Institute for Wealth Management’s Ford F Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $605K | Sell |
43,521
-64
| -0.1% | -$863 | 0.05% | 290 |
|
|
2026
Q1 | $503K | Sell |
43,585
-498
| -1% | -$6.56K | 0.05% | 317 |
|
|
2025
Q4 | $578K | Sell |
44,083
-3,302
| -7% | -$42.6K | 0.06% | 276 |
|
|
2025
Q3 | $567K | Sell |
47,385
-89
| -0.2% | -$1.03K | 0.06% | 298 |
|
|
2025
Q2 | $515K | Sell |
47,474
-1,436
| -3% | -$14.6K | 0.06% | 308 |
|
|
2025
Q1 | $491K | Sell |
48,910
-8,049
| -14% | -$78.6K | 0.06% | 292 |
|
|
2024
Q4 | $564K | Sell |
56,959
-4,000
| -7% | -$42.7K | 0.07% | 265 |
|
|
2024
Q3 | $644K | Sell |
60,959
-186
| -0.3% | -$2.13K | 0.08% | 246 |
|
|
2024
Q2 | $767K | Buy |
61,145
+12
| +0% | +$148 | 0.1% | 206 |
|
|
2024
Q1 | $812K | Buy |
61,133
+104
| +0.2% | +$1.26K | 0.1% | 201 |
|
|
2023
Q4 | $744K | Sell |
61,029
-1,161
| -2% | -$12.9K | 0.12% | 201 |
|
|
2023
Q3 | $772K | Sell |
62,190
-4,441
| -7% | -$57.7K | 0.14% | 182 |
|
|
2023
Q2 | $1.01M | Buy |
66,631
+604
| +0.9% | +$7.64K | 0.17% | 145 |
|
|
2023
Q1 | $832K | Buy |
66,027
+2,569
| +4% | +$32.2K | 0.16% | 164 |
|
|
2022
Q4 | $738K | Sell |
63,458
-2,066
| -3% | -$26.5K | 0.16% | 187 |
|
|
2022
Q3 | $734K | Buy |
65,524
+410
| +0.6% | +$5.74K | 0.16% | 166 |
|
|
2022
Q2 | $725K | Sell |
65,114
-785
| -1% | -$10.7K | 0.14% | 180 |
|
|
2022
Q1 | $1.11M | Sell |
65,899
-711
| -1% | -$13.5K | 0.18% | 139 |
|
|
2021
Q4 | $1.38M | Sell |
66,610
-26
| -0% | -$478 | 0.23% | 113 |
|
|
2021
Q3 | $944K | Sell |
66,636
-1,528
| -2% | -$20.8K | 0.17% | 158 |
|
|
2021
Q2 | $1.01M | Buy |
68,164
+4,039
| +6% | +$53.7K | 0.18% | 148 |
|
|
2021
Q1 | $786K | Buy |
64,125
+5,573
| +10% | +$63.8K | 0.15% | 182 |
|
|
2020
Q4 | $515K | Buy |
58,552
+18,245
| +45% | +$153K | 0.1% | 247 |
|
|
2020
Q3 | $268K | Sell |
40,307
-17,331
| -30% | -$117K | 0.06% | 340 |
|
|
2020
Q2 | $350K | Sell |
57,638
-7,813
| -12% | -$43.3K | 0.09% | 299 |
|
|
2020
Q1 | $316K | Sell |
65,451
-2,361
| -3% | -$17.7K | 0.1% | 271 |
|
|
2019
Q4 | $631K | Sell |
67,812
-13,660
| -17% | -$123K | 0.14% | 212 |
|
|
2019
Q3 | $746K | Sell |
81,472
-4,042
| -5% | -$38.4K | 0.19% | 158 |
|
|
2019
Q2 | $875K | Sell |
85,514
-555
| -0.6% | -$5.47K | 0.19% | 151 |
|
|
2019
Q1 | $755K | Buy |
+86,069
| New | +$739K | 0.16% | 169 |
|
|
2018
Q4 | – | Sell |
-113,447
| Closed | -$1.06M | – | 289 |
|
|
2018
Q3 | $1.06M | Sell |
113,447
-75,983
| -40% | -$760K | 0.36% | 97 |
|
|
2018
Q2 | $2.09M | Buy |
189,430
+14,589
| +8% | +$167K | 0.67% | 41 |
|
|
2018
Q1 | $1.96M | Buy |
174,841
+35,787
| +26% | +$404K | 0.58% | 45 |
|
|
2017
Q4 | $1.63M | Buy |
139,054
+4,104
| +3% | +$50.5K | 0.38% | 79 |
|
|
2017
Q3 | $1.62M | Buy |
134,950
+24,588
| +22% | +$277K | 0.53% | 56 |
|
|
2017
Q2 | $1.23M | Buy |
+110,362
| New | +$1.23M | 0.34% | 81 |
|
Other funds holding F
Institute for Wealth Management's F Position: Q2 2026 in Review
Institute for Wealth Management reduced its Ford (F) stake by 0.15% in Q2 2026, selling an estimated $863 and leaving 43,521 shares worth $605K. The position accounts for 0.05% of the portfolio, ranked #290.
Institute for Wealth Management first reported a position in F in Q2 2017 and has held it in 36 quarters since. The position peaked at $2.09M in Q2 2018. 1,731 funds tracked by Wall St. Rank hold F as of Q2 2026.
- Institute for Wealth Management held 43,521 shares of Ford worth $605K as of Q2 2026.
- Institute for Wealth Management sold 64 Ford shares in Q2 2026, an estimated $863.
- Ford made up 0.05% of Institute for Wealth Management's portfolio in Q2 2026, its #290 holding.
- Institute for Wealth Management first reported a position in Ford in Q2 2017 and has held it in 36 quarters since.
- Institute for Wealth Management's Ford position peaked at $2.09M in Q2 2018.
- 1,731 funds tracked by Wall St. Rank held Ford as of Q2 2026.
Based on Institute for Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.