CPL
F icon

Capital & Planning LLC’s Ford F Stock Holding History

Capital & Planning LLC’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 		$95.3K Buy
+8,260
New +$109K 0.06% 48
2025
Q1 		– Sell
-8,260
Closed -$81.8K – 82
2024
Q4 		$81.8K Buy
+8,260
New +$88.1K 0.06% 42

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
Newport Trust Company
Newport Trust Company Washington, District of Columbia $41.5B AUM 16.76% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Capital & Planning LLC's F Position: Q1 2026 in Review

Capital & Planning LLC opened a new position in Ford (F) in Q1 2026: 8,260 shares worth $95.3K. The stake represents 0.06% of the portfolio and ranks #48 among its holdings. This is a return to the name: Capital & Planning LLC previously reported a position in F as recently as Q4 2024.

Capital & Planning LLC first reported a position in F in Q4 2024 and has held it in 2 quarters since. 1,706 funds tracked by Wall St. Rank hold F as of Q1 2026.

  • Capital & Planning LLC held 8,260 shares of Ford worth $95.3K as of Q1 2026.
  • Ford was a new Capital & Planning LLC position in Q1 2026.
  • Ford made up 0.06% of Capital & Planning LLC's portfolio in Q1 2026, its #48 holding.
  • Capital & Planning LLC first reported a position in Ford in Q4 2024 and has held it in 2 quarters since.
  • 1,706 funds tracked by Wall St. Rank held Ford as of Q1 2026.

Based on Capital & Planning LLC's 13F filing for Q1 2026, filed 18 May 2026.