Carson Wealth (CWM LLC)’s Xylem XYL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $1.28M | Buy |
10,735
+810
| +8% | +$106K | ﹤0.01% | 1401 |
|
|
2025
Q4 | $1.35M | Sell |
9,925
-540
| -5% | -$77.7K | ﹤0.01% | 1339 |
|
|
2025
Q3 | $1.54M | Buy |
10,465
+477
| +5% | +$66.2K | ﹤0.01% | 1206 |
|
|
2025
Q2 | $1.29M | Buy |
9,988
+1,353
| +16% | +$164K | ﹤0.01% | 1131 |
|
|
2025
Q1 | $1.03M | Buy |
8,635
+660
| +8% | +$81.8K | ﹤0.01% | 1110 |
|
|
2024
Q4 | $925K | Sell |
7,975
-280
| -3% | -$35.4K | ﹤0.01% | 1126 |
|
|
2024
Q3 | $1.11M | Buy |
8,255
+145
| +2% | +$19.4K | ﹤0.01% | 963 |
|
|
2024
Q2 | $1.1M | Buy |
8,110
+161
| +2% | +$21.9K | 0.01% | 843 |
|
|
2024
Q1 | $1.03M | Sell |
7,949
-629
| -7% | -$76K | 0.01% | 842 |
|
|
2023
Q4 | $981K | Buy |
8,578
+891
| +12% | +$88.9K | 0.01% | 818 |
|
|
2023
Q3 | $700K | Buy |
7,687
+5,206
| +210% | +$537K | ﹤0.01% | 868 |
|
|
2023
Q2 | $279K | Sell |
2,481
-125
| -5% | -$13.2K | ﹤0.01% | 1140 |
|
|
2023
Q1 | $273K | Buy |
2,606
+423
| +19% | +$44.2K | ﹤0.01% | 1085 |
|
|
2022
Q4 | $241K | Sell |
2,183
-344
| -14% | -$36.1K | ﹤0.01% | 1029 |
|
|
2022
Q3 | $221K | Sell |
2,527
-51
| -2% | -$4.63K | ﹤0.01% | 1009 |
|
|
2022
Q2 | $202K | Sell |
2,578
-435
| -14% | -$35.9K | ﹤0.01% | 1046 |
|
|
2022
Q1 | $257K | Buy |
3,013
+1,384
| +85% | +$133K | ﹤0.01% | 943 |
|
|
2021
Q4 | $195K | Buy |
+1,629
| New | +$202K | ﹤0.01% | 1037 |
|
|
2021
Q2 | $186K | Hold |
1,547
| – | – | ﹤0.01% | 929 |
|
|
2021
Q1 | $186K | Hold |
1,547
| – | – | ﹤0.01% | 929 |
|
|
2020
Q4 | $186K | Hold |
1,547
| – | – | ﹤0.01% | 929 |
|
|
2020
Q3 | $186K | Hold |
1,547
| – | – | ﹤0.01% | 929 |
|
|
2020
Q2 | $186K | Hold |
1,547
| – | – | ﹤0.01% | 929 |
|
|
2020
Q1 | $186K | Hold |
1,547
| – | – | ﹤0.01% | 929 |
|
|
2019
Q4 | $186K | Hold |
1,547
| – | – | ﹤0.01% | 929 |
|
|
2019
Q3 | $186K | Hold |
1,547
| – | – | ﹤0.01% | 929 |
|
|
2019
Q2 | $186K | Hold |
1,547
| – | – | ﹤0.01% | 928 |
|
|
2019
Q1 | $186K | Buy |
1,547
+866
| +127% | +$63.2K | ﹤0.01% | 928 |
|
|
2018
Q4 | $45K | Buy |
681
+342
| +101% | +$23.7K | ﹤0.01% | 905 |
|
|
2018
Q3 | $27K | Sell |
339
-64
| -16% | -$4.78K | ﹤0.01% | 890 |
|
|
2018
Q2 | $27K | Buy |
403
+219
| +119% | +$15.9K | ﹤0.01% | 778 |
|
|
2018
Q1 | $14K | Sell |
184
-68
| -27% | -$5.03K | ﹤0.01% | 789 |
|
|
2017
Q4 | $17K | Buy |
252
+1
| +0.4% | +$66 | ﹤0.01% | 740 |
|
|
2017
Q3 | $16K | Buy |
251
+67
| +36% | +$4K | ﹤0.01% | 773 |
|
|
2017
Q2 | $10K | Hold |
184
| – | – | ﹤0.01% | 782 |
|
|
2017
Q1 | $9K | Sell |
184
-87
| -32% | -$4.24K | ﹤0.01% | 782 |
|
|
2016
Q4 | $13K | Buy |
271
+219
| +421% | +$11.1K | ﹤0.01% | 690 |
|
|
2016
Q3 | $3K | Hold |
52
| – | – | ﹤0.01% | 893 |
|
|
2016
Q2 | $2K | Buy |
+52
| New | +$2.26K | ﹤0.01% | 723 |
|
Other funds holding XYL
VCM
VPM
Carson Wealth (CWM LLC)'s XYL Position: Q1 2026 in Review
Carson Wealth (CWM LLC) increased its Xylem (XYL) stake by 8.2% in Q1 2026, buying an estimated $106K and bringing the position to 10,735 shares worth $1.28M. The position accounts for ﹤0.01% of the portfolio, ranked #1401.
Carson Wealth (CWM LLC) first reported a position in XYL in Q2 2016 and has held it in 39 quarters since. The position peaked at $1.54M in Q3 2025. 1,110 funds tracked by Wall St. Rank hold XYL as of Q1 2026.
- Carson Wealth (CWM LLC) held 10,735 shares of Xylem worth $1.28M as of Q1 2026.
- Carson Wealth (CWM LLC) bought 810 Xylem shares in Q1 2026, an estimated $106K.
- Xylem made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #1401 holding.
- Carson Wealth (CWM LLC) first reported a position in Xylem in Q2 2016 and has held it in 39 quarters since.
- Carson Wealth (CWM LLC)'s Xylem position peaked at $1.54M in Q3 2025.
- 1,110 funds tracked by Wall St. Rank held Xylem as of Q1 2026.
Based on Carson Wealth (CWM LLC)'s 13F filing for Q1 2026, filed 14 May 2026.