Jacobi Capital 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
Q1
$417K Sell
3,489
-96
-3% -$12.6K 0.02% 462
2025
Q4
$488K Buy
3,585
+3
+0.1% +$431 0.03% 412
2025
Q3
$528K Buy
3,582
+3
+0.1% +$416 0.03% 383
2025
Q2
$463K Buy
3,579
+4
+0.1% +$484 0.03% 399
2025
Q1
$427K Buy
3,575
+44
+1% +$5.45K 0.03% 398
2024
Q4
$410K Sell
3,531
-270
-7% -$34.1K 0.03% 391
2024
Q3
$513K Sell
3,801
-2
-0.1% -$268 0.04% 339
2024
Q2
$516K Sell
3,803
-199
-5% -$27.1K 0.04% 309
2024
Q1
$517K Buy
4,002
+43
+1% +$5.2K 0.05% 300
2023
Q4
$453K Sell
3,959
-12
-0.3% -$1.2K 0.05% 312
2023
Q3
$362K Sell
3,971
-48
-1% -$4.95K 0.04% 319
2023
Q2
$453K Buy
4,019
+57
+1% +$6.03K 0.05% 289
2023
Q1
$415K Buy
3,962
+4
+0.1% +$418 0.05% 297
2022
Q4
$438K Buy
+3,958
New +$415K 0.05% 285
2022
Q1
Sell
-4,160
Closed -$499K 446
2021
Q4
$499K Buy
4,160
+83
+2% +$10.3K 0.06% 277
2021
Q3
$504K Buy
4,077
+98
+2% +$12.6K 0.06% 248
2021
Q2
$477K Buy
3,979
+4
+0.1% +$457 0.06% 241
2021
Q1
$418K Buy
3,975
+753
+23% +$76.3K 0.06% 245
2020
Q4
$322K Sell
3,222
-25
-0.8% -$2.35K 0.05% 264
2020
Q3
$290K Buy
3,247
+2,610
+410% +$203K 0.05% 257
2020
Q2
$41K Buy
637
+66
+12% +$4.36K 0.01% 514
2020
Q1
$37K Buy
571
+60
+12% +$4.73K 0.01% 478
2019
Q4
$40K Buy
+511
New +$39.8K 0.01% 504

Other funds holding XYL

Jacobi Capital Management's XYL Position: Q1 2026 in Review

Jacobi Capital Management reduced its Xylem (XYL) stake by 2.7% in Q1 2026, selling an estimated $12.6K and leaving 3,489 shares worth $417K. The position accounts for 0.02% of the portfolio, ranked #462.

Jacobi Capital Management first reported a position in XYL in Q4 2019 and has held it in 23 quarters since. The position peaked at $528K in Q3 2025. 1,107 funds tracked by Wall St. Rank hold XYL as of Q1 2026.

  • Jacobi Capital Management held 3,489 shares of Xylem worth $417K as of Q1 2026.
  • Jacobi Capital Management sold 96 Xylem shares in Q1 2026, an estimated $12.6K.
  • Xylem made up 0.02% of Jacobi Capital Management's portfolio in Q1 2026, its #462 holding.
  • Jacobi Capital Management first reported a position in Xylem in Q4 2019 and has held it in 23 quarters since.
  • Jacobi Capital Management's Xylem position peaked at $528K in Q3 2025.
  • 1,107 funds tracked by Wall St. Rank held Xylem as of Q1 2026.

Based on Jacobi Capital Management's 13F filing for Q1 2026, filed 14 May 2026.