Cornerstone Wealth Management’s Xylem XYL Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$227K Sell
1,918
-970
-34% -$112K 0.01% 687
2026
Q1
$345K Sell
2,888
-15
-0.5% -$1.97K 0.02% 537
2025
Q4
$395K Hold
2,903
0.02% 479
2025
Q3
$428K Hold
2,903
0.02% 455
2025
Q2
$375K Buy
2,903
+119
+4% +$14.4K 0.02% 455
2025
Q1
$333K Buy
2,784
+1,010
+57% +$125K 0.02% 453
2024
Q4
$206K Buy
1,774
+188
+12% +$23.8K 0.01% 557
2024
Q3
$214K Sell
1,586
-65
-4% -$8.7K 0.02% 532
2024
Q2
$224K Hold
1,651
0.02% 500
2024
Q1
$213K Buy
+1,651
New +$199K 0.02% 505
2018
Q4
Sell
-40,470
Closed -$626K 1180
2018
Q3
$626K Sell
40,470
-8,389
-17% -$626K 0.01% 840
2018
Q2
$723K Buy
+48,859
New +$3.55M 0.01% 879

Other funds holding XYL

Cornerstone Wealth Management's XYL Position: Q2 2026 in Review

Cornerstone Wealth Management reduced its Xylem (XYL) stake by 34% in Q2 2026, selling an estimated $112K and leaving 1,918 shares worth $227K. The position accounts for 0.01% of the portfolio, ranked #687.

Cornerstone Wealth Management first reported a position in XYL in Q2 2018 and has held it in 12 quarters since. The position peaked at $723K in Q2 2018. 1,093 funds tracked by Wall St. Rank hold XYL as of Q2 2026.

  • Cornerstone Wealth Management held 1,918 shares of Xylem worth $227K as of Q2 2026.
  • Cornerstone Wealth Management sold 970 Xylem shares in Q2 2026, an estimated $112K.
  • Xylem made up 0.01% of Cornerstone Wealth Management's portfolio in Q2 2026, its #687 holding.
  • Cornerstone Wealth Management first reported a position in Xylem in Q2 2018 and has held it in 12 quarters since.
  • Cornerstone Wealth Management's Xylem position peaked at $723K in Q2 2018.
  • 1,093 funds tracked by Wall St. Rank held Xylem as of Q2 2026.

Based on Cornerstone Wealth Management's 13F filing for Q2 2026, filed 22 Jul 2026.