Lakeshore Financial Planning’s Ford F Stock Holding History

Lakeshore Financial Planning’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	$277K	Sell	19,914 -480	-2%	-$6.48K	0.09%	72
2026 Q1	$235K	Buy	20,394 +25	+0.1%	+$329	0.09%	72
2025 Q4	$267K	Sell	20,369 -395	-2%	-$5.09K	0.1%	65
2025 Q3	$248K	Buy	20,764 +4,190	+25%	+$48.3K	0.09%	70
2025 Q2	$180K	Sell	16,574 -114	-0.7%	-$1.16K	0.07%	76
2025 Q1	$167K	Sell	16,688 -10,439	-38%	-$102K	0.07%	76
2024 Q4	$269K	Sell	27,127 -2,969	-10%	-$31.7K	0.11%	56
2024 Q3	$318K	Sell	30,096 -3,263	-10%	-$37.3K	0.14%	52
2024 Q2	$418K	Sell	33,359 -172	-0.5%	-$2.13K	0.2%	34
2024 Q1	$445K	Sell	33,531 -276	-0.8%	-$3.35K	0.23%	32
2023 Q4	$412K	Sell	33,807 -2,426	-7%	-$27K	0.23%	33
2023 Q3	$450K	Buy	+36,233	New	+$470K	0.26%	31

Other funds holding F

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return

WCM

Wedge Capital Management Charlotte, North Carolina $6.06B AUM 47.24% 1-Year Est. Return

STRS Ohio Columbus, Ohio $26.7B AUM 43.32% 1-Year Est. Return

PTPFOECYE

PBU - The Pension Fund of Early Childhood & Youth Educators Copenhagen $4.42B AUM

Lakeshore Financial Planning's F Position: Q2 2026 in Review

Lakeshore Financial Planning reduced its Ford (F) stake by 2.4% in Q2 2026, selling an estimated $6.48K and leaving 19,914 shares worth $277K. The position accounts for 0.09% of the portfolio, ranked #72.

Lakeshore Financial Planning first reported a position in F in Q3 2023 and has held it in 12 quarters since. The position peaked at $450K in Q3 2023. 767 funds tracked by Wall St. Rank hold F as of Q2 2026.

Lakeshore Financial Planning held 19,914 shares of Ford worth $277K as of Q2 2026.
Lakeshore Financial Planning sold 480 Ford shares in Q2 2026, an estimated $6.48K.
Ford made up 0.09% of Lakeshore Financial Planning's portfolio in Q2 2026, its #72 holding.
Lakeshore Financial Planning first reported a position in Ford in Q3 2023 and has held it in 12 quarters since.
Lakeshore Financial Planning's Ford position peaked at $450K in Q3 2023.
767 funds tracked by Wall St. Rank held Ford as of Q2 2026.

Based on Lakeshore Financial Planning's 13F filing for Q2 2026, filed 13 Jul 2026.