LWM
F icon

Lyell Wealth Management’s Ford F Stock Holding History

Lyell Wealth 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
2025
Q3 		– Sell
-12,607
Closed -$137K – 218
2025
Q2 		$137K Hold
12,607
– – 0.01% 218
2025
Q1 		$126K Hold
12,607
– – 0.01% 202
2024
Q4 		$125K Sell
12,607
-2,268
-15% -$24.2K 0.01% 200
2024
Q3 		$157K Buy
14,875
+30
+0.2% +$343 0.01% 206
2024
Q2 		$186K Buy
14,845
+28
+0.2% +$346 0.02% 197
2024
Q1 		$197K Buy
14,817
+25
+0.2% +$303 0.02% 195
2023
Q4 		$180K Sell
14,792
-6,770
-31% -$75.3K 0.02% 192
2023
Q3 		$268K Buy
21,562
+26
+0.1% +$338 0.04% 155
2023
Q2 		$326K Sell
21,536
-474
-2% -$6K 0.04% 153
2023
Q1 		$277K Sell
22,010
-250
-1% -$3.13K 0.04% 172
2022
Q4 		$259K Sell
22,260
-714
-3% -$9.17K 0.04% 169
2022
Q3 		$257K Sell
22,974
-765
-3% -$10.7K 0.04% 167
2022
Q2 		$264K Buy
23,739
+60
+0.3% +$822 0.04% 163
2022
Q1 		$400K Buy
23,679
+1,897
+9% +$36.1K 0.05% 153
2021
Q4 		$452K Sell
21,782
-40
-0.2% -$736 0.05% 139
2021
Q3 		$309K Buy
21,822
+10,700
+96% +$146K 0.04% 156
2021
Q2 		$165K Buy
+11,122
New +$148K 0.02% 187
2017
Q3 		– Sell
-22,180
Closed -$248K – 106
2017
Q2 		$248K Sell
22,180
-22,412
-50% -$250K 0.12% 93
2017
Q1 		$519K Sell
44,592
-26,220
-37% -$326K 0.28% 74
2016
Q4 		$859K Buy
+70,812
New +$859K 0.53% 58

Other funds holding F

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
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
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Marshall Wace
Marshall Wace London, United Kingdom $127B AUM 46.06% 1-Year Est. Return

Lyell Wealth Management's F Position: Q3 2025 in Review

Lyell Wealth Management sold out of Ford (F) in Q3 2025, closing a stake of 12,607 shares — an estimated $137K sold.

Lyell Wealth Management first reported a position in F in Q4 2016 and held it in 20 quarters. The position peaked at $859K in Q4 2016. 1,616 funds tracked by Wall St. Rank hold F as of Q3 2025.

  • Lyell Wealth Management reported no remaining Ford position as of Q3 2025 after selling out during the quarter.
  • Lyell Wealth Management sold 12,607 Ford shares in Q3 2025, an estimated $137K.
  • Lyell Wealth Management first reported a position in Ford in Q4 2016 and held it in 20 quarters.
  • Lyell Wealth Management's Ford position peaked at $859K in Q4 2016.
  • 1,616 funds tracked by Wall St. Rank held Ford as of Q3 2025.

Based on Lyell Wealth Management's 13F filing for Q3 2025, filed 6 Nov 2025.