Creative Planning’s Ford F Stock Holding History

Creative Planning’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 Q4	–	Sell	-1,500	Closed	-$1.36K	–	3969
2025 Q3	$1.36K	Buy	+1,500	New	+$17.3K	﹤0.01%	3888
2023 Q4	–	Sell	-5,000	Closed	-$130	–	2868
2023 Q3	$130	Hold	5,000	–	–	﹤0.01%	2875
2023 Q2	$1.45K	Buy	+5,000	New	+$63.3K	﹤0.01%	2606
2023 Q1	–	Sell	-20,000	Closed	-$200	–	2687
2022 Q4	$200	Hold	20,000	–	–	﹤0.01%	2466
2022 Q3	$1K	Buy	20,000 +15,700	+365%	+$220K	﹤0.01%	2302
2022 Q2	$1K	Sell	4,300 -9,900	-70%	-$136K	﹤0.01%	2266
2022 Q1	$13K	Buy	+14,200	New	+$270K	﹤0.01%	2179
2021 Q4	–	Sell	-5,000	Closed	-$2K	–	2130
2021 Q3	$2K	Hold	5,000	–	–	﹤0.01%	2100
2021 Q2	$5K	Sell	5,000 -2,000	-29%	-$26.6K	﹤0.01%	2032
2021 Q1	$6K	Buy	7,000 +5,000	+250%	+$57.2K	﹤0.01%	2505
2020 Q4	$1K	Buy	+2,000	New	+$16.7K	﹤0.01%	2319
2015 Q4	–	Sell	-3,800	Closed	-$1K	–	4451
2015 Q3	$1K	Buy	+3,800	New	+$54.3K	﹤0.01%	4087
2015 Q2	–	Sell	-2,500	Closed	-$4K	–	1706
2015 Q1	$4K	Sell	2,500 -6,700	-73%	-$106K	﹤0.01%	3625
2014 Q4	$14K	Buy	+9,200	New	+$136K	﹤0.01%	2909
2014 Q3	–	Sell	-4,300	Closed	-$11K	–	4042
2014 Q2	$11K	Sell	4,300 -1,600	-27%	-$26K	﹤0.01%	2816
2014 Q1	$11K	Buy	+5,900	New	+$91.3K	﹤0.01%	2703

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

Creative Planning's F Position: Q1 2026 in Review

Creative Planning increased its Ford (F) stake by 1.5% in Q1 2026, buying an estimated $226K and bringing the position to 1,148,536 shares worth $13.3M. The position accounts for 0.01% of the portfolio, ranked #577.

Creative Planning first reported a position in F in Q2 2013 and has held it in 52 quarters since. The position peaked at $36.2M in Q3 2023. 1,693 funds tracked by Wall St. Rank hold F as of Q1 2026.

Creative Planning held 1,148,536 shares of Ford worth $13.3M as of Q1 2026.
Creative Planning bought 17,183 Ford shares in Q1 2026, an estimated $226K.
Ford made up 0.01% of Creative Planning's portfolio in Q1 2026, its #577 holding.
Creative Planning first reported a position in Ford in Q2 2013 and has held it in 52 quarters since.
Creative Planning's Ford position peaked at $36.2M in Q3 2023.
1,693 funds tracked by Wall St. Rank held Ford as of Q1 2026.

Based on Creative Planning's 13F filing for Q1 2026, filed 12 May 2026.