Mount Yale Investment Advisors’s Ford F Stock Holding History

Mount Yale Investment 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 Q1	$1.56M	Buy	134,874 +26,962	+25%	+$355K	0.04%	427
2025 Q4	$1.42M	Buy	107,912 +67,625	+168%	+$872K	0.07%	247
2025 Q3	$482K	Buy	40,287 +30,952	+332%	+$357K	0.03%	425
2025 Q2	$101K	Buy	+9,335	New	+$95.1K	0.01%	657
2021 Q2	–	Sell	-11,560	Closed	-$142K	–	432
2021 Q1	$142K	Buy	+11,560	New	+$132K	0.02%	404
2019 Q3	–	Sell	-14,399	Closed	-$137K	–	311
2019 Q2	$137K	Buy	14,399 +607	+4%	+$5.98K	0.03%	297
2019 Q1	$121K	Buy	13,792 +634	+5%	+$5.45K	0.02%	295
2018 Q4	$110K	Sell	13,158 -933	-7%	-$8.31K	0.02%	302
2018 Q3	$135K	Buy	14,091 +143	+1%	+$1.43K	0.02%	354
2018 Q2	$154K	Buy	13,948 +645	+5%	+$7.38K	0.03%	342
2018 Q1	$147K	Buy	+13,303	New	+$150K	0.03%	339

Other funds holding F

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

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

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

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

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

Mount Yale Investment Advisors's F Position: Q1 2026 in Review

Mount Yale Investment Advisors increased its Ford (F) stake by 25% in Q1 2026, buying an estimated $355K and bringing the position to 134,874 shares worth $1.56M. The position accounts for 0.04% of the portfolio, ranked #427.

Mount Yale Investment Advisors first reported a position in F in Q1 2018 and has held it in 11 quarters since. 1,698 funds tracked by Wall St. Rank hold F as of Q1 2026.

Mount Yale Investment Advisors held 134,874 shares of Ford worth $1.56M as of Q1 2026.
Mount Yale Investment Advisors bought 26,962 Ford shares in Q1 2026, an estimated $355K.
Ford made up 0.04% of Mount Yale Investment Advisors's portfolio in Q1 2026, its #427 holding.
Mount Yale Investment Advisors first reported a position in Ford in Q1 2018 and has held it in 11 quarters since.
1,698 funds tracked by Wall St. Rank held Ford as of Q1 2026.

Based on Mount Yale Investment Advisors's 13F filing for Q1 2026, filed 27 Apr 2026.