Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q1
$509K Hold
3,737
0.09% 121
2025
Q4
$509K Hold
3,737
0.09% 121
2025
Q3
$551K Hold
3,737
0.17% 93
2025
Q2
$483K Sell
3,737
-407
-10% -$49.3K 0.17% 102
2025
Q1
$495K Sell
4,144
-56
-1% -$6.94K 0.21% 96
2024
Q4
$487K Sell
4,200
-134
-3% -$16.9K 0.2% 96
2024
Q3
$585K Hold
4,334
0.29% 77
2024
Q2
$598K Sell
4,334
-208
-5% -$28.3K 0.28% 87
2024
Q1
$587K Sell
4,542
-12,018
-73% -$1.45M 0.29% 87
2023
Q4
$1.89M Buy
+16,560
New +$1.65M 1.19% 34

Other funds holding XYL

KKM Financial's XYL Position: Q1 2026 in Review

KKM Financial held its Xylem (XYL) position steady in Q1 2026 at 3,737 shares worth $509K. The position accounts for 0.09% of the portfolio, ranked #121.

KKM Financial first reported a position in XYL in Q4 2023 and has held it in 10 quarters since. The position peaked at $1.89M in Q4 2023. 1,107 funds tracked by Wall St. Rank hold XYL as of Q1 2026.

  • KKM Financial held 3,737 shares of Xylem worth $509K as of Q1 2026.
  • KKM Financial left its Xylem share count unchanged in Q1 2026.
  • Xylem made up 0.09% of KKM Financial's portfolio in Q1 2026, its #121 holding.
  • KKM Financial first reported a position in Xylem in Q4 2023 and has held it in 10 quarters since.
  • KKM Financial's Xylem position peaked at $1.89M in Q4 2023.
  • 1,107 funds tracked by Wall St. Rank held Xylem as of Q1 2026.

Based on KKM Financial's 13F filing for Q1 2026, filed 15 May 2026.