BWM
XYL icon

Biltmore Wealth Management’s Xylem XYL Stock Holding History

Biltmore Wealth Management’s Portfolio XYL Stock Details XYL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$661K Buy
5,527
+215
+4% +$28.2K 0.23% 35
2025
Q4 		$723K Buy
5,312
+13
+0.2% +$1.87K 0.27% 33
2025
Q3 		$782K Buy
5,299
+185
+4% +$25.7K 0.3% 30
2025
Q2 		$662K Buy
5,114
+46
+0.9% +$5.57K 0.27% 33
2025
Q1 		$605K Buy
+5,068
New +$628K 0.26% 34

Other funds holding XYL

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Amundi
Amundi Paris, France $367B AUM 31.23% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Impax Asset Management Group
Impax Asset Management Group London, United Kingdom $14.3B AUM 19.8% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $94.8B AUM 24.11% 1-Year Est. Return

Biltmore Wealth Management's XYL Position: Q1 2026 in Review

Biltmore Wealth Management increased its Xylem (XYL) stake by 4% in Q1 2026, buying an estimated $28.2K and bringing the position to 5,527 shares worth $661K. The position accounts for 0.23% of the portfolio, ranked #35.

Biltmore Wealth Management first reported a position in XYL in Q1 2025 and has held it in 5 quarters since. The position peaked at $782K in Q3 2025. 1,107 funds tracked by Wall St. Rank hold XYL as of Q1 2026.

  • Biltmore Wealth Management held 5,527 shares of Xylem worth $661K as of Q1 2026.
  • Biltmore Wealth Management bought 215 Xylem shares in Q1 2026, an estimated $28.2K.
  • Xylem made up 0.23% of Biltmore Wealth Management's portfolio in Q1 2026, its #35 holding.
  • Biltmore Wealth Management first reported a position in Xylem in Q1 2025 and has held it in 5 quarters since.
  • Biltmore Wealth Management's Xylem position peaked at $782K in Q3 2025.
  • 1,107 funds tracked by Wall St. Rank held Xylem as of Q1 2026.

Based on Biltmore Wealth Management's 13F filing for Q1 2026, filed 22 Apr 2026.