Helium Advisors’s Ford F Stock Holding History

Helium Advisors’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	$184K	Sell	15,930 -610	-4%	-$8.03K	0.17%	92
2025 Q4	$217K	Buy	16,540 +15	+0.1%	+$193	0.22%	78
2025 Q3	$198K	Sell	16,525 -983	-6%	-$11.3K	0.17%	88
2025 Q2	$190K	Sell	17,508 -612	-3%	-$6.23K	0.12%	105
2025 Q1	$182K	Sell	18,120 -8,481	-32%	-$82.8K	0.13%	100
2024 Q4	$263K	Buy	+26,601	New	+$284K	0.21%	76

Other funds holding F

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

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

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

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

Helium Advisors's F Position: Q1 2026 in Review

Helium Advisors reduced its Ford (F) stake by 3.7% in Q1 2026, selling an estimated $8.03K and leaving 15,930 shares worth $184K. The position accounts for 0.17% of the portfolio, ranked #92.

Helium Advisors first reported a position in F in Q4 2024 and has held it in 6 quarters since. The position peaked at $263K in Q4 2024. 1,693 funds tracked by Wall St. Rank hold F as of Q1 2026.

Helium Advisors held 15,930 shares of Ford worth $184K as of Q1 2026.
Helium Advisors sold 610 Ford shares in Q1 2026, an estimated $8.03K.
Ford made up 0.17% of Helium Advisors's portfolio in Q1 2026, its #92 holding.
Helium Advisors first reported a position in Ford in Q4 2024 and has held it in 6 quarters since.
Helium Advisors's Ford position peaked at $263K in Q4 2024.
1,693 funds tracked by Wall St. Rank held Ford as of Q1 2026.

Based on Helium Advisors's 13F filing for Q1 2026, filed 5 May 2026.