Valley Wealth Managers’s Ford F Stock Holding History

Valley Wealth Managers’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	$3.94K	Sell	341 -1,445	-81%	-$19K	﹤0.01%	287
2025 Q4	$23.4K	Buy	1,786 +1,445	+424%	+$18.6K	﹤0.01%	248
2025 Q3	$4.08K	Hold	341	–	–	﹤0.01%	275
2025 Q2	$3.7K	Buy	341 +91	+36%	+$927	﹤0.01%	264
2025 Q1	$2.51K	Hold	250	–	–	﹤0.01%	315
2024 Q4	$2.48K	Hold	250	–	–	﹤0.01%	337
2024 Q3	$2.65K	Sell	250 -230	-48%	-$2.63K	﹤0.01%	341
2024 Q2	$6.03K	Buy	480 +230	+92%	+$2.85K	﹤0.01%	300
2024 Q1	$3.32K	Hold	250	–	–	﹤0.01%	273
2023 Q4	$3.05K	Hold	250	–	–	﹤0.01%	292
2023 Q3	$3.1K	Hold	250	–	–	﹤0.01%	324
2023 Q2	$3.78K	Hold	250	–	–	﹤0.01%	295
2023 Q1	$3.15K	Sell	250 -2,800	-92%	-$35.1K	﹤0.01%	313
2022 Q4	$35.5K	Buy	3,050 +2,800	+1,120%	+$36K	﹤0.01%	245
2022 Q3	$3K	Hold	250	–	–	﹤0.01%	355
2022 Q2	$3K	Buy	+250	New	+$3.42K	﹤0.01%	368
2019 Q1	–	Sell	-10,292	Closed	-$79K	–	204
2018 Q4	$79K	Buy	+10,292	New	+$91.7K	0.01%	164
2017 Q2	–	Sell	-750	Closed	-$9K	–	141
2017 Q1	$9K	Sell	750 -173	-19%	-$2.15K	﹤0.01%	174
2016 Q4	$11K	Buy	923 +173	+23%	+$2.1K	﹤0.01%	171
2016 Q3	$9K	Sell	750 -3,200	-81%	-$40.4K	﹤0.01%	178
2016 Q2	$50K	Buy	+3,950	New	+$52.1K	0.01%	141

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

Valley Wealth Managers's F Position: Q1 2026 in Review

Valley Wealth Managers reduced its Ford (F) stake by 81% in Q1 2026, selling an estimated $19K and leaving 341 shares worth $3.94K. The position accounts for ﹤0.01% of the portfolio, ranked #287.

Valley Wealth Managers first reported a position in F in Q2 2016 and has held it in 21 quarters since. The position peaked at $79K in Q4 2018. 1,693 funds tracked by Wall St. Rank hold F as of Q1 2026.

Valley Wealth Managers held 341 shares of Ford worth $3.94K as of Q1 2026.
Valley Wealth Managers sold 1,445 Ford shares in Q1 2026, an estimated $19K.
Ford made up ﹤0.01% of Valley Wealth Managers's portfolio in Q1 2026, its #287 holding.
Valley Wealth Managers first reported a position in Ford in Q2 2016 and has held it in 21 quarters since.
Valley Wealth Managers's Ford position peaked at $79K in Q4 2018.
1,693 funds tracked by Wall St. Rank held Ford as of Q1 2026.

Based on Valley Wealth Managers's 13F filing for Q1 2026, filed 6 May 2026.