Summit Securities Group’s Ford F Stock Holding History

Summit Securities Group’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	$193K	Buy	13,917 +7,872	+130%	+$106K	0.02%	282
2026 Q1	$69.8K	Sell	6,045 -79,079	-93%	-$1.04M	0.01%	331
2025 Q4	$1.12M	Sell	85,124 -36,826	-30%	-$475K	0.15%	120
2025 Q3	$1.46M	Buy	121,950 +24,609	+25%	+$284K	0.3%	72
2025 Q2	$1.06M	Buy	97,341 +4,738	+5%	+$48.2K	0.2%	90
2025 Q1	$929K	Buy	92,603 +75,903	+455%	+$741K	0.15%	73
2024 Q4	$165K	Sell	16,700 -31,200	-65%	-$333K	0.03%	197
2024 Q3	$506K	Sell	47,900 -35,500	-43%	-$406K	0.13%	97
2024 Q2	$1.05M	Buy	83,400 +78,500	+1,602%	+$971K	0.2%	65
2024 Q1	$65K	Sell	4,900 -10,000	-67%	-$121K	0.01%	236
2023 Q4	$182K	Buy	14,900 +6,200	+71%	+$69K	0.02%	265
2023 Q3	$108K	Sell	8,700 -17,736	-67%	-$230K	0.01%	212
2023 Q2	$400K	Sell	26,436 -26,343	-50%	-$333K	0.05%	158
2023 Q1	$665K	Sell	52,779 -63,613	-55%	-$796K	0.05%	118
2022 Q4	$1.35M	Buy	116,392 +992	+0.9%	+$12.7K	0.05%	150
2022 Q3	$1.29M	Sell	115,400 -61,254	-35%	-$857K	0.1%	137
2022 Q2	$1.97M	Sell	176,654 -11,157	-6%	-$153K	0.24%	73
2022 Q1	$3.18M	Sell	187,811 -786,301	-81%	-$15M	0.36%	47
2021 Q4	$20.2M	Buy	+974,112	New	+$17.9M	0.95%	17
2021 Q1	–	Sell	-33,200	Closed	-$292K	–	634
2020 Q4	$292K	Sell	33,200 -200	-0.6%	-$1.68K	0.02%	460
2020 Q3	$222K	Hold	33,400	–	–	0.02%	311
2020 Q2	$203K	Sell	33,400 -100	-0.3%	-$554	0.03%	392
2020 Q1	$162K	Sell	33,500 -120,400	-78%	-$902K	0.03%	258
2019 Q4	$1.43M	Buy	153,900 +56,300	+58%	+$506K	0.11%	175
2019 Q3	$894K	Buy	97,600 +52,600	+117%	+$500K	0.08%	143
2019 Q2	$460K	Buy	45,000 +6,900	+18%	+$68K	0.05%	217
2019 Q1	$335K	Sell	38,100 -49,900	-57%	-$429K	0.06%	151
2018 Q4	$673K	Buy	88,000 +31,500	+56%	+$281K	0.06%	177
2018 Q3	$523K	Buy	56,500 +20,900	+59%	+$209K	0.19%	83
2018 Q2	$394K	Buy	35,600 +4,000	+13%	+$45.8K	0.06%	151
2018 Q1	$350K	Sell	31,600 -239,700	-88%	-$2.7M	0.09%	105
2017 Q4	$3.39M	Buy	271,300 +238,400	+725%	+$2.94M	0.4%	21
2017 Q3	$394K	Buy	32,900 +15,280	+87%	+$172K	0.07%	126
2017 Q2	$197K	Buy	+17,620	New	+$197K	0.04%	214
2017 Q1	–	Sell	-260,300	Closed	-$3.16M	–	326
2016 Q4	$3.16M	Buy	260,300 +17,600	+7%	+$213K	0.69%	30
2016 Q3	$2.93M	Buy	242,700 +59,000	+32%	+$745K	0.99%	16
2016 Q2	$2.31M	Buy	+183,700	New	+$2.42M	1.23%	15
2015 Q3	–	Sell	-18,300	Closed	-$275K	–	409
2015 Q2	$275K	Buy	18,300 +10,099	+123%	+$157K	0.13%	58
2015 Q1	$132K	Sell	8,201 -273,525	-97%	-$4.32M	0.1%	111
2014 Q4	$4.37M	Buy	281,726 +1,632	+0.6%	+$24K	1.25%	12
2014 Q3	$4.14M	Buy	280,094 +150,894	+117%	+$2.58M	1.2%	23
2014 Q2	$2.23M	Buy	129,200 +93,500	+262%	+$1.52M	0.76%	29
2014 Q1	$557K	Sell	35,700 -536,600	-94%	-$8.3M	0.33%	46
2013 Q4	$8.83M	Buy	572,300 +268,000	+88%	+$4.49M	1.54%	12
2013 Q3	$5.13M	Buy	304,300 +199,500	+190%	+$3.37M	1.75%	13
2013 Q2	$1.62M	Buy	+104,800	New	+$1.5M	0.77%	30

Other funds holding F

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Newport Trust Company Washington, District of Columbia $41.5B AUM 16.76% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Summit Securities Group's F Position: Q2 2026 in Review

Summit Securities Group increased its Ford (F) stake by 130% in Q2 2026, buying an estimated $106K and bringing the position to 13,917 shares worth $193K. The position accounts for 0.02% of the portfolio, ranked #282.

Summit Securities Group first reported a position in F in Q2 2013 and has held it in 46 quarters since. The position peaked at $20.2M in Q4 2021. 1,731 funds tracked by Wall St. Rank hold F as of Q2 2026.

Summit Securities Group held 13,917 shares of Ford worth $193K as of Q2 2026.
Summit Securities Group bought 7,872 Ford shares in Q2 2026, an estimated $106K.
Ford made up 0.02% of Summit Securities Group's portfolio in Q2 2026, its #282 holding.
Summit Securities Group first reported a position in Ford in Q2 2013 and has held it in 46 quarters since.
Summit Securities Group's Ford position peaked at $20.2M in Q4 2021.
1,731 funds tracked by Wall St. Rank held Ford as of Q2 2026.

Based on Summit Securities Group's 13F filing for Q2 2026, filed 3 Aug 2026.