SFC
F icon

Summit Financial Consulting’s Ford F Stock Holding History

Summit Financial Consulting’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 		$154K Buy
13,323
+102
+0.8% +$1.34K 0.11% 41
2025
Q4 		$173K Sell
13,221
-2,974
-18% -$38.3K 0.13% 43
2025
Q3 		$194K Buy
16,195
+955
+6% +$11K 0.15% 42
2025
Q2 		$165K Buy
15,240
+189
+1% +$1.93K 0.15% 40
2025
Q1 		$151K Buy
+15,051
New +$147K 0.14% 42

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

Summit Financial Consulting's F Position: Q1 2026 in Review

Summit Financial Consulting increased its Ford (F) stake by 0.77% in Q1 2026, buying an estimated $1.34K and bringing the position to 13,323 shares worth $154K. The position accounts for 0.11% of the portfolio, ranked #41.

Summit Financial Consulting first reported a position in F in Q1 2025 and has held it in 5 quarters since. The position peaked at $194K in Q3 2025. 1,693 funds tracked by Wall St. Rank hold F as of Q1 2026.

  • Summit Financial Consulting held 13,323 shares of Ford worth $154K as of Q1 2026.
  • Summit Financial Consulting bought 102 Ford shares in Q1 2026, an estimated $1.34K.
  • Ford made up 0.11% of Summit Financial Consulting's portfolio in Q1 2026, its #41 holding.
  • Summit Financial Consulting first reported a position in Ford in Q1 2025 and has held it in 5 quarters since.
  • Summit Financial Consulting's Ford position peaked at $194K in Q3 2025.
  • 1,693 funds tracked by Wall St. Rank held Ford as of Q1 2026.

Based on Summit Financial Consulting's 13F filing for Q1 2026, filed 10 Apr 2026.