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Xcel Wealth Management’s Textron TXT Stock Holding History

Xcel Wealth Management’s Portfolio TXT Stock Details TXT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$447K Sell
4,875
-567
-10% -$51.5K 0.11% 113
2026
Q1 		$477K Sell
5,442
-200
-4% -$18.7K 0.13% 104
2025
Q4 		$492K Buy
+5,642
New +$472K 0.13% 100

Other funds holding TXT

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
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 $3.37T AUM 44.26% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return

Xcel Wealth Management's TXT Position: Q2 2026 in Review

Xcel Wealth Management reduced its Textron (TXT) stake by 10% in Q2 2026, selling an estimated $51.5K and leaving 4,875 shares worth $447K. The position accounts for 0.11% of the portfolio, ranked #113.

Xcel Wealth Management first reported a position in TXT in Q4 2025 and has held it in 3 quarters since. The position peaked at $492K in Q4 2025. 791 funds tracked by Wall St. Rank hold TXT as of Q2 2026.

  • Xcel Wealth Management held 4,875 shares of Textron worth $447K as of Q2 2026.
  • Xcel Wealth Management sold 567 Textron shares in Q2 2026, an estimated $51.5K.
  • Textron made up 0.11% of Xcel Wealth Management's portfolio in Q2 2026, its #113 holding.
  • Xcel Wealth Management first reported a position in Textron in Q4 2025 and has held it in 3 quarters since.
  • Xcel Wealth Management's Textron position peaked at $492K in Q4 2025.
  • 791 funds tracked by Wall St. Rank held Textron as of Q2 2026.

Based on Xcel Wealth Management's 13F filing for Q2 2026, filed 24 Jul 2026.