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Beacon Financial Advisory’s Ford F Stock Holding History

Beacon Financial Advisory’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 		$241K Sell
20,897
-30
-0.1% -$395 0.05% 355
2025
Q4 		$275K Sell
20,927
-22
-0.1% -$284 0.06% 315
2025
Q3 		$251K Buy
20,949
+137
+0.7% +$1.58K 0.06% 325
2025
Q2 		$226K Buy
20,812
+1,434
+7% +$14.6K 0.06% 322
2025
Q1 		$194K Sell
19,378
-52
-0.3% -$508 0.06% 321
2024
Q4 		$192K Sell
19,430
-142
-0.7% -$1.51K 0.06% 290
2024
Q3 		$207K Sell
19,572
-688
-3% -$7.87K 0.07% 277
2024
Q2 		$254K Buy
20,260
+8,280
+69% +$102K 0.09% 237
2024
Q1 		$159K Sell
11,980
-1,019
-8% -$12.4K 0.08% 231
2023
Q4 		$158K Sell
12,999
-2,605
-17% -$29K 0.08% 239
2023
Q3 		$194K Buy
15,604
+28
+0.2% +$364 0.11% 211
2023
Q2 		$236K Buy
15,576
+59
+0.4% +$746 0.14% 190
2023
Q1 		$196K Buy
15,517
+136
+0.9% +$1.7K 0.12% 198
2022
Q4 		$179K Sell
15,381
-3,960
-20% -$50.9K 0.13% 182
2022
Q3 		$217K Sell
19,341
-2,281
-11% -$31.9K 0.15% 169
2022
Q2 		$241K Sell
21,622
-1,919
-8% -$26.3K 0.14% 187
2022
Q1 		$398K Buy
23,541
+1,421
+6% +$27K 0.19% 147
2021
Q4 		$459K Buy
22,120
+5,381
+32% +$99K 0.21% 136
2021
Q3 		$237K Sell
16,739
-3,610
-18% -$49.1K 0.12% 201
2021
Q2 		$302K Buy
20,349
+117
+0.6% +$1.55K 0.16% 160
2021
Q1 		$248K Hold
20,232
– – 0.14% 183
2020
Q4 		$177K Buy
20,232
+3,851
+24% +$32.2K 0.12% 192
2020
Q3 		$109K Buy
16,381
+501
+3% +$3.39K 0.09% 170
2020
Q2 		$96K Buy
15,880
+4,005
+34% +$22.2K 0.1% 144
2020
Q1 		$57K Sell
11,875
-4,361
-27% -$32.7K 0.07% 132
2019
Q4 		$150K Buy
+16,236
New +$146K 0.13% 159

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

Beacon Financial Advisory's F Position: Q1 2026 in Review

Beacon Financial Advisory reduced its Ford (F) stake by 0.14% in Q1 2026, selling an estimated $395 and leaving 20,897 shares worth $241K. The position accounts for 0.05% of the portfolio, ranked #355.

Beacon Financial Advisory first reported a position in F in Q4 2019 and has held it in 26 quarters since. The position peaked at $459K in Q4 2021. 1,696 funds tracked by Wall St. Rank hold F as of Q1 2026.

  • Beacon Financial Advisory held 20,897 shares of Ford worth $241K as of Q1 2026.
  • Beacon Financial Advisory sold 30 Ford shares in Q1 2026, an estimated $395.
  • Ford made up 0.05% of Beacon Financial Advisory's portfolio in Q1 2026, its #355 holding.
  • Beacon Financial Advisory first reported a position in Ford in Q4 2019 and has held it in 26 quarters since.
  • Beacon Financial Advisory's Ford position peaked at $459K in Q4 2021.
  • 1,696 funds tracked by Wall St. Rank held Ford as of Q1 2026.

Based on Beacon Financial Advisory's 13F filing for Q1 2026, filed 27 Apr 2026.