F/M Investments’s Ford F Stock Holding History

F/M Investments’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 Q1	–	Sell	-125,568	Closed	-$1.24M	–	396
2024 Q4	$1.24M	Buy	125,568 +21,288	+20%	+$227K	0.05%	272
2024 Q3	$1.1M	Sell	104,280 -7,905	-7%	-$90.4K	0.03%	257
2024 Q2	$1.42M	Buy	+112,185	New	+$1.39M	0.05%	238
2023 Q3	–	Sell	-16,696	Closed	-$253K	–	76
2023 Q2	$253K	Sell	16,696 -190,836	-92%	-$2.41M	0.19%	60
2023 Q1	$2.61M	Buy	207,532 +11,243	+6%	+$141K	2.64%	10
2022 Q4	$2.28M	Sell	196,289 -15,013	-7%	-$193K	2.76%	10
2022 Q3	$2.37M	Buy	+211,302	New	+$2.96M	3.84%	8
2022 Q2	–	Sell	-224,797	Closed	-$3.8M	–	72
2022 Q1	$3.8M	Buy	224,797 +3,917	+2%	+$74.5K	3.06%	7
2021 Q4	$4.59M	Sell	220,880 -10,581	-5%	-$195K	3.36%	7
2021 Q3	$3.28M	Buy	+231,461	New	+$3.15M	2.34%	9
2021 Q1	–	Sell	-14,412	Closed	-$127K	–	89
2020 Q4	$127K	Buy	+14,412	New	+$121K	0.11%	63

Other funds holding F

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Newport Trust Company

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

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Pacer Advisors Malvern, Pennsylvania $34.9B AUM 18.19% 1-Year Est. Return

Dimensional Fund Advisors

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM