Carson Wealth (CWM LLC)
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Carson Wealth (CWM LLC)’s Ford F Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio F Stock Details F Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$2.44M Buy
211,042
+2,014
+1% +$26.5K 0.01% 1121
2025
Q4 		$2.74M Buy
209,028
+53,176
+34% +$686K 0.01% 1022
2025
Q3 		$1.86M Sell
155,852
-4,557
-3% -$52.5K 0.01% 1117
2025
Q2 		$1.74M Sell
160,409
-6,029
-4% -$61.4K 0.01% 1000
2025
Q1 		$1.67M Sell
166,438
-6,877
-4% -$67.2K 0.01% 891
2024
Q4 		$1.72M Buy
173,315
+9,184
+6% +$97.9K 0.01% 842
2024
Q3 		$1.73M Sell
164,131
-28,951
-15% -$331K 0.01% 764
2024
Q2 		$2.42M Sell
193,082
-10,954
-5% -$136K 0.01% 589
2024
Q1 		$2.71M Buy
204,036
+53,484
+36% +$648K 0.01% 546
2023
Q4 		$1.83M Sell
150,552
-3,419
-2% -$38K 0.01% 595
2023
Q3 		$1.91M Buy
153,971
+990
+0.6% +$12.9K 0.01% 554
2023
Q2 		$2.31M Sell
152,981
-12,192
-7% -$154K 0.01% 489
2023
Q1 		$2.08M Sell
165,173
-27,135
-14% -$340K 0.01% 469
2022
Q4 		$2.24M Buy
192,308
+33,601
+21% +$432K 0.02% 432
2022
Q3 		$1.78M Buy
158,707
+16,057
+11% +$225K 0.01% 435
2022
Q2 		$1.59M Buy
142,650
+1,354
+1% +$18.5K 0.01% 443
2022
Q1 		$2.39M Buy
141,296
+15,204
+12% +$289K 0.02% 381
2021
Q4 		$2.62M Buy
+126,092
New +$2.32M 0.02% 383
2021
Q2 		$1.19M Hold
79,783
– – 0.01% 541
2021
Q1 		$1.19M Hold
79,783
– – 0.01% 541
2020
Q4 		$1.19M Hold
79,783
– – 0.01% 541
2020
Q3 		$1.19M Hold
79,783
– – 0.01% 541
2020
Q2 		$1.19M Hold
79,783
– – 0.01% 541
2020
Q1 		$1.19M Hold
79,783
– – 0.01% 541
2019
Q4 		$1.19M Hold
79,783
– – 0.01% 541
2019
Q3 		$1.19M Hold
79,783
– – 0.01% 541
2019
Q2 		$1.19M Hold
79,783
– – 0.01% 541
2019
Q1 		$1.19M Buy
79,783
+64,051
+407% +$550K 0.01% 541
2018
Q4 		$120K Sell
15,732
-4,057
-21% -$36.2K ﹤0.01% 693
2018
Q3 		$183K Buy
19,789
+7,141
+56% +$71.4K ﹤0.01% 528
2018
Q2 		$140K Sell
12,648
-2,726
-18% -$31.2K ﹤0.01% 474
2018
Q1 		$170K Buy
15,374
+500
+3% +$5.64K 0.01% 384
2017
Q4 		$186K Hold
14,874
– – 0.01% 354
2017
Q3 		$178K Sell
14,874
-1,490
-9% -$16.8K 0.01% 341
2017
Q2 		$183K Sell
16,364
-1,614
-9% -$18K 0.01% 315
2017
Q1 		$209K Buy
17,978
+2,351
+15% +$29.2K 0.01% 287
2016
Q4 		$190K Buy
15,627
+4,021
+35% +$48.8K 0.01% 273
2016
Q3 		$140K Buy
11,606
+4,200
+57% +$53K 0.01% 298
2016
Q2 		$93K Sell
7,406
-4,475
-38% -$59K 0.01% 311
2016
Q1 		$160K Buy
11,881
+9,781
+466% +$123K 0.01% 244
2015
Q4 		$30K Sell
2,100
-192
-8% -$2.78K ﹤0.01% 362
2015
Q3 		$31K Buy
+2,292
New +$32.8K ﹤0.01% 326
2014
Q1 		– Sell
-2,613
Closed -$40K – 263
2013
Q4 		$40K Buy
2,613
+311
+14% +$5.21K 0.01% 290
2013
Q3 		$39K Buy
+2,302
New +$38.9K 0.01% 202

Other funds holding F

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Newport Trust Company
Newport Trust Company Washington, District of Columbia $41.5B AUM 16.76% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

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

Carson Wealth (CWM LLC) increased its Ford (F) stake by 0.96% in Q1 2026, buying an estimated $26.5K and bringing the position to 211,042 shares worth $2.44M. The position accounts for 0.01% of the portfolio, ranked #1121.

Carson Wealth (CWM LLC) first reported a position in F in Q3 2013 and has held it in 44 quarters since. The position peaked at $2.74M in Q4 2025. 1,703 funds tracked by Wall St. Rank hold F as of Q1 2026.

  • Carson Wealth (CWM LLC) held 211,042 shares of Ford worth $2.44M as of Q1 2026.
  • Carson Wealth (CWM LLC) bought 2,014 Ford shares in Q1 2026, an estimated $26.5K.
  • Ford made up 0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #1121 holding.
  • Carson Wealth (CWM LLC) first reported a position in Ford in Q3 2013 and has held it in 44 quarters since.
  • Carson Wealth (CWM LLC)'s Ford position peaked at $2.74M in Q4 2025.
  • 1,703 funds tracked by Wall St. Rank held Ford as of Q1 2026.

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