Drexel Morgan & Co’s Ford F Stock Holding History

Drexel Morgan & Co’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	$24.2M	Hold	2,100,000	–	–	3.55%	9
2025 Q4	$27.6M	Hold	2,100,000	–	–	4.31%	9
2025 Q3	$25.1M	Hold	2,100,000	–	–	3.94%	9
2025 Q2	$22.8M	Hold	2,100,000	–	–	4.05%	9
2025 Q1	$21.1M	Hold	2,100,000	–	–	4.42%	8
2024 Q4	$20.8M	Hold	2,100,000	–	–	4.29%	8
2024 Q3	$22.2M	Buy	2,100,000 +500,000	+31%	+$5.72M	4.12%	8
2024 Q2	$20.1M	Hold	1,600,000	–	–	4.3%	8
2024 Q1	$21.2M	Buy	1,600,000 +500,000	+45%	+$6.06M	4.37%	8
2023 Q4	$13.4M	Buy	1,100,000 +100,000	+10%	+$1.11M	3.1%	9
2023 Q3	$12.4M	Hold	1,000,000	–	–	3.38%	9
2023 Q2	$15.1M	Hold	1,000,000	–	–	3.92%	9
2023 Q1	$12.6M	Hold	1,000,000	–	–	3.18%	9
2022 Q4	$11.6M	Hold	1,000,000	–	–	2.39%	11
2022 Q3	$11.2M	Hold	1,000,000	–	–	2.69%	11
2022 Q2	$11.1M	Buy	1,000,000 +500,000	+100%	+$6.85M	3.06%	10
2022 Q1	$8.46M	Hold	500,000	–	–	2.46%	10
2021 Q4	$10.4M	Hold	500,000	–	–	3%	6
2021 Q3	$7.08M	Sell	500,000 -4,000	-0.8%	-$54.4K	2.27%	10
2021 Q2	$7.49M	Hold	504,000	–	–	2.21%	12
2021 Q1	$6.17M	Hold	504,000	–	–	1.56%	16
2020 Q4	$4.43M	Hold	504,000	–	–	1.21%	19
2020 Q3	$3.36M	Buy	504,000 +200,000	+66%	+$1.35M	1.18%	29
2020 Q2	$1.85M	Hold	304,000	–	–	0.7%	36
2020 Q1	$1.47M	Buy	+304,000	New	+$2.28M	0.57%	40
2017 Q2	–	Sell	-80,875	Closed	-$942K	–	89
2017 Q1	$942K	Buy	+80,875	New	+$1M	1.04%	38

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

Drexel Morgan & Co's F Position: Q1 2026 in Review

Drexel Morgan & Co held its Ford (F) position steady in Q1 2026 at 2,100,000 shares worth $24.2M. The position accounts for 3.55% of the portfolio, ranked #9.

Drexel Morgan & Co first reported a position in F in Q1 2017 and has held it in 26 quarters since. The position peaked at $27.6M in Q4 2025. 1,693 funds tracked by Wall St. Rank hold F as of Q1 2026.

Drexel Morgan & Co held 2,100,000 shares of Ford worth $24.2M as of Q1 2026.
Drexel Morgan & Co left its Ford share count unchanged in Q1 2026.
Ford made up 3.55% of Drexel Morgan & Co's portfolio in Q1 2026, its #9 holding.
Drexel Morgan & Co first reported a position in Ford in Q1 2017 and has held it in 26 quarters since.
Drexel Morgan & Co's Ford position peaked at $27.6M in Q4 2025.
1,693 funds tracked by Wall St. Rank held Ford as of Q1 2026.

Based on Drexel Morgan & Co's 13F filing for Q1 2026, filed 11 May 2026.