LMG Wealth Partners’s Ford F Stock Holding History

LMG Wealth Partners’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	$178K	Hold	15,387	–	–	0.03%	150
2025 Q4	$202K	Hold	15,387	–	–	0.04%	149
2025 Q3	$184K	Hold	15,387	–	–	0.03%	150
2025 Q2	$167K	Hold	15,387	–	–	0.03%	136
2025 Q1	$154K	Sell	15,387 -2,432	-14%	-$23.8K	0.03%	126
2024 Q4	$176K	Sell	17,819 -4,994	-22%	-$53.3K	0.04%	128
2024 Q3	$241K	Sell	22,813 -1,566	-6%	-$17.9K	0.06%	114
2024 Q2	$306K	Buy	24,379 +5,300	+28%	+$65.6K	0.08%	101
2024 Q1	$253K	Sell	19,079 -690	-3%	-$8.36K	0.06%	108
2023 Q4	$241K	Sell	19,769 -193	-1%	-$2.15K	0.07%	97
2023 Q3	$248K	Sell	19,962 -31	-0.2%	-$403	0.08%	92
2023 Q2	$302K	Hold	19,993	–	–	0.09%	89
2023 Q1	$252K	Hold	19,993	–	–	0.08%	94
2022 Q4	$253K	Buy	+19,993	New	+$257K	0.08%	95

Other funds holding F

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

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 Washington, District of Columbia $40.7B AUM 24.62% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

LMG Wealth Partners's F Position: Q1 2026 in Review

LMG Wealth Partners held its Ford (F) position steady in Q1 2026 at 15,387 shares worth $178K. The position accounts for 0.03% of the portfolio, ranked #150.

LMG Wealth Partners first reported a position in F in Q4 2022 and has held it in 14 quarters since. The position peaked at $306K in Q2 2024. 1,693 funds tracked by Wall St. Rank hold F as of Q1 2026.

LMG Wealth Partners held 15,387 shares of Ford worth $178K as of Q1 2026.
LMG Wealth Partners left its Ford share count unchanged in Q1 2026.
Ford made up 0.03% of LMG Wealth Partners's portfolio in Q1 2026, its #150 holding.
LMG Wealth Partners first reported a position in Ford in Q4 2022 and has held it in 14 quarters since.
LMG Wealth Partners's Ford position peaked at $306K in Q2 2024.
1,693 funds tracked by Wall St. Rank held Ford as of Q1 2026.

Based on LMG Wealth Partners's 13F filing for Q1 2026, filed 17 Apr 2026.