Summit Financial Wealth Advisors’s Ford F Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $167K | Buy |
12,000
+273
| +2% | +$3.68K | 0.02% | 223 |
|
|
2026
Q1 | $135K | Buy |
11,727
+806
| +7% | +$10.6K | 0.02% | 192 |
|
|
2025
Q4 | $143K | Hold |
10,921
| – | – | 0.02% | 192 |
|
|
2025
Q3 | $134K | Buy |
+10,921
| New | +$126K | 0.02% | 180 |
|
|
2024
Q4 | – | Sell |
-12,418
| Closed | -$131K | – | 153 |
|
|
2024
Q3 | $131K | Sell |
12,418
-6,885
| -36% | -$78.8K | 0.02% | 150 |
|
|
2024
Q2 | $242K | Hold |
19,303
| – | – | 0.05% | 120 |
|
|
2024
Q1 | $256K | Buy |
19,303
+1,170
| +6% | +$14.2K | 0.05% | 114 |
|
|
2023
Q4 | $221K | Hold |
18,133
| – | – | 0.05% | 117 |
|
|
2023
Q3 | $184K | Sell |
18,133
-2,202
| -11% | -$28.6K | 0.05% | 116 |
|
|
2023
Q2 | $308K | Sell |
20,335
-5,333
| -21% | -$67.5K | 0.07% | 100 |
|
|
2023
Q1 | $323K | Hold |
25,668
| – | – | 0.08% | 104 |
|
|
2022
Q4 | $299K | Buy |
25,668
+1,800
| +8% | +$23.1K | 0.07% | 110 |
|
|
2022
Q3 | $310K | Buy |
23,868
+3,813
| +19% | +$53.4K | 0.09% | 96 |
|
|
2022
Q2 | $258K | Sell |
20,055
-3,834
| -16% | -$52.5K | 0.06% | 112 |
|
|
2022
Q1 | $404K | Hold |
23,889
| – | – | 0.08% | 90 |
|
|
2021
Q4 | $581K | Sell |
23,889
-535
| -2% | -$9.85K | 0.11% | 81 |
|
|
2021
Q3 | $346K | Buy |
24,424
+1,640
| +7% | +$22.3K | 0.08% | 92 |
|
|
2021
Q2 | $339K | Buy |
+22,784
| New | +$303K | 0.08% | 95 |
|
|
2018
Q4 | – | Sell |
-16,653
| Closed | -$146K | – | 132 |
|
|
2018
Q3 | $146K | Buy |
16,653
+3,627
| +28% | +$36.3K | 0.04% | 142 |
|
|
2018
Q2 | $144K | Hold |
13,026
| – | – | 0.05% | 134 |
|
|
2018
Q1 | $144K | Buy |
+13,026
| New | +$147K | 0.05% | 142 |
|
|
2017
Q4 | – | Sell |
-17,711
| Closed | -$212K | – | 146 |
|
|
2017
Q3 | $212K | Sell |
17,711
-9,000
| -34% | -$102K | 0.08% | 130 |
|
|
2017
Q2 | $299K | Sell |
26,711
-206,317
| -89% | -$2.3M | 0.12% | 115 |
|
|
2017
Q1 | $2.71M | Buy |
233,028
+14,252
| +7% | +$177K | 1.18% | 29 |
|
|
2016
Q4 | $2.65M | Sell |
218,776
-29,545
| -12% | -$358K | 1.17% | 30 |
|
|
2016
Q3 | $3M | Buy |
248,321
+166,711
| +204% | +$2.1M | 1.3% | 26 |
|
|
2016
Q2 | $1.03M | Buy |
81,610
+47,843
| +142% | +$631K | 0.43% | 60 |
|
|
2016
Q1 | $456K | Sell |
33,767
-7,980
| -19% | -$100K | 0.2% | 90 |
|
|
2015
Q4 | $588K | Buy |
41,747
+2,706
| +7% | +$39.2K | 0.27% | 69 |
|
|
2015
Q3 | $529K | Buy |
39,041
+2,510
| +7% | +$35.9K | 0.34% | 54 |
|
|
2015
Q2 | $548K | Hold |
36,531
| – | – | 0.34% | 52 |
|
|
2015
Q1 | $563K | Buy |
36,531
+2,024
| +6% | +$31.9K | 0.38% | 41 |
|
|
2014
Q4 | $535K | Buy |
+34,507
| New | +$508K | 0.37% | 41 |
|
Other funds holding F
Summit Financial Wealth Advisors's F Position: Q2 2026 in Review
Summit Financial Wealth Advisors increased its Ford (F) stake by 2.3% in Q2 2026, buying an estimated $3.68K and bringing the position to 12,000 shares worth $167K. The position accounts for 0.02% of the portfolio, ranked #223.
Summit Financial Wealth Advisors first reported a position in F in Q4 2014 and has held it in 33 quarters since. The position peaked at $3M in Q3 2016. 1,731 funds tracked by Wall St. Rank hold F as of Q2 2026.
- Summit Financial Wealth Advisors held 12,000 shares of Ford worth $167K as of Q2 2026.
- Summit Financial Wealth Advisors bought 273 Ford shares in Q2 2026, an estimated $3.68K.
- Ford made up 0.02% of Summit Financial Wealth Advisors's portfolio in Q2 2026, its #223 holding.
- Summit Financial Wealth Advisors first reported a position in Ford in Q4 2014 and has held it in 33 quarters since.
- Summit Financial Wealth Advisors's Ford position peaked at $3M in Q3 2016.
- 1,731 funds tracked by Wall St. Rank held Ford as of Q2 2026.
Based on Summit Financial Wealth Advisors's 13F filing for Q2 2026, filed 15 Jul 2026.