Goelzer Investment Management’s Xylem XYL Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q4
Sell
-1,360
Closed -$201K 278
2025
Q3
$201K Buy
+1,360
New +$189K 0.01% 244
2024
Q4
Sell
-3,994
Closed -$539K 238
2024
Q3
$539K Hold
3,994
0.03% 170
2024
Q2
$542K Sell
3,994
-1,324
-25% -$180K 0.03% 168
2024
Q1
$687K Sell
5,318
-1,041
-16% -$126K 0.04% 160
2023
Q4
$727K Sell
6,359
-392
-6% -$39.1K 0.05% 154
2023
Q3
$615K Buy
6,751
+575
+9% +$59.3K 0.04% 153
2023
Q2
$695K Sell
6,176
-409
-6% -$43.3K 0.06% 150
2023
Q1
$689K Buy
6,585
+40
+0.6% +$4.18K 0.06% 156
2022
Q4
$724K Buy
6,545
+360
+6% +$37.7K 0.06% 160
2022
Q3
$540K Buy
6,185
+308
+5% +$28K 0.05% 169
2022
Q2
$459K Sell
5,877
-17,514
-75% -$1.45M 0.04% 183
2022
Q1
$1.99M Buy
23,391
+381
+2% +$36.5K 0.17% 133
2021
Q4
$2.76M Sell
23,010
-334
-1% -$41.5K 0.22% 123
2021
Q3
$2.89M Sell
23,344
-87
-0.4% -$11.2K 0.25% 118
2021
Q2
$2.81M Sell
23,431
-100
-0.4% -$11.4K 0.23% 124
2021
Q1
$2.48M Sell
23,531
-1,176
-5% -$119K 0.22% 130
2020
Q4
$2.52M Sell
24,707
-637
-3% -$59.9K 0.23% 122
2020
Q3
$2.13M Sell
25,344
-313
-1% -$24.4K 0.2% 128
2020
Q2
$1.67M Sell
25,657
-476
-2% -$31.4K 0.16% 143
2020
Q1
$1.7M Sell
26,133
-176
-0.7% -$13.9K 0.19% 128
2019
Q4
$2.07M Buy
26,309
+143
+0.5% +$11.1K 0.18% 139
2019
Q3
$2.08M Buy
26,166
+79
+0.3% +$6.21K 0.19% 136
2019
Q2
$2.18M Buy
26,087
+799
+3% +$63.7K 0.2% 137
2019
Q1
$2M Buy
25,288
+1,379
+6% +$101K 0.19% 144
2018
Q4
$1.59M Sell
23,909
-973
-4% -$67.3K 0.2% 140
2018
Q3
$1.99M Buy
+24,882
New +$1.86M 0.22% 138

Other funds holding XYL

Goelzer Investment Management's XYL Position: Q4 2025 in Review

Goelzer Investment Management sold out of Xylem (XYL) in Q4 2025, closing a stake of 1,360 shares — an estimated $201K sold.

Goelzer Investment Management first reported a position in XYL in Q3 2018 and held it in 26 quarters. The position peaked at $2.89M in Q3 2021. 1,130 funds tracked by Wall St. Rank hold XYL as of Q4 2025.

  • Goelzer Investment Management reported no remaining Xylem position as of Q4 2025 after selling out during the quarter.
  • Goelzer Investment Management sold 1,360 Xylem shares in Q4 2025, an estimated $201K.
  • Goelzer Investment Management first reported a position in Xylem in Q3 2018 and held it in 26 quarters.
  • Goelzer Investment Management's Xylem position peaked at $2.89M in Q3 2021.
  • 1,130 funds tracked by Wall St. Rank held Xylem as of Q4 2025.

Based on Goelzer Investment Management's 13F filing for Q4 2025, filed 14 Jan 2026.