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
2021 Q4	–	Sell	-1,000	Closed	-$1K	–	397
2021 Q3	$1K	Buy	+1,000	New	+$13.6K	﹤0.01%	371

Other funds holding F

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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

Pacer Advisors Malvern, Pennsylvania $35.6B AUM 18.19% 1-Year Est. Return

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

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

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.