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Xcel Wealth Management’s Ford F Stock Holding History

Xcel Wealth 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
Q1 		$11.9M Sell
1,028,199
-50,477
-5% -$665K 3.28% 7
2025
Q4 		$14.2M Buy
1,078,676
+18,746
+2% +$242K 3.6% 5
2025
Q3 		$12.7M Sell
1,059,930
-8,297
-0.8% -$95.6K 3.3% 8
2025
Q2 		$11.6M Sell
1,068,227
-9,430
-0.9% -$96K 3.3% 7
2025
Q1 		$10.8M Sell
1,077,657
-17,656
-2% -$172K 3.37% 7
2024
Q4 		$10.8M Sell
1,095,313
-6,843
-0.6% -$73K 3.01% 9
2024
Q3 		$11.6M Buy
1,102,156
+303,881
+38% +$3.48M 3.4% 6
2024
Q2 		$10M Buy
798,275
+172,762
+28% +$2.14M 3.13% 8
2024
Q1 		$8.31M Buy
625,513
+100,502
+19% +$1.22M 2.6% 9
2023
Q4 		$6.4M Sell
525,011
-8,000
-2% -$89K 2.24% 12
2023
Q3 		$6.62M Sell
533,011
-83,724
-14% -$1.09M 2.61% 11
2023
Q2 		$9.33M Buy
616,735
+14,200
+2% +$180K 2.95% 10
2023
Q1 		$7.59M Buy
602,535
+19,526
+3% +$244K 2.67% 11
2022
Q4 		$6.78M Sell
583,009
-13,300
-2% -$171K 2.67% 11
2022
Q3 		$6.68M Buy
596,309
+30,600
+5% +$428K 2.49% 12
2022
Q2 		$6.3M Buy
565,709
+28,550
+5% +$391K 2.29% 12
2022
Q1 		$9.08M Buy
537,159
+66,956
+14% +$1.27M 2.49% 10
2021
Q4 		$9.77M Sell
470,203
-2,145
-0.5% -$39.5K 2.51% 9
2021
Q3 		$6.69M Buy
472,348
+279,225
+145% +$3.8M 1.94% 17
2021
Q2 		$2.87M Buy
193,123
+54,645
+39% +$726K 0.87% 34
2021
Q1 		$1.7M Buy
138,478
+20,164
+17% +$231K 0.6% 43
2020
Q4 		$1.04M Buy
+118,314
New +$991K 0.45% 51

Other funds holding F

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
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
Newport Trust Company Washington, District of Columbia $40.7B AUM 24.62% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Xcel Wealth Management's F Position: Q1 2026 in Review

Xcel Wealth Management reduced its Ford (F) stake by 4.7% in Q1 2026, selling an estimated $665K and leaving 1,028,199 shares worth $11.9M. The position accounts for 3.28% of the portfolio, ranked #7.

Xcel Wealth Management first reported a position in F in Q4 2020 and has held it in 22 quarters since. The position peaked at $14.2M in Q4 2025. 1,693 funds tracked by Wall St. Rank hold F as of Q1 2026.

  • Xcel Wealth Management held 1,028,199 shares of Ford worth $11.9M as of Q1 2026.
  • Xcel Wealth Management sold 50,477 Ford shares in Q1 2026, an estimated $665K.
  • Ford made up 3.28% of Xcel Wealth Management's portfolio in Q1 2026, its #7 holding.
  • Xcel Wealth Management first reported a position in Ford in Q4 2020 and has held it in 22 quarters since.
  • Xcel Wealth Management's Ford position peaked at $14.2M in Q4 2025.
  • 1,693 funds tracked by Wall St. Rank held Ford as of Q1 2026.

Based on Xcel Wealth Management's 13F filing for Q1 2026, filed 21 Apr 2026.