LVW Advisors’s Xometry XMTR Stock Holding History

LVW Advisors’s Portfolio XMTR Stock Details XMTR Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$2.52M	Buy	24,495 +11,294	+86%	+$1.04M	0.21%	66
2026 Q2	$1.27M	Sell	13,201 -212	-2%	-$15.2K	0.11%	111
2026 Q1	$548K	Buy	13,413 +587	+5%	+$31.2K	0.05%	197
2025 Q4	$763K	Hold	12,826	–	–	0.08%	122
2025 Q3	$699K	Buy	12,826 +1,340	+12%	+$58.1K	0.07%	145
2025 Q2	$388K	Buy	+11,486	New	+$337K	0.04%	225
2023 Q1	–	Sell	-6,288	Closed	-$203K	–	249
2022 Q4	$203K	Sell	6,288 -3,139	-33%	-$147K	0.04%	220
2022 Q3	$535K	Buy	9,427 +101	+1%	+$4.72K	0.12%	122
2022 Q2	$316K	Buy	9,326 +951	+11%	+$32.8K	0.06%	181
2022 Q1	$308K	Buy	8,375 +3,347	+67%	+$153K	0.05%	190
2021 Q4	$258K	Buy	+5,028	New	+$259K	0.04%	210

Other funds holding XMTR

Zevenbergen Capital Investments Edmonds, Washington $4.37B AUM 52.9% 1-Year Est. Return

Bellecapital Zurich, Switzerland $683M AUM 33.2% 1-Year Est. Return

Brown Capital Management Baltimore, Maryland $527M AUM 33.67% 1-Year Est. Return

Soltis Investment Advisors St. George, Utah $2.19B AUM 21.45% 1-Year Est. Return

Essex Investment Management Boston, Massachusetts $675M AUM 61.81% 1-Year Est. Return

CCAM

Capelight Capital Asset Management New York $254M AUM 164.28% 1-Year Est. Return

KFO

Kopp Family Office Bloomington, Minnesota $161M AUM 13.16% 1-Year Est. Return

Values First Advisors Gray, Tennessee $213M AUM 20.51% 1-Year Est. Return

Annex Advisory Services Brookfield, Wisconsin $6.11B AUM 13.75% 1-Year Est. Return

PVG Asset Management Golden, Colorado $147M AUM 52.72% 1-Year Est. Return

LVW Advisors's XMTR Position: Q3 2026 in Review

LVW Advisors increased its Xometry (XMTR) stake by 86% in Q3 2026, buying an estimated $1.04M and bringing the position to 24,495 shares worth $2.52M. The position accounts for 0.21% of the portfolio, ranked #66.

LVW Advisors first reported a position in XMTR in Q4 2021 and has held it in 11 quarters since. 67 funds tracked by Wall St. Rank hold XMTR as of Q3 2026.

LVW Advisors held 24,495 shares of Xometry worth $2.52M as of Q3 2026.
LVW Advisors bought 11,294 Xometry shares in Q3 2026, an estimated $1.04M.
Xometry made up 0.21% of LVW Advisors's portfolio in Q3 2026, its #66 holding.
LVW Advisors first reported a position in Xometry in Q4 2021 and has held it in 11 quarters since.
67 funds tracked by Wall St. Rank held Xometry as of Q3 2026.

Based on LVW Advisors's 13F filing for Q3 2026, filed 19 Oct 2026.