Integrated Wealth Concepts’s Ford F Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q1
$2.92M Buy
253,138
+104,995
+71% +$1.38M 0.02% 616
2025
Q4
$1.94M Sell
148,143
-19,352
-12% -$250K 0.02% 540
2025
Q3
$2M Buy
167,495
+2,052
+1% +$23.6K 0.02% 673
2025
Q2
$1.8M Sell
165,443
-32,427
-16% -$330K 0.02% 651
2025
Q1
$1.98M Sell
197,870
-17,401
-8% -$170K 0.02% 580
2024
Q4
$2.13M Sell
215,271
-14,066
-6% -$150K 0.02% 536
2024
Q3
$2.42M Sell
229,337
-1,059
-0.5% -$12.1K 0.03% 498
2024
Q2
$2.89M Sell
230,396
-2,762
-1% -$34.2K 0.04% 397
2024
Q1
$3.1M Sell
233,158
-12,849
-5% -$156K 0.04% 383
2023
Q4
$3M Sell
246,007
-176,822
-42% -$1.97M 0.05% 349
2023
Q3
$5.25M Buy
422,829
+16,367
+4% +$213K 0.09% 218
2023
Q2
$6.15M Buy
406,462
+49,489
+14% +$626K 0.11% 203
2023
Q1
$4.5M Buy
356,973
+161,169
+82% +$2.02M 0.09% 214
2022
Q4
$2.28M Buy
195,804
+48,861
+33% +$628K 0.06% 291
2022
Q3
$1.65M Sell
146,943
-7,309
-5% -$102K 0.05% 326
2022
Q2
$1.72M Sell
154,252
-4,073
-3% -$55.8K 0.05% 315
2022
Q1
$2.68M Buy
158,325
+40,791
+35% +$776K 0.08% 208
2021
Q4
$2.44M Buy
117,534
+1,424
+1% +$26.2K 0.07% 222
2021
Q3
$1.64M Buy
116,110
+40,360
+53% +$549K 0.05% 275
2021
Q2
$1.13M Buy
75,750
+13,990
+23% +$186K 0.04% 330
2021
Q1
$757K Buy
61,760
+4,533
+8% +$51.9K 0.03% 361
2020
Q4
$503K Buy
57,227
+12,951
+29% +$108K 0.02% 411
2020
Q3
$295K Buy
44,276
+20,058
+83% +$136K 0.02% 457
2020
Q2
$147K Sell
24,218
-23,173
-49% -$128K 0.01% 499
2020
Q1
$229K Buy
47,391
+7,674
+19% +$57.5K 0.02% 366
2019
Q4
$369K Sell
39,717
-5,104
-11% -$45.9K 0.03% 318
2019
Q3
$411K Sell
44,821
-1,149
-2% -$10.9K 0.05% 238
2019
Q2
$284K Buy
45,970
+24,340
+113% +$240K 0.04% 290
2019
Q1
$190K Buy
21,630
+3,950
+22% +$33.9K 0.03% 320
2018
Q4
$135K Sell
17,680
-495
-3% -$4.41K 0.04% 257
2018
Q3
$169K Buy
18,175
+5,262
+41% +$52.6K 0.05% 247
2018
Q2
$143K Buy
12,913
+1,344
+12% +$15.4K 0.05% 223
2018
Q1
$126K Sell
11,569
-2,061
-15% -$23.3K 0.05% 196
2017
Q4
$179K Buy
+13,630
New +$168K 0.08% 188

Other funds holding F

Integrated Wealth Concepts's F Position: Q1 2026 in Review

Integrated Wealth Concepts increased its Ford (F) stake by 71% in Q1 2026, buying an estimated $1.38M and bringing the position to 253,138 shares worth $2.92M. The position accounts for 0.02% of the portfolio, ranked #616.

Integrated Wealth Concepts first reported a position in F in Q4 2017 and has held it in 34 quarters since. The position peaked at $6.15M in Q2 2023. 1,693 funds tracked by Wall St. Rank hold F as of Q1 2026.

  • Integrated Wealth Concepts held 253,138 shares of Ford worth $2.92M as of Q1 2026.
  • Integrated Wealth Concepts bought 104,995 Ford shares in Q1 2026, an estimated $1.38M.
  • Ford made up 0.02% of Integrated Wealth Concepts's portfolio in Q1 2026, its #616 holding.
  • Integrated Wealth Concepts first reported a position in Ford in Q4 2017 and has held it in 34 quarters since.
  • Integrated Wealth Concepts's Ford position peaked at $6.15M in Q2 2023.
  • 1,693 funds tracked by Wall St. Rank held Ford as of Q1 2026.

Based on Integrated Wealth Concepts's 13F filing for Q1 2026, filed 15 May 2026.