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Mowery & Schoenfeld Wealth Management’s Ford F Stock Holding History

Mowery & Schoenfeld 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
Q1 		– Sell
-106
Closed -$1.39K – 408
2025
Q4 		$1.39K Buy
+106
New +$1.37K ﹤0.01% 422
2025
Q1 		– Sell
-174
Closed -$1.72K – 496
2024
Q4 		$1.72K Sell
174
-2,621
-94% -$28K ﹤0.01% 411
2024
Q3 		$29.5K Hold
2,795
– – 0.05% 130
2024
Q2 		$35K Hold
2,795
– – 0.05% 119
2024
Q1 		$37.1K Hold
2,795
– – 0.07% 88
2023
Q4 		$34.1K Buy
+2,795
New +$31.1K 0.07% 83

Other funds holding F

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
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
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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Mowery & Schoenfeld Wealth Management's F Position: Q1 2026 in Review

Mowery & Schoenfeld Wealth Management sold out of Ford (F) in Q1 2026, closing a stake of 106 shares — an estimated $1.39K sold.

Mowery & Schoenfeld Wealth Management first reported a position in F in Q4 2023 and held it in 6 quarters. The position peaked at $37.1K in Q1 2024. 1,699 funds tracked by Wall St. Rank hold F as of Q1 2026.

  • Mowery & Schoenfeld Wealth Management reported no remaining Ford position as of Q1 2026 after selling out during the quarter.
  • Mowery & Schoenfeld Wealth Management sold 106 Ford shares in Q1 2026, an estimated $1.39K.
  • Mowery & Schoenfeld Wealth Management first reported a position in Ford in Q4 2023 and held it in 6 quarters.
  • Mowery & Schoenfeld Wealth Management's Ford position peaked at $37.1K in Q1 2024.
  • 1,699 funds tracked by Wall St. Rank held Ford as of Q1 2026.

Based on Mowery & Schoenfeld Wealth Management's 13F filing for Q1 2026, filed 1 May 2026.