Carson Wealth (CWM LLC)
SFD

Carson Wealth (CWM LLC)’s Smithfield Foods SFD Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio SFD Stock Details SFD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$385K Buy
13,753
+12,376
+899% +$298K ﹤0.01% 2215
2025
Q4 		$31K Sell
1,377
-278
-17% -$6.12K ﹤0.01% 3943
2025
Q3 		$39K Buy
1,655
+371
+29% +$9.07K ﹤0.01% 3728
2025
Q2 		$30K Buy
+1,284
New +$28.4K ﹤0.01% 3660

Other funds holding SFD

Two Sigma Investments
Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Jacobs Levy Equity Management
Jacobs Levy Equity Management Florham Park, New Jersey $23.8B AUM 25.4% 1-Year Est. Return
Qube Research & Technologies (QRT)
Qube Research & Technologies (QRT) London, United Kingdom $89.9B AUM 20.22% 1-Year Est. Return
FSC
Fourth Sail Capital Camana Bay Grand Cayman, Cayman Islands $608M AUM 48.69% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

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

Carson Wealth (CWM LLC) increased its Smithfield Foods (SFD) stake by 899% in Q1 2026, buying an estimated $298K and bringing the position to 13,753 shares worth $385K. The position accounts for ﹤0.01% of the portfolio, ranked #2215.

Carson Wealth (CWM LLC) first reported a position in SFD in Q2 2025 and has held it in 4 quarters since. 243 funds tracked by Wall St. Rank hold SFD as of Q1 2026.

  • Carson Wealth (CWM LLC) held 13,753 shares of Smithfield Foods worth $385K as of Q1 2026.
  • Carson Wealth (CWM LLC) bought 12,376 Smithfield Foods shares in Q1 2026, an estimated $298K.
  • Smithfield Foods made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #2215 holding.
  • Carson Wealth (CWM LLC) first reported a position in Smithfield Foods in Q2 2025 and has held it in 4 quarters since.
  • 243 funds tracked by Wall St. Rank held Smithfield Foods as of Q1 2026.

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