Concurrent Investment Advisors’s Ford F Stock Holding History

Concurrent Investment Advisors’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	$2.53M	Sell	257,344 -11,794	-4%	-$155K	0.03%	540
2025 Q4	$3.02M	Buy	269,138 +19,440	+8%	+$251K	0.03%	458
2025 Q3	$2.53M	Buy	249,698 +29,611	+13%	+$341K	0.04%	399
2025 Q2	$1.97M	Buy	220,087 +13,086	+6%	+$133K	0.04%	434
2025 Q1	$1.7M	Buy	207,001 +41,783	+25%	+$408K	0.04%	403
2024 Q4	$1.26M	Sell	165,218 -2,548	-2%	-$27.2K	0.03%	434
2024 Q3	$1.37M	Sell	167,766 -41,227	-20%	-$472K	0.04%	393
2024 Q2	$2.14M	Sell	208,993 -35,022	-14%	-$433K	0.07%	257
2024 Q1	$2.72M	Buy	244,015 +1,483	+0.6%	+$18K	0.11%	193
2023 Q4	$2.49M	Buy	+242,532	New	+$2.7M	0.12%	189

Other funds holding F

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

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 Washington, District of Columbia $40.7B AUM 24.62% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Concurrent Investment Advisors's F Position: Q1 2026 in Review

Concurrent Investment Advisors reduced its Ford (F) stake by 4.4% in Q1 2026, selling an estimated $155K and leaving 257,344 shares worth $2.53M. The position accounts for 0.03% of the portfolio, ranked #540.

Concurrent Investment Advisors first reported a position in F in Q4 2023 and has held it in 10 quarters since. The position peaked at $3.02M in Q4 2025. 1,694 funds tracked by Wall St. Rank hold F as of Q1 2026.

Concurrent Investment Advisors held 257,344 shares of Ford worth $2.53M as of Q1 2026.
Concurrent Investment Advisors sold 11,794 Ford shares in Q1 2026, an estimated $155K.
Ford made up 0.03% of Concurrent Investment Advisors's portfolio in Q1 2026, its #540 holding.
Concurrent Investment Advisors first reported a position in Ford in Q4 2023 and has held it in 10 quarters since.
Concurrent Investment Advisors's Ford position peaked at $3.02M in Q4 2025.
1,694 funds tracked by Wall St. Rank held Ford as of Q1 2026.

Based on Concurrent Investment Advisors's 13F filing for Q1 2026, filed 21 Apr 2026.