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WealthPlan Investment Management’s Ford F Stock Holding History

WealthPlan Investment Management’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 		$501K Buy
36,045
+2,269
+7% +$30.6K 0.02% 319
2026
Q1 		$390K Buy
33,776
+556
+2% +$7.32K 0.02% 339
2025
Q4 		$436K Sell
33,220
-2,867
-8% -$37K 0.03% 272
2025
Q3 		$432K Buy
36,087
+308
+0.9% +$3.55K 0.03% 242
2025
Q2 		$388K Sell
35,779
-1,497
-4% -$15.2K 0.03% 264
2025
Q1 		$374K Buy
37,276
+13,573
+57% +$133K 0.04% 201
2024
Q4 		$235K Sell
23,703
-10,365
-30% -$111K 0.02% 242
2024
Q3 		$360K Buy
34,068
+14,235
+72% +$163K 0.04% 182
2024
Q2 		$249K Buy
19,833
+181
+0.9% +$2.24K 0.04% 166
2024
Q1 		$261K Sell
19,652
-4,832
-20% -$58.6K 0.04% 164
2023
Q4 		$298K Buy
24,484
+7,734
+46% +$86.1K 0.05% 154
2023
Q3 		$208K Buy
16,750
+3,669
+28% +$47.6K 0.04% 164
2023
Q2 		$198K Sell
13,081
-3,216
-20% -$40.7K 0.06% 127
2023
Q1 		$205K Sell
16,297
-31,268
-66% -$392K 0.04% 158
2022
Q4 		$623K Buy
47,565
+2,164
+5% +$27.8K 0.04% 225
2022
Q3 		$595K Buy
+45,401
New +$635K 0.04% 221
2022
Q1 		$780K Buy
+55,081
New +$1.05M 0.05% 196

Other funds holding F

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Newport Trust Company
Newport Trust Company Washington, District of Columbia $41.5B AUM 16.76% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM

WealthPlan Investment Management's F Position: Q2 2026 in Review

WealthPlan Investment Management increased its Ford (F) stake by 6.7% in Q2 2026, buying an estimated $30.6K and bringing the position to 36,045 shares worth $501K. The position accounts for 0.02% of the portfolio, ranked #319.

WealthPlan Investment Management first reported a position in F in Q1 2022 and has held it in 17 quarters since. The position peaked at $780K in Q1 2022. 1,745 funds tracked by Wall St. Rank hold F as of Q2 2026.

  • WealthPlan Investment Management held 36,045 shares of Ford worth $501K as of Q2 2026.
  • WealthPlan Investment Management bought 2,269 Ford shares in Q2 2026, an estimated $30.6K.
  • Ford made up 0.02% of WealthPlan Investment Management's portfolio in Q2 2026, its #319 holding.
  • WealthPlan Investment Management first reported a position in Ford in Q1 2022 and has held it in 17 quarters since.
  • WealthPlan Investment Management's Ford position peaked at $780K in Q1 2022.
  • 1,745 funds tracked by Wall St. Rank held Ford as of Q2 2026.

Based on WealthPlan Investment Management's 13F filing for Q2 2026, filed 28 Jul 2026.