CWM
F icon

Compass Wealth Management’s Ford F Stock Holding History

Compass 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
2025
Q2 		– Sell
-250
Closed -$2.51K – 228
2025
Q1 		$2.51K Hold
250
– – ﹤0.01% 397
2024
Q4 		$2.48K Hold
250
– – ﹤0.01% 375
2024
Q3 		$2.64K Hold
250
– – ﹤0.01% 379
2024
Q2 		$3.13K Hold
250
– – ﹤0.01% 382
2024
Q1 		$3.32K Hold
250
– – ﹤0.01% 370
2023
Q4 		$3.05K Hold
250
– – ﹤0.01% 365
2023
Q3 		$3.1K Sell
250
-250
-50% -$3.25K ﹤0.01% 376
2023
Q2 		$7.57K Hold
500
– – ﹤0.01% 368
2023
Q1 		$6.3K Hold
500
– – ﹤0.01% 376
2022
Q4 		$5.82K Buy
+500
New +$6.42K ﹤0.01% 377

Other funds holding F

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
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
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
Pacer Advisors
Pacer Advisors Malvern, Pennsylvania $39.3B AUM 27.96% 1-Year Est. Return

Compass Wealth Management's F Position: Q2 2025 in Review

Compass Wealth Management sold out of Ford (F) in Q2 2025, closing a stake of 250 shares — an estimated $2.51K sold.

Compass Wealth Management first reported a position in F in Q4 2022 and held it in 10 quarters. The position peaked at $7.57K in Q2 2023. 1,594 funds tracked by Wall St. Rank hold F as of Q2 2025.

  • Compass Wealth Management reported no remaining Ford position as of Q2 2025 after selling out during the quarter.
  • Compass Wealth Management sold 250 Ford shares in Q2 2025, an estimated $2.51K.
  • Compass Wealth Management first reported a position in Ford in Q4 2022 and held it in 10 quarters.
  • Compass Wealth Management's Ford position peaked at $7.57K in Q2 2023.
  • 1,594 funds tracked by Wall St. Rank held Ford as of Q2 2025.

Based on Compass Wealth Management's 13F filing for Q2 2025, filed 8 Aug 2025.