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
2019 Q1	–	Sell	-24,400	Closed	-$8K	–	2018
2018 Q4	$8K	Buy	24,400 +2,400	+11%	+$21.4K	﹤0.01%	1849
2018 Q3	$1K	Buy	22,000 +500	+2%	+$5K	﹤0.01%	2053
2018 Q2	$1K	Hold	21,500	–	–	﹤0.01%	2018
2018 Q1	$3K	Buy	+21,500	New	+$243K	﹤0.01%	1969
2017 Q2	–	Sell	-12,500	Closed	-$2K	–	4671
2017 Q1	$2K	Hold	12,500	–	–	﹤0.01%	4277
2016 Q4	$4K	Buy	+12,500	New	+$152K	﹤0.01%	4043

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.