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Lodestone Wealth Management’s Xylem XYL Stock Holding History

Lodestone Wealth 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
Q2 		$3.67K Sell
31
-11
-26% -$1.27K ﹤0.01% 629
2026
Q1 		$5.02K Hold
42
– – ﹤0.01% 585
2025
Q4 		$5.72K Buy
+42
New +$6.04K ﹤0.01% 570

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
Amundi
Amundi Paris, France $413B AUM 44.57% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 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

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

Lodestone Wealth Management reduced its Xylem (XYL) stake by 26% in Q2 2026, selling an estimated $1.27K and leaving 31 shares worth $3.67K. The position accounts for ﹤0.01% of the portfolio, ranked #629.

Lodestone Wealth Management first reported a position in XYL in Q4 2025 and has held it in 3 quarters since. The position peaked at $5.72K in Q4 2025. 1,092 funds tracked by Wall St. Rank hold XYL as of Q2 2026.

  • Lodestone Wealth Management held 31 shares of Xylem worth $3.67K as of Q2 2026.
  • Lodestone Wealth Management sold 11 Xylem shares in Q2 2026, an estimated $1.27K.
  • Xylem made up ﹤0.01% of Lodestone Wealth Management's portfolio in Q2 2026, its #629 holding.
  • Lodestone Wealth Management first reported a position in Xylem in Q4 2025 and has held it in 3 quarters since.
  • Lodestone Wealth Management's Xylem position peaked at $5.72K in Q4 2025.
  • 1,092 funds tracked by Wall St. Rank held Xylem as of Q2 2026.

Based on Lodestone Wealth Management's 13F filing for Q2 2026, filed 24 Jul 2026.