Position in TXT
as of Jun 30, 2026
· filed Jul 24, 2026
Position Value
$447,183
-$29,318 QoQ
Shares Held
4,875
-10.4% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.12%
of 13F equity value
Holder Rank
#136
of 358 holders
Holding Since
Dec 2025
3 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in TXT Over Time
Shares Held
Position Value (USD)
Position in Aerospace & Defense
Industrials · as of Jun 30, 2026Xcel Wealth Management, LLC holds $20,292,722 across 5 Aerospace & Defense names. TXT ranks #5 (2.2% of the industry book) .
All Filings in TXT
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3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $447,183 | 4,875 | Shares | Sole | 2026-07-24 | |
| 2026-03-31 | $476,501 | 5,442 | Shares | Sole | 2026-04-21 | |
| 2025-12-31 | $491,813 | 5,642 | Shares | Sole | 2026-01-26 | |
| No filing history on record for this holder in this stock. | ||||||