ProVise Management Group’s Ford F Stock Holding History

ProVise Management Group’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	$123K	Buy	10,662 +238	+2%	+$3.13K	0.01%	260
2025 Q4	$137K	Sell	10,424 -476	-4%	-$6.14K	0.01%	254
2025 Q3	$130K	Hold	10,900	–	–	0.01%	252
2025 Q2	$118K	Buy	10,900 +136	+1%	+$1.39K	0.01%	255
2025 Q1	$108K	Buy	10,764 +30	+0.3%	+$293	0.01%	246
2024 Q4	$106K	Buy	+10,734	New	+$114K	0.01%	254
2013 Q4	–	Sell	-10,048	Closed	-$170K	–	297
2013 Q3	$170K	Sell	10,048 -15	-0.1%	-$253	0.05%	283
2013 Q2	$155K	Buy	+10,063	New	+$144K	0.05%	310

Other funds holding F

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

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 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

ProVise Management Group's F Position: Q1 2026 in Review

ProVise Management Group increased its Ford (F) stake by 2.3% in Q1 2026, buying an estimated $3.13K and bringing the position to 10,662 shares worth $123K. The position accounts for 0.01% of the portfolio, ranked #260.

ProVise Management Group first reported a position in F in Q2 2013 and has held it in 8 quarters since. The position peaked at $170K in Q3 2013. 1,694 funds tracked by Wall St. Rank hold F as of Q1 2026.

ProVise Management Group held 10,662 shares of Ford worth $123K as of Q1 2026.
ProVise Management Group bought 238 Ford shares in Q1 2026, an estimated $3.13K.
Ford made up 0.01% of ProVise Management Group's portfolio in Q1 2026, its #260 holding.
ProVise Management Group first reported a position in Ford in Q2 2013 and has held it in 8 quarters since.
ProVise Management Group's Ford position peaked at $170K in Q3 2013.
1,694 funds tracked by Wall St. Rank held Ford as of Q1 2026.

Based on ProVise Management Group's 13F filing for Q1 2026, filed 7 May 2026.