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Strategic Planning Inc’s Ford F Stock Holding History

Strategic Planning Inc’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 		$10M Buy
867,340
+27,776
+3% +$366K 5.02% 7
2025
Q4 		$11M Sell
839,564
-19,879
-2% -$256K 5.94% 6
2025
Q3 		$10.3M Buy
859,443
+8,795
+1% +$101K 5.95% 6
2025
Q2 		$9.23M Buy
850,648
+3,998
+0.5% +$40.7K 5.53% 5
2025
Q1 		$8.49M Buy
+846,650
New +$8.27M 4.79% 6

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

Strategic Planning Inc's F Position: Q1 2026 in Review

Strategic Planning Inc increased its Ford (F) stake by 3.3% in Q1 2026, buying an estimated $366K and bringing the position to 867,340 shares worth $10M. The position accounts for 5.02% of the portfolio, ranked #7.

Strategic Planning Inc first reported a position in F in Q1 2025 and has held it in 5 quarters since. The position peaked at $11M in Q4 2025. 1,694 funds tracked by Wall St. Rank hold F as of Q1 2026.

  • Strategic Planning Inc held 867,340 shares of Ford worth $10M as of Q1 2026.
  • Strategic Planning Inc bought 27,776 Ford shares in Q1 2026, an estimated $366K.
  • Ford made up 5.02% of Strategic Planning Inc's portfolio in Q1 2026, its #7 holding.
  • Strategic Planning Inc first reported a position in Ford in Q1 2025 and has held it in 5 quarters since.
  • Strategic Planning Inc's Ford position peaked at $11M in Q4 2025.
  • 1,694 funds tracked by Wall St. Rank held Ford as of Q1 2026.

Based on Strategic Planning Inc's 13F filing for Q1 2026, filed 18 May 2026.