Crestmont Private Wealth’s Ford F Stock Holding History

Crestmont Private Wealth’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	$130K	Sell	11,283 -15	-0.1%	-$198	0.04%	104
2025 Q4	$148K	Hold	11,298	–	–	0.05%	94
2025 Q3	$135K	Buy	11,298 +227	+2%	+$2.62K	0.04%	94
2025 Q2	$120K	Sell	11,071 -201	-2%	-$2.05K	0.04%	82
2025 Q1	$113K	Sell	11,272 -3,779	-25%	-$36.9K	0.05%	76
2024 Q4	$149K	Sell	15,051 -133	-0.9%	-$1.42K	0.07%	75
2024 Q3	$160K	Buy	15,184 +366	+2%	+$4.19K	0.07%	117
2024 Q2	$186K	Buy	+14,818	New	+$183K	0.09%	84
2022 Q2	–	Sell	-69	Closed	-$1K	–	30
2022 Q1	$1K	Hold	69	–	–	﹤0.01%	51
2021 Q4	$1K	Buy	+69	New	+$1.27K	﹤0.01%	40

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

Crestmont Private Wealth's F Position: Q1 2026 in Review

Crestmont Private Wealth reduced its Ford (F) stake by 0.13% in Q1 2026, selling an estimated $198 and leaving 11,283 shares worth $130K. The position accounts for 0.04% of the portfolio, ranked #104.

Crestmont Private Wealth first reported a position in F in Q4 2021 and has held it in 10 quarters since. The position peaked at $186K in Q2 2024. 1,693 funds tracked by Wall St. Rank hold F as of Q1 2026.

Crestmont Private Wealth held 11,283 shares of Ford worth $130K as of Q1 2026.
Crestmont Private Wealth sold 15 Ford shares in Q1 2026, an estimated $198.
Ford made up 0.04% of Crestmont Private Wealth's portfolio in Q1 2026, its #104 holding.
Crestmont Private Wealth first reported a position in Ford in Q4 2021 and has held it in 10 quarters since.
Crestmont Private Wealth's Ford position peaked at $186K in Q2 2024.
1,693 funds tracked by Wall St. Rank held Ford as of Q1 2026.

Based on Crestmont Private Wealth's 13F filing for Q1 2026, filed 8 May 2026.