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SHP Wealth Management’s Ford F Stock Holding History

SHP 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 		$50.1K Buy
4,339
+39
+0.9% +$514 ﹤0.01% 491
2025
Q4 		$56.4K Buy
+4,300
New +$55.4K ﹤0.01% 451

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

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

SHP Wealth Management increased its Ford (F) stake by 0.91% in Q1 2026, buying an estimated $514 and bringing the position to 4,339 shares worth $50.1K. The position accounts for ﹤0.01% of the portfolio, ranked #491.

SHP Wealth Management first reported a position in F in Q4 2025 and has held it in 2 quarters since. The position peaked at $56.4K in Q4 2025. 1,699 funds tracked by Wall St. Rank hold F as of Q1 2026.

  • SHP Wealth Management held 4,339 shares of Ford worth $50.1K as of Q1 2026.
  • SHP Wealth Management bought 39 Ford shares in Q1 2026, an estimated $514.
  • Ford made up ﹤0.01% of SHP Wealth Management's portfolio in Q1 2026, its #491 holding.
  • SHP Wealth Management first reported a position in Ford in Q4 2025 and has held it in 2 quarters since.
  • SHP Wealth Management's Ford position peaked at $56.4K in Q4 2025.
  • 1,699 funds tracked by Wall St. Rank held Ford as of Q1 2026.

Based on SHP Wealth Management's 13F filing for Q1 2026, filed 8 May 2026.