SMA
F icon

Sage Mountain Advisors’s Ford F Stock Holding History

Sage Mountain 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
-34,700
Closed -$455K – 388
2025
Q4 		$455K Sell
34,700
-933
-3% -$12K 0.02% 296
2025
Q3 		$426K Buy
35,633
+2,664
+8% +$30.7K 0.02% 303
2025
Q2 		$358K Buy
32,969
+226
+0.7% +$2.3K 0.02% 296
2025
Q1 		$328K Buy
+32,743
New +$320K 0.02% 283
2024
Q4 		– Sell
-15,219
Closed -$161K – 493
2024
Q3 		$161K Buy
15,219
+2,142
+16% +$24.5K 0.01% 400
2024
Q2 		$164K Sell
13,077
-7,640
-37% -$94.5K 0.02% 345
2024
Q1 		$275K Buy
20,717
+9,282
+81% +$113K 0.03% 254
2023
Q4 		$139K Sell
11,435
-2,390
-17% -$26.6K 0.02% 276
2023
Q3 		$172K Buy
13,825
+919
+7% +$11.9K 0.02% 260
2023
Q2 		$195K Buy
12,906
+544
+4% +$6.88K 0.03% 253
2023
Q1 		$156K Buy
12,362
+8,076
+188% +$101K 0.03% 243
2022
Q4 		$49.8K Sell
4,286
-1,650
-28% -$21.2K 0.01% 217
2022
Q3 		$66K Buy
+5,936
New +$83.1K 0.02% 282

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

Sage Mountain Advisors's F Position: Q1 2026 in Review

Sage Mountain Advisors sold out of Ford (F) in Q1 2026, closing a stake of 34,700 shares — an estimated $455K sold.

Sage Mountain Advisors first reported a position in F in Q3 2022 and held it in 13 quarters. The position peaked at $455K in Q4 2025. 1,693 funds tracked by Wall St. Rank hold F as of Q1 2026.

  • Sage Mountain Advisors reported no remaining Ford position as of Q1 2026 after selling out during the quarter.
  • Sage Mountain Advisors sold 34,700 Ford shares in Q1 2026, an estimated $455K.
  • Sage Mountain Advisors first reported a position in Ford in Q3 2022 and held it in 13 quarters.
  • Sage Mountain Advisors's Ford position peaked at $455K in Q4 2025.
  • 1,693 funds tracked by Wall St. Rank held Ford as of Q1 2026.

Based on Sage Mountain Advisors's 13F filing for Q1 2026, filed 11 May 2026.