SFC
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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
Q2 		$186K Buy
13,411
+88
+0.7% +$1.19K 0.13% 48
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 $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Newport Trust Company
Newport Trust Company Washington, District of Columbia $41.5B AUM 16.76% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM

Summit Financial Consulting's F Position: Q2 2026 in Review

Summit Financial Consulting increased its Ford (F) stake by 0.66% in Q2 2026, buying an estimated $1.19K and bringing the position to 13,411 shares worth $186K. The position accounts for 0.13% of the portfolio, ranked #48.

Summit Financial Consulting first reported a position in F in Q1 2025 and has held it in 6 quarters since. The position peaked at $194K in Q3 2025. 1,736 funds tracked by Wall St. Rank hold F as of Q2 2026.

  • Summit Financial Consulting held 13,411 shares of Ford worth $186K as of Q2 2026.
  • Summit Financial Consulting bought 88 Ford shares in Q2 2026, an estimated $1.19K.
  • Ford made up 0.13% of Summit Financial Consulting's portfolio in Q2 2026, its #48 holding.
  • Summit Financial Consulting first reported a position in Ford in Q1 2025 and has held it in 6 quarters since.
  • Summit Financial Consulting's Ford position peaked at $194K in Q3 2025.
  • 1,736 funds tracked by Wall St. Rank held Ford as of Q2 2026.

Based on Summit Financial Consulting's 13F filing for Q2 2026, filed 7 Aug 2026.