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Connecticut Wealth Management’s Ford F Stock Holding History

Connecticut 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 		– Sell
-11,547
Closed -$151K – 330
2025
Q4 		$151K Hold
11,547
– – 0.01% 316
2025
Q3 		$138K Hold
11,547
– – 0.01% 316
2025
Q2 		$125K Sell
11,547
-286
-2% -$2.91K 0.01% 307
2025
Q1 		$119K Buy
+11,833
New +$116K 0.01% 302

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

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

Connecticut Wealth Management sold out of Ford (F) in Q1 2026, closing a stake of 11,547 shares — an estimated $151K sold.

Connecticut Wealth Management first reported a position in F in Q1 2025 and held it in 4 quarters. The position peaked at $151K in Q4 2025. 1,696 funds tracked by Wall St. Rank hold F as of Q1 2026.

  • Connecticut Wealth Management reported no remaining Ford position as of Q1 2026 after selling out during the quarter.
  • Connecticut Wealth Management sold 11,547 Ford shares in Q1 2026, an estimated $151K.
  • Connecticut Wealth Management first reported a position in Ford in Q1 2025 and held it in 4 quarters.
  • Connecticut Wealth Management's Ford position peaked at $151K in Q4 2025.
  • 1,696 funds tracked by Wall St. Rank held Ford as of Q1 2026.

Based on Connecticut Wealth Management's 13F filing for Q1 2026, filed 1 May 2026.