CWM
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Collaborative Wealth Management’s Ford F Stock Holding History

Collaborative 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 		$138K Sell
11,944
-3,682
-24% -$48.5K 0.06% 155
2025
Q4 		$205K Buy
15,626
+2,985
+24% +$38.5K 0.07% 230
2025
Q3 		$151K Sell
12,641
-700
-5% -$8.07K 0.06% 190
2025
Q2 		$145K Buy
+13,341
New +$136K 0.06% 175

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

Collaborative Wealth Management's F Position: Q1 2026 in Review

Collaborative Wealth Management reduced its Ford (F) stake by 24% in Q1 2026, selling an estimated $48.5K and leaving 11,944 shares worth $138K. The position accounts for 0.06% of the portfolio, ranked #155.

Collaborative Wealth Management first reported a position in F in Q2 2025 and has held it in 4 quarters since. The position peaked at $205K in Q4 2025. 1,693 funds tracked by Wall St. Rank hold F as of Q1 2026.

  • Collaborative Wealth Management held 11,944 shares of Ford worth $138K as of Q1 2026.
  • Collaborative Wealth Management sold 3,682 Ford shares in Q1 2026, an estimated $48.5K.
  • Ford made up 0.06% of Collaborative Wealth Management's portfolio in Q1 2026, its #155 holding.
  • Collaborative Wealth Management first reported a position in Ford in Q2 2025 and has held it in 4 quarters since.
  • Collaborative Wealth Management's Ford position peaked at $205K in Q4 2025.
  • 1,693 funds tracked by Wall St. Rank held Ford as of Q1 2026.

Based on Collaborative Wealth Management's 13F filing for Q1 2026, filed 5 May 2026.