FFM
F icon

Forum Financial Management’s Ford F Stock Holding History

Forum Financial Management’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
-79,081
Closed -$1.04M – 562
2025
Q4 		$1.04M Buy
79,081
+1,175
+2% +$15.1K 0.01% 243
2025
Q3 		$932K Buy
77,906
+8,811
+13% +$102K 0.01% 256
2025
Q2 		$750K Buy
69,095
+396
+0.6% +$4.03K 0.01% 283
2025
Q1 		$689K Buy
68,699
+31
+0% +$303 0.01% 278
2024
Q4 		$680K Buy
68,668
+14,474
+27% +$154K 0.01% 291
2024
Q3 		$572K Sell
54,194
-630
-1% -$7.21K 0.01% 291
2024
Q2 		$687K Buy
54,824
+77
+0.1% +$952 0.01% 230
2024
Q1 		$727K Sell
54,747
-1,308
-2% -$15.9K 0.01% 242
2023
Q4 		$683K Sell
56,055
-428
-0.8% -$4.76K 0.01% 219
2023
Q3 		$702K Sell
56,483
-2,664
-5% -$34.6K 0.02% 213
2023
Q2 		$895K Buy
59,147
+3,288
+6% +$41.6K 0.02% 172
2023
Q1 		$704K Buy
55,859
+120
+0.2% +$1.5K 0.02% 192
2022
Q4 		$648K Sell
55,739
-1,600
-3% -$20.6K 0.02% 200
2022
Q3 		$642K Buy
57,339
+409
+0.7% +$5.72K 0.03% 174
2022
Q2 		$634K Buy
56,930
+1,412
+3% +$19.3K 0.03% 191
2022
Q1 		$938K Buy
55,518
+365
+0.7% +$6.94K 0.05% 133
2021
Q4 		$1.15M Buy
+55,153
New +$1.01M 0.06% 111

Other funds holding F

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Newport Trust Company
Newport Trust Company Washington, District of Columbia $41.5B AUM 16.76% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Forum Financial Management's F Position: Q1 2026 in Review

Forum Financial Management sold out of Ford (F) in Q1 2026, closing a stake of 79,081 shares — an estimated $1.04M sold.

Forum Financial Management first reported a position in F in Q4 2021 and held it in 17 quarters. The position peaked at $1.15M in Q4 2021. 1,706 funds tracked by Wall St. Rank hold F as of Q1 2026.

  • Forum Financial Management reported no remaining Ford position as of Q1 2026 after selling out during the quarter.
  • Forum Financial Management sold 79,081 Ford shares in Q1 2026, an estimated $1.04M.
  • Forum Financial Management first reported a position in Ford in Q4 2021 and held it in 17 quarters.
  • Forum Financial Management's Ford position peaked at $1.15M in Q4 2021.
  • 1,706 funds tracked by Wall St. Rank held Ford as of Q1 2026.

Based on Forum Financial Management's 13F filing for Q1 2026, filed 23 Apr 2026.