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PENSION & WEALTH MANAGEMENT ADVISORS, INC.’s Ford F Stock Holding History

PENSION & WEALTH MANAGEMENT ADVISORS, INC.’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 		– Sell
-106
Closed -$1.39K – 539
2025
Q4 		$1.39K Hold
106
– – ﹤0.01% 487
2025
Q3 		$1.27K Hold
106
– – ﹤0.01% 500
2025
Q2 		$1.15K Sell
106
-209
-66% -$2.13K ﹤0.01% 455
2025
Q1 		$3.16K Buy
315
+7
+2% +$68 ﹤0.01% 402
2024
Q4 		$3.06K Buy
308
+2
+0.7% +$21 ﹤0.01% 417
2024
Q3 		$3.23K Buy
306
+3
+1% +$34 ﹤0.01% 327
2024
Q2 		$3.81K Buy
303
+102
+51% +$1.26K ﹤0.01% 311
2024
Q1 		$2.67K Buy
201
+5
+3% +$61 ﹤0.01% 315
2023
Q4 		$2.39K Buy
196
+190
+3,167% +$2.11K ﹤0.01% 289
2023
Q3 		$75 Hold
6
– – ﹤0.01% 261
2023
Q2 		$91 Hold
6
– – ﹤0.01% 264
2023
Q1 		$76 Hold
6
– – ﹤0.01% 315
2022
Q4 		$70 Buy
+6
New +$77 ﹤0.01% 258

Other funds holding F

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 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

PENSION & WEALTH MANAGEMENT ADVISORS, INC.'s F Position: Q1 2026 in Review

PENSION & WEALTH MANAGEMENT ADVISORS, INC. sold out of Ford (F) in Q1 2026, closing a stake of 106 shares — an estimated $1.39K sold.

PENSION & WEALTH MANAGEMENT ADVISORS, INC. first reported a position in F in Q4 2022 and held it in 13 quarters. The position peaked at $3.81K in Q2 2024. 1,698 funds tracked by Wall St. Rank hold F as of Q1 2026.

  • PENSION & WEALTH MANAGEMENT ADVISORS, INC. reported no remaining Ford position as of Q1 2026 after selling out during the quarter.
  • PENSION & WEALTH MANAGEMENT ADVISORS, INC. sold 106 Ford shares in Q1 2026, an estimated $1.39K.
  • PENSION & WEALTH MANAGEMENT ADVISORS, INC. first reported a position in Ford in Q4 2022 and held it in 13 quarters.
  • PENSION & WEALTH MANAGEMENT ADVISORS, INC.'s Ford position peaked at $3.81K in Q2 2024.
  • 1,698 funds tracked by Wall St. Rank held Ford as of Q1 2026.

Based on PENSION & WEALTH MANAGEMENT ADVISORS, INC.'s 13F filing for Q1 2026, filed 7 Aug 2026.