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Marcum Wealth’s Ford F Stock Holding History

Marcum Wealth’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
Q1 		$241K Sell
24,054
-2,905
-11% -$28.4K 0.02% 328
2024
Q4 		$267K Sell
26,959
-1,738
-6% -$18.5K 0.02% 304
2024
Q3 		$303K Sell
28,697
-823
-3% -$9.42K 0.03% 283
2024
Q2 		$370K Buy
29,520
+3,224
+12% +$39.9K 0.04% 239
2024
Q1 		$349K Sell
26,296
-1,464
-5% -$17.7K 0.04% 243
2023
Q4 		$338K Sell
27,760
-73
-0.3% -$812 0.04% 235
2023
Q3 		$346K Sell
27,833
-2,120
-7% -$27.5K 0.04% 219
2023
Q2 		$453K Buy
29,953
+3,596
+14% +$45.5K 0.05% 188
2023
Q1 		$332K Sell
26,357
-601
-2% -$7.53K 0.04% 229
2022
Q4 		$314K Sell
26,958
-2,013
-7% -$25.9K 0.04% 233
2022
Q3 		$324K Buy
28,971
+2,034
+8% +$28.5K 0.05% 226
2022
Q2 		$300K Buy
26,937
+2,499
+10% +$34.2K 0.04% 232
2022
Q1 		$413K Buy
24,438
+2,509
+11% +$47.7K 0.06% 190
2021
Q4 		$455K Buy
21,929
+1,044
+5% +$19.2K 0.06% 184
2021
Q3 		$296K Sell
20,885
-1,233
-6% -$16.8K 0.05% 238
2021
Q2 		$329K Buy
22,118
+137
+0.6% +$1.82K 0.05% 208
2021
Q1 		$269K Buy
21,981
+11,060
+101% +$127K 0.04% 238
2020
Q4 		$96K Buy
10,921
+205
+2% +$1.72K 0.02% 146
2020
Q3 		$71K Buy
+10,716
New +$72.6K 0.02% 117

Other funds holding F

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
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
Pacer Advisors
Pacer Advisors Malvern, Pennsylvania $35.6B AUM 18.19% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM

Marcum Wealth's F Position: Q1 2025 in Review

Marcum Wealth reduced its Ford (F) stake by 11% in Q1 2025, selling an estimated $28.4K and leaving 24,054 shares worth $241K. The position accounts for 0.02% of the portfolio, ranked #328.

Marcum Wealth first reported a position in F in Q3 2020 and has held it in 19 quarters since. The position peaked at $455K in Q4 2021. 1,603 funds tracked by Wall St. Rank hold F as of Q1 2025.

  • Marcum Wealth held 24,054 shares of Ford worth $241K as of Q1 2025.
  • Marcum Wealth sold 2,905 Ford shares in Q1 2025, an estimated $28.4K.
  • Ford made up 0.02% of Marcum Wealth's portfolio in Q1 2025, its #328 holding.
  • Marcum Wealth first reported a position in Ford in Q3 2020 and has held it in 19 quarters since.
  • Marcum Wealth's Ford position peaked at $455K in Q4 2021.
  • 1,603 funds tracked by Wall St. Rank held Ford as of Q1 2025.

Based on Marcum Wealth's 13F filing for Q1 2025, filed 2 Apr 2025.