LVW Advisors
F icon

LVW Advisors’s Ford F Stock Holding History

LVW Advisors’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
Q3 		$386K Buy
32,044
+4,820
+18% +$66.9K 0.03% 309
2026
Q2 		$378K Buy
27,224
+8,583
+46% +$116K 0.03% 294
2026
Q1 		$215K Buy
+18,641
New +$246K 0.02% 404
2020
Q1 		– Sell
-13,780
Closed -$128K – 175
2019
Q4 		$128K Buy
13,780
+7
+0.1% +$63 0.03% 178
2019
Q3 		$126K Sell
13,773
-2,634
-16% -$25K 0.03% 166
2019
Q2 		$168K Buy
16,407
+1,617
+11% +$15.9K 0.05% 159
2019
Q1 		$130K Hold
14,790
– – 0.03% 170
2018
Q4 		$113K Hold
14,790
– – 0.04% 156
2018
Q3 		$137K Buy
14,790
+202
+1% +$2.02K 0.04% 154
2018
Q2 		$161K Hold
14,588
– – 0.05% 142
2018
Q1 		$162K Sell
14,588
-10
-0.1% -$113 0.05% 138
2017
Q4 		$182K Sell
14,598
-2,087
-13% -$25.7K 0.05% 137
2017
Q3 		$200K Sell
16,685
-1,000
-6% -$11.3K 0.08% 139
2017
Q2 		$198K Sell
17,685
-3,351
-16% -$37.4K 0.07% 116
2017
Q1 		$245K Hold
21,036
– – 0.09% 113
2016
Q4 		$255K Buy
21,036
+2,005
+11% +$24.3K 0.09% 125
2016
Q3 		$230K Sell
19,031
-3,601
-16% -$45.4K 0.08% 127
2016
Q2 		$284K Sell
22,632
-3,645
-14% -$48K 0.11% 104
2016
Q1 		$355K Buy
26,277
+4,588
+21% +$57.7K 0.11% 96
2015
Q4 		$306K Buy
21,689
+1,664
+8% +$24.1K 0.12% 109
2015
Q3 		$272K Buy
20,025
+848
+4% +$12.1K 0.13% 113
2015
Q2 		$288K Sell
19,177
-2,272
-11% -$35.2K 0.12% 114
2015
Q1 		$346K Sell
21,449
-834
-4% -$13.2K 0.16% 99
2014
Q4 		$345K Buy
+22,283
New +$328K 0.19% 106

Other funds holding F

BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
Newport Trust Company
Newport Trust Company Washington, District of Columbia $37.2B AUM 2.85% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

LVW Advisors's F Position: Q3 2026 in Review

LVW Advisors increased its Ford (F) stake by 18% in Q3 2026, buying an estimated $66.9K and bringing the position to 32,044 shares worth $386K. The position accounts for 0.03% of the portfolio, ranked #309.

LVW Advisors first reported a position in F in Q4 2014 and has held it in 24 quarters since. 1,518 funds tracked by Wall St. Rank hold F as of Q3 2026.

  • LVW Advisors held 32,044 shares of Ford worth $386K as of Q3 2026.
  • LVW Advisors bought 4,820 Ford shares in Q3 2026, an estimated $66.9K.
  • Ford made up 0.03% of LVW Advisors's portfolio in Q3 2026, its #309 holding.
  • LVW Advisors first reported a position in Ford in Q4 2014 and has held it in 24 quarters since.
  • 1,518 funds tracked by Wall St. Rank held Ford as of Q3 2026.

Based on LVW Advisors's 13F filing for Q3 2026, filed 19 Oct 2026.