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
2022
Q3 		– Sell
-1,500
Closed -$1K – 3985
2022
Q2 		$1K Hold
1,500
– – ﹤0.01% 3539
2022
Q1 		$5K Hold
1,500
– – ﹤0.01% 2825
2021
Q4 		$10K Buy
+1,500
New +$27.6K ﹤0.01% 2344
2021
Q2 		$5K Hold
1,500
– – ﹤0.01% 2348
2021
Q1 		$5K Hold
1,500
– – ﹤0.01% 2348
2020
Q4 		$5K Hold
1,500
– – ﹤0.01% 2348
2020
Q3 		$5K Hold
1,500
– – ﹤0.01% 2348
2020
Q2 		$5K Hold
1,500
– – ﹤0.01% 2346
2020
Q1 		$5K Hold
1,500
– – ﹤0.01% 2346
2019
Q4 		$5K Hold
1,500
– – ﹤0.01% 2346
2019
Q3 		$5K Hold
1,500
– – ﹤0.01% 2346
2019
Q2 		$5K Hold
1,500
– – ﹤0.01% 2346
2019
Q1 		$5K Buy
+1,500
New +$12.9K ﹤0.01% 2345

Other funds holding F

BlackRock
BlackRock New York $5.72T AUM 30.48% 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
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Newport Trust Company
Newport Trust Company Washington, District of Columbia $40.7B AUM 24.62% 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 $1.61T AUM 30.72% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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. 1,696 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.
  • 1,696 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.