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Evergreen Wealth Solutions’s Ford F Stock Holding History

Evergreen Wealth Solutions’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 		$515K Buy
44,607
+7,273
+19% +$95.8K 0.04% 248
2025
Q4 		$490K Buy
37,334
+453
+1% +$5.84K 0.07% 125
2025
Q3 		$441K Sell
36,881
-1,245
-3% -$14.3K 0.25% 68
2025
Q2 		$414K Sell
38,126
-2,209
-5% -$22.5K 0.25% 71
2025
Q1 		$405K Sell
40,335
-208
-0.5% -$2.03K 0.27% 67
2024
Q4 		$401K Buy
40,543
+1,325
+3% +$14.1K 0.28% 63
2024
Q3 		$414K Sell
39,218
-14,468
-27% -$166K 0.28% 70
2024
Q2 		$673K Buy
53,686
+9,310
+21% +$115K 0.48% 42
2024
Q1 		$589K Sell
44,376
-4,933
-10% -$59.8K 0.44% 51
2023
Q4 		$601K Buy
49,309
+1,076
+2% +$12K 0.51% 46
2023
Q3 		$599K Buy
48,233
+5,395
+13% +$70K 0.6% 46
2023
Q2 		$648K Sell
42,838
-2,170
-5% -$27.5K 0.65% 44
2023
Q1 		$567K Buy
45,008
+499
+1% +$6.25K 0.66% 49
2022
Q4 		$518K Buy
44,509
+3,841
+9% +$49.3K 0.68% 44
2022
Q3 		$455K Buy
40,668
+5,262
+15% +$73.6K 0.65% 49
2022
Q2 		$394K Buy
+35,406
New +$485K 0.48% 64

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

Evergreen Wealth Solutions's F Position: Q1 2026 in Review

Evergreen Wealth Solutions increased its Ford (F) stake by 19% in Q1 2026, buying an estimated $95.8K and bringing the position to 44,607 shares worth $515K. The position accounts for 0.04% of the portfolio, ranked #248.

Evergreen Wealth Solutions first reported a position in F in Q2 2022 and has held it in 16 quarters since. The position peaked at $673K in Q2 2024. 1,693 funds tracked by Wall St. Rank hold F as of Q1 2026.

  • Evergreen Wealth Solutions held 44,607 shares of Ford worth $515K as of Q1 2026.
  • Evergreen Wealth Solutions bought 7,273 Ford shares in Q1 2026, an estimated $95.8K.
  • Ford made up 0.04% of Evergreen Wealth Solutions's portfolio in Q1 2026, its #248 holding.
  • Evergreen Wealth Solutions first reported a position in Ford in Q2 2022 and has held it in 16 quarters since.
  • Evergreen Wealth Solutions's Ford position peaked at $673K in Q2 2024.
  • 1,693 funds tracked by Wall St. Rank held Ford as of Q1 2026.

Based on Evergreen Wealth Solutions's 13F filing for Q1 2026, filed 15 May 2026.