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Junto Capital Management’s Ford F Stock Holding History

Junto Capital 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
Q2 		$33.4M Buy
+2,403,285
New +$32.4M 0.59% 65
2026
Q1 		– Sell
-4,270,823
Closed -$56M – 103
2025
Q4 		$56M Buy
+4,270,823
New +$55.1M 1.23% 36
2024
Q3 		– Sell
-2,464,587
Closed -$30.9M – 88
2024
Q2 		$30.9M Buy
+2,464,587
New +$30.5M 0.63% 58

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
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Newport Trust Company
Newport Trust Company Washington, District of Columbia $41.5B AUM 16.76% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM

Junto Capital Management's F Position: Q2 2026 in Review

Junto Capital Management opened a new position in Ford (F) in Q2 2026: 2,403,285 shares worth $33.4M. The stake represents 0.59% of the portfolio and ranks #65 among its holdings. This is a return to the name: Junto Capital Management previously reported a position in F as recently as Q4 2025.

Junto Capital Management first reported a position in F in Q2 2024 and has held it in 3 quarters since. The position peaked at $56M in Q4 2025. 1,733 funds tracked by Wall St. Rank hold F as of Q2 2026.

  • Junto Capital Management held 2,403,285 shares of Ford worth $33.4M as of Q2 2026.
  • Ford was a new Junto Capital Management position in Q2 2026.
  • Ford made up 0.59% of Junto Capital Management's portfolio in Q2 2026, its #65 holding.
  • Junto Capital Management first reported a position in Ford in Q2 2024 and has held it in 3 quarters since.
  • Junto Capital Management's Ford position peaked at $56M in Q4 2025.
  • 1,733 funds tracked by Wall St. Rank held Ford as of Q2 2026.

Based on Junto Capital Management's 13F filing for Q2 2026, filed 14 Aug 2026.