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Perigon Wealth Management’s Ford F Stock Holding History

Perigon 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 		$349K Sell
30,271
-5,841
-16% -$76.9K 0.01% 960
2025
Q4 		$474K Buy
36,112
+426
+1% +$5.49K 0.01% 827
2025
Q3 		$427K Buy
35,686
+851
+2% +$9.81K 0.01% 805
2025
Q2 		$378K Sell
34,835
-4,255
-11% -$43.3K 0.01% 759
2025
Q1 		$392K Buy
39,090
+2,832
+8% +$27.7K 0.01% 708
2024
Q4 		$363K Sell
36,258
-2,507
-6% -$26.7K 0.01% 749
2024
Q3 		$409K Sell
38,765
-4,039
-9% -$46.2K 0.01% 678
2024
Q2 		$537K Sell
42,804
-61
-0.1% -$755 0.02% 519
2024
Q1 		$569K Buy
42,865
+13,292
+45% +$161K 0.02% 503
2023
Q4 		$361K Sell
29,573
-9,406
-24% -$105K 0.01% 603
2023
Q3 		$484K Buy
38,979
+4,961
+15% +$64.4K 0.02% 451
2023
Q2 		$515K Buy
34,018
+5,390
+19% +$68.2K 0.02% 450
2023
Q1 		$361K Sell
28,628
-9,898
-26% -$124K 0.02% 477
2022
Q4 		$448K Buy
38,526
+19,802
+106% +$254K 0.03% 411
2022
Q3 		$210K Sell
18,724
-6,928
-27% -$97K 0.02% 527
2022
Q2 		$286K Buy
25,652
+3,049
+13% +$41.8K 0.02% 437
2022
Q1 		$382K Sell
22,603
-18,276
-45% -$348K 0.03% 416
2021
Q4 		$849K Buy
40,879
+19,523
+91% +$359K 0.06% 242
2021
Q3 		$302K Sell
21,356
-16,739
-44% -$228K 0.03% 418
2021
Q2 		$566K Sell
38,095
-4,979
-12% -$66.2K 0.05% 284
2021
Q1 		$528K Buy
43,074
+31,944
+287% +$366K 0.05% 279
2020
Q4 		$98K Buy
+11,130
New +$93.2K 0.01% 542
2017
Q4 		– Sell
-1,375
Closed -$16K – 628
2017
Q3 		$16K Sell
1,375
-30,570
-96% -$345K 0.01% 464
2017
Q2 		$357K Sell
31,945
-42,875
-57% -$479K 0.08% 197
2017
Q1 		$871K Sell
74,820
-176,780
-70% -$2.2M 0.18% 121
2016
Q4 		$3.18M Sell
251,600
-7,650
-3% -$92.8K 0.7% 43
2016
Q3 		$3.13M Hold
259,250
– – 0.8% 37
2016
Q2 		$3.26M Buy
259,250
+62,035
+31% +$818K 0.87% 33
2016
Q1 		$2.28M Hold
197,215
– – 0.71% 40
2015
Q4 		$2.78M Sell
197,215
-704
-0.4% -$10.2K 0.77% 33
2015
Q3 		$2.69M Sell
197,919
-10,150
-5% -$145K 0.8% 30
2015
Q2 		$3.12M Buy
208,069
+7
+0% +$109 0.82% 27
2015
Q1 		$3.36M Sell
208,062
-104
-0% -$1.64K 0.92% 24
2014
Q4 		$3.23M Buy
208,166
+5,985
+3% +$88.2K 0.97% 21
2014
Q3 		$2.99M Buy
202,181
+325
+0.2% +$5.55K 0.89% 26
2014
Q2 		$3.48M Buy
201,856
+6
+0% +$98 0.99% 24
2014
Q1 		$3.15M Buy
201,850
+5
+0% +$77 1.73% 16
2013
Q4 		$3.11M Buy
+201,845
New +$3.38M 1.73% 18

Other funds holding F

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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

Perigon Wealth Management's F Position: Q1 2026 in Review

Perigon Wealth Management reduced its Ford (F) stake by 16% in Q1 2026, selling an estimated $76.9K and leaving 30,271 shares worth $349K. The position accounts for 0.01% of the portfolio, ranked #960.

Perigon Wealth Management first reported a position in F in Q4 2013 and has held it in 38 quarters since. The position peaked at $3.48M in Q2 2014. 1,693 funds tracked by Wall St. Rank hold F as of Q1 2026.

  • Perigon Wealth Management held 30,271 shares of Ford worth $349K as of Q1 2026.
  • Perigon Wealth Management sold 5,841 Ford shares in Q1 2026, an estimated $76.9K.
  • Ford made up 0.01% of Perigon Wealth Management's portfolio in Q1 2026, its #960 holding.
  • Perigon Wealth Management first reported a position in Ford in Q4 2013 and has held it in 38 quarters since.
  • Perigon Wealth Management's Ford position peaked at $3.48M in Q2 2014.
  • 1,693 funds tracked by Wall St. Rank held Ford as of Q1 2026.

Based on Perigon Wealth Management's 13F filing for Q1 2026, filed 10 Apr 2026.