Beacon Capital Management LLC (Tennessee)’s Xylem XYL Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
Sell
-28
Closed -$3.35K 1178
2025
Q1
$3.35K Buy
+28
New +$3.47K ﹤0.01% 850
2024
Q2
Sell
-34
Closed -$4.42K 1108
2024
Q1
$4.42K Hold
34
﹤0.01% 729
2023
Q4
$3.1K Sell
34
-12
-26% -$1.2K ﹤0.01% 731
2023
Q3
$5.18K Hold
46
﹤0.01% 688
2023
Q2
$5.18K Buy
+46
New +$4.87K ﹤0.01% 688

Other funds holding XYL

Beacon Capital Management LLC (Tennessee)'s XYL Position: Q2 2025 in Review

Beacon Capital Management LLC (Tennessee) sold out of Xylem (XYL) in Q2 2025, closing a stake of 28 shares — an estimated $3.35K sold.

Beacon Capital Management LLC (Tennessee) first reported a position in XYL in Q2 2023 and held it in 5 quarters. The position peaked at $5.18K in Q3 2023. 1,063 funds tracked by Wall St. Rank hold XYL as of Q2 2025.

  • Beacon Capital Management LLC (Tennessee) reported no remaining Xylem position as of Q2 2025 after selling out during the quarter.
  • Beacon Capital Management LLC (Tennessee) sold 28 Xylem shares in Q2 2025, an estimated $3.35K.
  • Beacon Capital Management LLC (Tennessee) first reported a position in Xylem in Q2 2023 and held it in 5 quarters.
  • Beacon Capital Management LLC (Tennessee)'s Xylem position peaked at $5.18K in Q3 2023.
  • 1,063 funds tracked by Wall St. Rank held Xylem as of Q2 2025.

Based on Beacon Capital Management LLC (Tennessee)'s 13F filing for Q2 2025, filed 17 Jul 2025.