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Legacy Wealth Management (Idaho)’s Matsons MATX Stock Holding History

Legacy Wealth Management (Idaho)’s Portfolio MATX Stock Details MATX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$14.6K Hold
89
– – 0.01% 428
2025
Q4 		$11K Buy
89
+58
+187% +$6.23K 0.01% 411
2025
Q3 		$3.06K Hold
31
– – ﹤0.01% 496
2025
Q2 		$3.45K Sell
31
-14
-31% -$1.53K ﹤0.01% 444
2025
Q1 		$5.77K Hold
45
– – ﹤0.01% 406
2024
Q4 		$6.13K Buy
45
+14
+45% +$2.04K ﹤0.01% 358
2024
Q3 		$5.19K Buy
+31
New +$4.08K ﹤0.01% 383

Other funds holding MATX

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

Legacy Wealth Management (Idaho)'s MATX Position: Q1 2026 in Review

Legacy Wealth Management (Idaho) held its Matsons (MATX) position steady in Q1 2026 at 89 shares worth $14.6K. The position accounts for 0.01% of the portfolio, ranked #428.

Legacy Wealth Management (Idaho) first reported a position in MATX in Q3 2024 and has held it in 7 quarters since. 394 funds tracked by Wall St. Rank hold MATX as of Q1 2026.

  • Legacy Wealth Management (Idaho) held 89 shares of Matsons worth $14.6K as of Q1 2026.
  • Legacy Wealth Management (Idaho) left its Matsons share count unchanged in Q1 2026.
  • Matsons made up 0.01% of Legacy Wealth Management (Idaho)'s portfolio in Q1 2026, its #428 holding.
  • Legacy Wealth Management (Idaho) first reported a position in Matsons in Q3 2024 and has held it in 7 quarters since.
  • 394 funds tracked by Wall St. Rank held Matsons as of Q1 2026.

Based on Legacy Wealth Management (Idaho)'s 13F filing for Q1 2026, filed 7 May 2026.