Pension & Wealth Management Advisors’s Ford F Stock Holding History

Pension & Wealth Management 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	–	Sell	-106	Closed	-$1.39K	–	539
2025 Q4	$1.39K	Hold	106	–	–	﹤0.01%	487
2025 Q3	$1.27K	Hold	106	–	–	﹤0.01%	500
2025 Q2	$1.15K	Sell	106 -209	-66%	-$2.13K	﹤0.01%	455
2025 Q1	$3.16K	Buy	315 +7	+2%	+$68	﹤0.01%	402
2024 Q4	$3.06K	Buy	308 +2	+0.7%	+$21	﹤0.01%	417
2024 Q3	$3.23K	Buy	306 +3	+1%	+$34	﹤0.01%	327
2024 Q2	$3.81K	Buy	303 +102	+51%	+$1.26K	﹤0.01%	311
2024 Q1	$2.67K	Buy	201 +5	+3%	+$61	﹤0.01%	315
2023 Q4	$2.39K	Buy	196 +190	+3,167%	+$2.11K	﹤0.01%	289
2023 Q3	$75	Hold	6	–	–	﹤0.01%	261
2023 Q2	$91	Hold	6	–	–	﹤0.01%	264
2023 Q1	$76	Hold	6	–	–	﹤0.01%	315
2022 Q4	$70	Buy	+6	New	+$77	﹤0.01%	258

Other funds holding F

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

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

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

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Newport Trust Company Washington, District of Columbia $41.5B AUM 16.76% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Pension & Wealth Management Advisors's F Position: Q1 2026 in Review

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

Pension & Wealth Management Advisors first reported a position in F in Q4 2022 and held it in 13 quarters. The position peaked at $3.81K in Q2 2024. 1,704 funds tracked by Wall St. Rank hold F as of Q1 2026.

Pension & Wealth Management Advisors reported no remaining Ford position as of Q1 2026 after selling out during the quarter.
Pension & Wealth Management Advisors sold 106 Ford shares in Q1 2026, an estimated $1.39K.
Pension & Wealth Management Advisors first reported a position in Ford in Q4 2022 and held it in 13 quarters.
Pension & Wealth Management Advisors's Ford position peaked at $3.81K in Q2 2024.
1,704 funds tracked by Wall St. Rank held Ford as of Q1 2026.

Based on Pension & Wealth Management Advisors's 13F filing for Q1 2026, filed 7 Aug 2026.