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 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

SIMG

Stephens Investment Management Group Houston, Texas $9.33B AUM 56.1% 1-Year Est. Return

BCM

Brown Capital Management Baltimore, Maryland $500M AUM 25.3% 1-Year Est. Return

Bellecapital Zurich, Switzerland $625M AUM 39.69% 1-Year Est. Return

ZCI

Zevenbergen Capital Investments Edmonds, Washington $4.38B AUM 56.68% 1-Year Est. Return

PIM

Peregrine Investment Management Toronto, Ontario, Canada $235M AUM 131.85% 1-Year Est. Return

KCM

Kornitzer Capital Management Shawnee Mission, Kansas $4.79B AUM 30.56% 1-Year Est. Return

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

Calamos Advisors Naperville, Illinois $30.1B AUM 30.03% 1-Year Est. Return

SCP

Sivia Capital Partners Mill Valley, California $822M AUM 48.82% 1-Year Est. Return

KFO

Kopp Family Office Bloomington, Minnesota $163M AUM 22.57% 1-Year Est. Return

LVW Advisors's XMTR Position: Q2 2026 in Review

LVW Advisors reduced its Xometry (XMTR) stake by 1.6% in Q2 2026, selling an estimated $15.2K and leaving 13,201 shares worth $1.27M. The position accounts for 0.11% of the portfolio, ranked #111.

LVW Advisors first reported a position in XMTR in Q4 2021 and has held it in 10 quarters since. 57 funds tracked by Wall St. Rank hold XMTR as of Q2 2026.

LVW Advisors held 13,201 shares of Xometry worth $1.27M as of Q2 2026.
LVW Advisors sold 212 Xometry shares in Q2 2026, an estimated $15.2K.
Xometry made up 0.11% of LVW Advisors's portfolio in Q2 2026, its #111 holding.
LVW Advisors first reported a position in Xometry in Q4 2021 and has held it in 10 quarters since.
57 funds tracked by Wall St. Rank held Xometry as of Q2 2026.

Based on LVW Advisors's 13F filing for Q2 2026, filed 15 Jul 2026.