SWIM
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Smallwood Wealth Investment Management’s Ford F Stock Holding History

Smallwood Wealth Investment 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
Q2 		$30.5K Sell
2,192
-347
-14% -$4.68K 0.01% 237
2026
Q1 		$29.3K Sell
2,539
-243
-9% -$3.2K 0.02% 229
2025
Q4 		$36.5K Sell
2,782
-979
-26% -$12.6K 0.02% 207
2025
Q3 		$45K Buy
3,761
+48
+1% +$553 0.02% 186
2025
Q2 		$40.3K Buy
3,713
+28
+0.8% +$285 0.02% 186
2025
Q1 		$37K Buy
+3,685
New +$36K 0.02% 187

Other funds holding F

Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
WCM
Wedge Capital Management Charlotte, North Carolina $6.06B AUM 47.24% 1-Year Est. Return
PTPFOECYE
PBU - The Pension Fund of Early Childhood & Youth Educators Copenhagen $4.42B AUM
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return
AIM
Artemis Investment Management Edinburgh, United Kingdom $11.2B AUM 80.72% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
LA
LBP AM Paris, France $10B AUM 43.88% 1-Year Est. Return
GIA
Gateway Investment Advisers Cincinnati, Ohio $10.1B AUM 40.26% 1-Year Est. Return

Smallwood Wealth Investment Management's F Position: Q2 2026 in Review

Smallwood Wealth Investment Management reduced its Ford (F) stake by 14% in Q2 2026, selling an estimated $4.68K and leaving 2,192 shares worth $30.5K. The position accounts for 0.01% of the portfolio, ranked #237.

Smallwood Wealth Investment Management first reported a position in F in Q1 2025 and has held it in 6 quarters since. The position peaked at $45K in Q3 2025. 571 funds tracked by Wall St. Rank hold F as of Q2 2026.

  • Smallwood Wealth Investment Management held 2,192 shares of Ford worth $30.5K as of Q2 2026.
  • Smallwood Wealth Investment Management sold 347 Ford shares in Q2 2026, an estimated $4.68K.
  • Ford made up 0.01% of Smallwood Wealth Investment Management's portfolio in Q2 2026, its #237 holding.
  • Smallwood Wealth Investment Management first reported a position in Ford in Q1 2025 and has held it in 6 quarters since.
  • Smallwood Wealth Investment Management's Ford position peaked at $45K in Q3 2025.
  • 571 funds tracked by Wall St. Rank held Ford as of Q2 2026.

Based on Smallwood Wealth Investment Management's 13F filing for Q2 2026, filed 23 Jul 2026.