SEC 13F Intelligence

Xcel Wealth Management, LLC / F

Xcel Wealth Management, LLC’s Ford Mtr Co Position

Does Xcel Wealth Management, LLC own Ford Mtr Co (F)? Yes1.03M shares worth $12M (+3.28% of its 13F portfolio) as of Q1 2026, down from 1.08M shares the prior filed quarter.

Position Value
$12M
Q1 2026
Shares
1.03M
% of Portfolio
+3.28%
Quarters Held
22
currently held

Position History F

Reported value by quarter
Q4 ’20: $1MQ4 ’20Q1 ’21: $2MQ2 ’21: $3MQ3 ’21: $7MQ3 ’21Q4 ’21: $10MQ1 ’22: $9MQ2 ’22: $6MQ2 ’22Q3 ’22: $7MQ4 ’22: $7MQ1 ’23: $8MQ1 ’23Q2 ’23: $9MQ3 ’23: $7MQ4 ’23: $6MQ4 ’23Q1 ’24: $8MQ2 ’24: $10MQ3 ’24: $12MQ3 ’24Q4 ’24: $11MQ1 ’25: $11MQ2 ’25: $12MQ2 ’25Q3 ’25: $13MQ4 ’25: $14MQ1 ’26: $12MQ1 ’26filingsflow.com
QuarterSharesValue% of Portfolio
Q1 20261.03M$12M+3.28%
Q4 20251.08M$14M+3.60%
Q3 20251.06M$13M+3.30%
Q2 20251.07M$12M+3.30%
Q1 20251.08M$11M+3.37%
Q4 20241.10M$11M+3.01%
Q3 20241.10M$12M+3.40%
Q2 2024798.3K$10M+3.13%
Q1 2024625.5K$8M+2.60%
Q4 2023525.0K$6M+2.24%
Q3 2023533.0K$7M+2.61%
Q2 2023616.7K$9M+2.95%
Q1 2023602.5K$8M+2.67%
Q4 2022583.0K$7M+2.67%
Q3 2022596.3K$7M+2.49%
Q2 2022565.7K$6M+2.29%
Q1 2022537.2K$9M+2.49%
Q4 2021470.2K$10M+2.51%
Q3 2021472.3K$7M+1.94%
Q2 2021193.1K$3M+0.87%
Q1 2021138.5K$2M+0.60%
Q4 2020118.3K$1M+0.45%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Xcel Wealth Management, LLC’s full portfolio or all institutional holders of F.