M.E. ALLISON & CO., INC. F — FORD MTR CO

Ownership history in M.E. ALLISON & CO., INC.  ·  7 quarters on record

AI Ownership Summary

M.E. ALLISON & CO., INC. reported FORD MTR CO (F) in 7 quarterly 13F filings from 2024 Q4 through 2026 Q2. Peak portfolio weight reached 0.57% in 2024 Q4. The latest visible filing shows F at 0.36% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this F ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was M.E. ALLISON & CO., INC.'s position in FORD MTR CO, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q2

F was reported at 0.36% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.57% in 2024 Q4

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2024 Q4 to 2026 Q2

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

F stock page M.E. ALLISON & CO., INC. fund profile M.E. ALLISON & CO., INC. full holdings
How M.E. ALLISON & CO., INC. held F — position size vs. price
% of Fund (quarterly)    F price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 7 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q2 REDUCED — — — 44,990 -220 -0.5% 0.36% $625K 2026-07-07 $13.56
2026 Q1 REDUCED — — — 45,210 -999 -2.2% 0.35% $522K 2026-04-08 $12.03
2025 Q4 REDUCED 10.3% -11.1% ✅ 46,209 -5,299 -10.3% 0.41% $606K 2026-01-12 $13.71
2025 Q3 REDUCED 5.4% +12.3% ❌ 51,508 -2,923 -5.4% 0.43% $616K 2025-10-08 $11.34
2025 Q2 ADDED — — — 54,431 +3,101 +6.0% 0.47% $591K 2025-07-25 $10.93
2025 Q1 REDUCED — — — 51,330 -500 -1.0% 0.51% $515K 2025-04-17 $9.05
2024 Q4 INITIATED — — — 51,830 — — 0.57% $513K 2025-01-16 $9.10

🏢 Other funds also holding F

As of 2026 Q2 — sorted by position size

Hilltop National Bank 0.24% Grant Private Wealth Management Inc 0.19% Post Resch Tallon Group Inc. 0.1% Trust Asset Management LLC 3Y 7Y 0.08% GAMMA Investing LLC 0.06% Quad-Cities Investment Group, LLC 3Y 7Y 0.05% 55 North Private Wealth, LLC 0.04% CoreCap Advisors, LLC 3Y 0.04% KERR FINANCIAL PLANNING Corp 0.04% CX Institutional 3Y 7Y 0.04%

FAQ About M.E. ALLISON & CO., INC. and F

These are the practical questions this page is built to answer before you even open the full history table.

How long has M.E. ALLISON & CO., INC. reported owning F?

M.E. ALLISON & CO., INC. reported F across 7 quarterly 13F filings, from 2024 Q4 through 2026 Q2.

What was the largest reported F position in M.E. ALLISON & CO., INC.'s portfolio?

The largest reported portfolio weight for F was 0.57% in 2024 Q4.

What is the latest reported F position on this page?

The most recent filing on this page is 2026 Q2, when M.E. ALLISON & CO., INC. reported 44,990 shares, equal to 0.36% of portfolio, with an estimated market value of $625K.

What does the chart on this F ownership page compare?

The chart compares M.E. ALLISON & CO., INC.'s quarterly F portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did M.E. ALLISON & CO., INC. time their F position?

Based on 13F filing dates vs. subsequent F price moves, M.E. ALLISON & CO., INC. correctly timed 2 out of 6 reported position changes (33%). The annualised alpha on F relative to SPY over the holding period was +10.2%.

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