Carson Wealth (CWM LLC)
WFRD icon

Carson Wealth (CWM LLC)’s Weatherford International WFRD Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio WFRD Stock Details WFRD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$742K Buy
7,845
+134
+2% +$12.6K ﹤0.01% 1737
2025
Q4 		$603K Buy
7,711
+170
+2% +$12.3K ﹤0.01% 1803
2025
Q3 		$516K Buy
7,541
+884
+13% +$52.5K ﹤0.01% 1780
2025
Q2 		$335K Buy
6,657
+5,136
+338% +$239K ﹤0.01% 1792
2025
Q1 		$81K Buy
1,521
+1,164
+326% +$73.8K ﹤0.01% 2602
2024
Q4 		$26K Sell
357
-2,433
-87% -$200K ﹤0.01% 3269
2024
Q3 		$237K Buy
2,790
+2,238
+405% +$241K ﹤0.01% 1673
2024
Q2 		$68K Buy
552
+235
+74% +$28.1K ﹤0.01% 2251
2024
Q1 		$37K Buy
317
+5
+2% +$507 ﹤0.01% 2508
2023
Q4 		$31K Buy
312
+185
+146% +$17.2K ﹤0.01% 2500
2023
Q3 		$11K Buy
127
+78
+159% +$6.59K ﹤0.01% 3106
2023
Q2 		$3K Buy
49
+18
+58% +$1.11K ﹤0.01% 3716
2023
Q1 		$2K Buy
+31
New +$1.82K ﹤0.01% 3716

Other funds holding WFRD

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
SHCM
Sachem Head Capital Management New York $4.82B AUM 73.38% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $36.7B AUM 74.15% 1-Year Est. Return

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

Carson Wealth (CWM LLC) increased its Weatherford International (WFRD) stake by 1.7% in Q1 2026, buying an estimated $12.6K and bringing the position to 7,845 shares worth $742K. The position accounts for ﹤0.01% of the portfolio, ranked #1737.

Carson Wealth (CWM LLC) first reported a position in WFRD in Q1 2023 and has held it in 13 quarters since. 437 funds tracked by Wall St. Rank hold WFRD as of Q1 2026.

  • Carson Wealth (CWM LLC) held 7,845 shares of Weatherford International worth $742K as of Q1 2026.
  • Carson Wealth (CWM LLC) bought 134 Weatherford International shares in Q1 2026, an estimated $12.6K.
  • Weatherford International made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #1737 holding.
  • Carson Wealth (CWM LLC) first reported a position in Weatherford International in Q1 2023 and has held it in 13 quarters since.
  • 437 funds tracked by Wall St. Rank held Weatherford International as of Q1 2026.

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