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Xcel Wealth Management’s Levi Strauss LEVI Stock Holding History

Xcel Wealth Management’s Portfolio LEVI Stock Details LEVI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$2.62M Buy
141,654
+9,434
+7% +$193K 0.72% 37
2025
Q4 		$2.74M Sell
132,220
-1,585
-1% -$34.2K 0.7% 39
2025
Q3 		$3.12M Sell
133,805
-400
-0.3% -$8.5K 0.81% 34
2025
Q2 		$2.48M Buy
134,205
+24,494
+22% +$407K 0.71% 38
2025
Q1 		$1.71M Buy
+109,711
New +$1.91M 0.53% 47

Other funds holding LEVI

JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return
GKIM
GW&K Investment Management Boston, Massachusetts $11.3B AUM 31.98% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

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

Xcel Wealth Management increased its Levi Strauss (LEVI) stake by 7.1% in Q1 2026, buying an estimated $193K and bringing the position to 141,654 shares worth $2.62M. The position accounts for 0.72% of the portfolio, ranked #37.

Xcel Wealth Management first reported a position in LEVI in Q1 2025 and has held it in 5 quarters since. The position peaked at $3.12M in Q3 2025. 283 funds tracked by Wall St. Rank hold LEVI as of Q1 2026.

  • Xcel Wealth Management held 141,654 shares of Levi Strauss worth $2.62M as of Q1 2026.
  • Xcel Wealth Management bought 9,434 Levi Strauss shares in Q1 2026, an estimated $193K.
  • Levi Strauss made up 0.72% of Xcel Wealth Management's portfolio in Q1 2026, its #37 holding.
  • Xcel Wealth Management first reported a position in Levi Strauss in Q1 2025 and has held it in 5 quarters since.
  • Xcel Wealth Management's Levi Strauss position peaked at $3.12M in Q3 2025.
  • 283 funds tracked by Wall St. Rank held Levi Strauss as of Q1 2026.

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