Gibbs Wealth Management’s Ford F Stock Holding History

Gibbs Wealth 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	$285K	Buy	24,735 +5,715	+30%	+$75.3K	0.04%	396
2025 Q4	$270K	Sell	19,020 -1,473	-7%	-$19K	0.07%	290
2025 Q3	$245K	Sell	20,493 -2,596	-11%	-$29.9K	0.06%	297
2025 Q2	$251K	Sell	23,089 -1,004	-4%	-$10.2K	0.05%	315
2025 Q1	$242K	Buy	24,093 +7,816	+48%	+$76.3K	0.06%	282
2024 Q4	$161K	Sell	16,277 -405	-2%	-$4.32K	0.04%	283
2024 Q3	$176K	Buy	16,682 +1,211	+8%	+$13.9K	0.06%	253
2024 Q2	$194K	Buy	+15,471	New	+$191K	0.08%	226

Other funds holding F

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

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

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 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 Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

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