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Summit Financial’s Ford F Stock Holding History

Summit Financial’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 		$1.05M Buy
90,853
+1,177
+1% +$15.5K 0.01% 761
2025
Q4 		$1.18M Buy
89,676
+24,502
+38% +$316K 0.02% 611
2025
Q3 		$779K Buy
65,174
+20,656
+46% +$238K 0.01% 728
2025
Q2 		$483K Buy
44,518
+1,805
+4% +$18.4K 0.01% 580
2025
Q1 		$428K Buy
42,713
+1,302
+3% +$12.7K 0.01% 550
2024
Q4 		$410K Sell
41,411
-2,303
-5% -$24.6K 0.01% 477
2024
Q3 		$462K Sell
43,714
-1,450
-3% -$16.6K 0.02% 388
2024
Q2 		$566K Buy
45,164
+12,964
+40% +$160K 0.03% 306
2024
Q1 		$428K Buy
32,200
+4,664
+17% +$56.5K 0.03% 280
2023
Q4 		$336K Sell
27,536
-1,496
-5% -$16.6K 0.02% 286
2023
Q3 		$361K Buy
29,032
+804
+3% +$10.4K 0.03% 276
2023
Q2 		$427K Buy
28,228
+7,135
+34% +$90.3K 0.03% 247
2023
Q1 		$266K Buy
21,093
+711
+3% +$8.9K 0.02% 220
2022
Q4 		$237K Sell
20,382
-799
-4% -$10.3K 0.02% 223
2022
Q3 		$237K Sell
21,181
-9,298
-31% -$130K 0.02% 225
2022
Q2 		$339K Sell
30,479
-9,716
-24% -$133K 0.03% 188
2022
Q1 		$680K Buy
40,195
+1,619
+4% +$30.8K 0.05% 155
2021
Q4 		$801K Buy
38,576
+18,337
+91% +$337K 0.06% 131
2021
Q3 		$287K Buy
20,239
+3,632
+22% +$49.4K 0.02% 187
2021
Q2 		$247K Buy
+16,607
New +$221K 0.02% 153

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's F Position: Q1 2026 in Review

Summit Financial increased its Ford (F) stake by 1.3% in Q1 2026, buying an estimated $15.5K and bringing the position to 90,853 shares worth $1.05M. The position accounts for 0.01% of the portfolio, ranked #761.

Summit Financial first reported a position in F in Q2 2021 and has held it in 20 quarters since. The position peaked at $1.18M in Q4 2025. 1,696 funds tracked by Wall St. Rank hold F as of Q1 2026.

  • Summit Financial held 90,853 shares of Ford worth $1.05M as of Q1 2026.
  • Summit Financial bought 1,177 Ford shares in Q1 2026, an estimated $15.5K.
  • Ford made up 0.01% of Summit Financial's portfolio in Q1 2026, its #761 holding.
  • Summit Financial first reported a position in Ford in Q2 2021 and has held it in 20 quarters since.
  • Summit Financial's Ford position peaked at $1.18M in Q4 2025.
  • 1,696 funds tracked by Wall St. Rank held Ford as of Q1 2026.

Based on Summit Financial's 13F filing for Q1 2026, filed 15 May 2026.