

Forum Financial Management’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
2026
Q1 		– Sell
-13,414
Closed -$266K – 711
2025
Q4 		$266K Hold
13,414
– – ﹤0.01% 812
2025
Q3 		$226K Buy
13,414
+1,339
+11% +$24.4K ﹤0.01% 900
2025
Q2 		$238K Buy
+12,075
New +$215K ﹤0.01% 799

Other funds holding MAT

EIG
EdgePoint Investment Group Toronto, Ontario, Canada $13.2B AUM 32.43% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $169B AUM 114.72% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 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
AI
Ariel Investments Chicago, Illinois $10B AUM 42.59% 1-Year Est. Return
SAM
Southeastern Asset Management Memphis, Tennessee $1.92B AUM 6.41% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return

Forum Financial Management's MAT Position: Q1 2026 in Review

Forum Financial Management sold out of Mattel (MAT) in Q1 2026, closing a stake of 13,414 shares — an estimated $266K sold.

Forum Financial Management first reported a position in MAT in Q2 2025 and held it in 3 quarters. The position peaked at $266K in Q4 2025. 430 funds tracked by Wall St. Rank hold MAT as of Q1 2026.

  • Forum Financial Management reported no remaining Mattel position as of Q1 2026 after selling out during the quarter.
  • Forum Financial Management sold 13,414 Mattel shares in Q1 2026, an estimated $266K.
  • Forum Financial Management first reported a position in Mattel in Q2 2025 and held it in 3 quarters.
  • Forum Financial Management's Mattel position peaked at $266K in Q4 2025.
  • 430 funds tracked by Wall St. Rank held Mattel as of Q1 2026.

Based on Forum Financial Management's 13F filing for Q1 2026, filed 23 Apr 2026.