FFM
XYL icon

Forum Financial Management’s Xylem XYL Stock Holding History

Forum Financial 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 		– Sell
-3,192
Closed -$435K – 1003
2025
Q4 		$435K Buy
3,192
+90
+3% +$12.9K 0.01% 550
2025
Q3 		$458K Sell
3,102
-80
-3% -$11.1K 0.01% 501
2025
Q2 		$412K Sell
3,182
-221
-6% -$26.8K 0.01% 490
2025
Q1 		$407K Buy
3,403
+2
+0.1% +$248 0.01% 445
2024
Q4 		$395K Buy
3,401
+1,195
+54% +$151K 0.01% 484
2024
Q3 		$298K Sell
2,206
-1
-0% -$134 0.01% 522
2024
Q2 		$299K Buy
2,207
+36
+2% +$4.9K 0.01% 482
2024
Q1 		$281K Sell
2,171
-120
-5% -$14.5K ﹤0.01% 525
2023
Q4 		$262K Sell
2,291
-221
-9% -$22.1K ﹤0.01% 519
2023
Q3 		$229K Buy
2,512
+13
+0.5% +$1.34K 0.01% 535
2023
Q2 		$281K Buy
+2,499
New +$264K 0.01% 460

Other funds holding XYL

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Amundi
Amundi Paris, France $413B AUM 44.57% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Impax Asset Management Group
Impax Asset Management Group London, United Kingdom $15.4B AUM 26.43% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return

Forum Financial Management's XYL Position: Q1 2026 in Review

Forum Financial Management sold out of Xylem (XYL) in Q1 2026, closing a stake of 3,192 shares — an estimated $435K sold.

Forum Financial Management first reported a position in XYL in Q2 2023 and held it in 11 quarters. The position peaked at $458K in Q3 2025. 1,111 funds tracked by Wall St. Rank hold XYL as of Q1 2026.

  • Forum Financial Management reported no remaining Xylem position as of Q1 2026 after selling out during the quarter.
  • Forum Financial Management sold 3,192 Xylem shares in Q1 2026, an estimated $435K.
  • Forum Financial Management first reported a position in Xylem in Q2 2023 and held it in 11 quarters.
  • Forum Financial Management's Xylem position peaked at $458K in Q3 2025.
  • 1,111 funds tracked by Wall St. Rank held Xylem as of Q1 2026.

Based on Forum Financial Management's 13F filing for Q1 2026, filed 23 Apr 2026.