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
2025 Q4	–	Sell	-200,000	Closed	-$2.39M	–	1078
2025 Q3	$2.39M	Hold	200,000	–	–	0.49%	48
2025 Q2	$2.17M	Hold	200,000	–	–	0.42%	51
2025 Q1	$2.01M	Hold	200,000	–	–	0.31%	37
2024 Q4	$1.98M	Buy	+200,000	New	+$2.13M	0.41%	48
2023 Q4	–	Sell	-2,100	Closed	-$26K	–	746
2023 Q3	$26K	Buy	+2,100	New	+$27.3K	﹤0.01%	342
2015 Q1	–	Sell	-3,326	Closed	-$2K	–	469
2014 Q4	$2K	Buy	3,326 +343	+11%	+$5.05K	﹤0.01%	533
2014 Q3	$165K	Buy	+2,983	New	+$51K	0.05%	235
2014 Q1	–	Sell	-5,551	Closed	-$5K	–	462
2013 Q4	$5K	Buy	5,551 +2,760	+99%	+$46.3K	﹤0.01%	385
2013 Q3	$11K	Buy	+2,791	New	+$47.1K	﹤0.01%	256

Other funds holding F

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

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 Washington, District of Columbia $40.7B AUM 24.62% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Summit Securities Group's F Position: Q1 2026 in Review

Summit Securities Group reduced its Ford (F) stake by 93% in Q1 2026, selling an estimated $1.04M and leaving 6,045 shares worth $69.8K. The position accounts for 0.01% of the portfolio, ranked #331.

Summit Securities Group first reported a position in F in Q2 2013 and has held it in 45 quarters since. The position peaked at $20.2M in Q4 2021. 1,694 funds tracked by Wall St. Rank hold F as of Q1 2026.

Summit Securities Group held 6,045 shares of Ford worth $69.8K as of Q1 2026.
Summit Securities Group sold 79,079 Ford shares in Q1 2026, an estimated $1.04M.
Ford made up 0.01% of Summit Securities Group's portfolio in Q1 2026, its #331 holding.
Summit Securities Group first reported a position in Ford in Q2 2013 and has held it in 45 quarters since.
Summit Securities Group's Ford position peaked at $20.2M in Q4 2021.
1,694 funds tracked by Wall St. Rank held Ford as of Q1 2026.

Based on Summit Securities Group's 13F filing for Q1 2026, filed 30 Apr 2026.