BWM
F icon

BCS Wealth Management’s Ford F Stock Holding History

BCS Wealth Management’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 		– Sell
-13,292
Closed -$174K – 283
2025
Q4 		$174K Buy
+13,292
New +$171K 0.02% 351
2024
Q2 		– Sell
-10,466
Closed -$139K – 167
2024
Q1 		$139K Sell
10,466
-1,811
-15% -$22K 0.04% 232
2023
Q4 		$150K Buy
12,277
+1,996
+19% +$22.2K 0.06% 218
2023
Q3 		$128K Buy
+10,281
New +$133K 0.05% 196
2021
Q4 		– Sell
-11,519
Closed -$163K – 200
2021
Q3 		$163K Buy
+11,519
New +$157K 0.07% 170

Other funds holding F

BlackRock
BlackRock New York $5.7T 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 $653B AUM 32.41% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return