MWM
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Modern Wealth Management’s Ford F Stock Holding History

Modern 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
2026
Q2 		$500K Buy
35,966
+8,115
+29% +$109K 0.01% 721
2026
Q1 		$325K Buy
27,851
+270
+1% +$3.56K 0.01% 690
2025
Q4 		$362K Buy
27,581
+357
+1% +$4.6K 0.01% 627
2025
Q3 		$326K Sell
27,224
-4,819
-15% -$55.5K 0.01% 620
2025
Q2 		$348K Buy
32,043
+9,688
+43% +$98.7K 0.01% 570
2025
Q1 		$224K Sell
22,355
-1,565
-7% -$15.3K 0.01% 618
2024
Q4 		$237K Sell
23,920
-1,491
-6% -$15.9K 0.01% 513
2024
Q3 		$268K Sell
25,411
-103
-0.4% -$1.18K 0.02% 365
2024
Q2 		$320K Sell
25,514
-487
-2% -$6.02K 0.02% 296
2024
Q1 		$345K Buy
26,001
+4,386
+20% +$53.2K 0.03% 222
2023
Q4 		$263K Buy
+21,615
New +$241K 0.03% 159

Other funds holding F

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
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
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM

Modern Wealth Management's F Position: Q2 2026 in Review

Modern Wealth Management increased its Ford (F) stake by 29% in Q2 2026, buying an estimated $109K and bringing the position to 35,966 shares worth $500K. The position accounts for 0.01% of the portfolio, ranked #721.

Modern Wealth Management first reported a position in F in Q4 2023 and has held it in 11 quarters since. 1,731 funds tracked by Wall St. Rank hold F as of Q2 2026.

  • Modern Wealth Management held 35,966 shares of Ford worth $500K as of Q2 2026.
  • Modern Wealth Management bought 8,115 Ford shares in Q2 2026, an estimated $109K.
  • Ford made up 0.01% of Modern Wealth Management's portfolio in Q2 2026, its #721 holding.
  • Modern Wealth Management first reported a position in Ford in Q4 2023 and has held it in 11 quarters since.
  • 1,731 funds tracked by Wall St. Rank held Ford as of Q2 2026.

Based on Modern Wealth Management's 13F filing for Q2 2026, filed 14 Aug 2026.