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Bernard Wealth Management’s Ford F Stock Holding History

Bernard 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
Q2 		$109K Buy
7,857
+295
+4% +$3.98K 0.04% 98
2026
Q1 		$87.3K Buy
7,562
+10
+0.1% +$132 0.04% 103
2025
Q4 		$99.1K Buy
7,552
+848
+13% +$10.9K 0.04% 96
2025
Q3 		$80.2K Sell
6,704
-2,471
-27% -$28.5K 0.03% 109
2025
Q2 		$99.5K Sell
9,175
-1,411
-13% -$14.4K 0.05% 89
2025
Q1 		$106K Buy
10,586
+98
+0.9% +$957 0.05% 81
2024
Q4 		$104K Buy
+10,488
New +$112K 0.05% 82

Other funds holding F

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Newport Trust Company
Newport Trust Company Washington, District of Columbia $41.5B AUM 16.76% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM

Bernard Wealth Management's F Position: Q2 2026 in Review

Bernard Wealth Management increased its Ford (F) stake by 3.9% in Q2 2026, buying an estimated $3.98K and bringing the position to 7,857 shares worth $109K. The position accounts for 0.04% of the portfolio, ranked #98.

Bernard Wealth Management first reported a position in F in Q4 2024 and has held it in 7 quarters since. 1,731 funds tracked by Wall St. Rank hold F as of Q2 2026.

  • Bernard Wealth Management held 7,857 shares of Ford worth $109K as of Q2 2026.
  • Bernard Wealth Management bought 295 Ford shares in Q2 2026, an estimated $3.98K.
  • Ford made up 0.04% of Bernard Wealth Management's portfolio in Q2 2026, its #98 holding.
  • Bernard Wealth Management first reported a position in Ford in Q4 2024 and has held it in 7 quarters since.
  • 1,731 funds tracked by Wall St. Rank held Ford as of Q2 2026.

Based on Bernard Wealth Management's 13F filing for Q2 2026, filed 21 Aug 2026.