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Klingman & Associates’s Ford F Stock Holding History

Klingman & Associates’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 		$118K Buy
10,248
+235
+2% +$3.1K 0.01% 330
2025
Q4 		$131K Sell
10,013
-3,318
-25% -$42.8K 0.01% 323
2025
Q3 		$159K Buy
13,331
+1,200
+10% +$13.8K 0.01% 317
2025
Q2 		$132K Sell
12,131
-12,644
-51% -$129K 0.01% 311
2025
Q1 		$248K Sell
24,775
-591
-2% -$5.77K 0.02% 239
2024
Q4 		$251K Sell
25,366
-5,557
-18% -$59.3K 0.02% 226
2024
Q3 		$327K Buy
30,923
+1,025
+3% +$11.7K 0.02% 203
2024
Q2 		$375K Sell
29,898
-3,951
-12% -$48.9K 0.03% 168
2024
Q1 		$450K Sell
33,849
-1,390
-4% -$16.9K 0.03% 152
2023
Q4 		$430K Sell
35,239
-4,149
-11% -$46.2K 0.03% 146
2023
Q3 		$489K Sell
39,388
-15,002
-28% -$195K 0.04% 130
2023
Q2 		$823K Buy
+54,390
New +$688K 0.07% 99

Other funds holding F

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
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
Newport Trust Company Washington, District of Columbia $40.7B AUM 24.62% 1-Year Est. Return
Charles Schwab
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
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Klingman & Associates's F Position: Q1 2026 in Review

Klingman & Associates increased its Ford (F) stake by 2.3% in Q1 2026, buying an estimated $3.1K and bringing the position to 10,248 shares worth $118K. The position accounts for 0.01% of the portfolio, ranked #330.

Klingman & Associates first reported a position in F in Q2 2023 and has held it in 12 quarters since. The position peaked at $823K in Q2 2023. 1,693 funds tracked by Wall St. Rank hold F as of Q1 2026.

  • Klingman & Associates held 10,248 shares of Ford worth $118K as of Q1 2026.
  • Klingman & Associates bought 235 Ford shares in Q1 2026, an estimated $3.1K.
  • Ford made up 0.01% of Klingman & Associates's portfolio in Q1 2026, its #330 holding.
  • Klingman & Associates first reported a position in Ford in Q2 2023 and has held it in 12 quarters since.
  • Klingman & Associates's Ford position peaked at $823K in Q2 2023.
  • 1,693 funds tracked by Wall St. Rank held Ford as of Q1 2026.

Based on Klingman & Associates's 13F filing for Q1 2026, filed 14 May 2026.