Richards, Merrill & Peterson’s Xylem XYL Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$301K Sell
2,550
-150
-6% -$17.3K 0.1% 157
2026
Q1
$323K Buy
2,700
+625
+30% +$82K 0.12% 150
2025
Q4
$283K Buy
+2,075
New +$298K 0.11% 150

Other funds holding XYL

Richards, Merrill & Peterson's XYL Position: Q2 2026 in Review

Richards, Merrill & Peterson reduced its Xylem (XYL) stake by 5.6% in Q2 2026, selling an estimated $17.3K and leaving 2,550 shares worth $301K. The position accounts for 0.1% of the portfolio, ranked #157.

Richards, Merrill & Peterson first reported a position in XYL in Q4 2025 and has held it in 3 quarters since. The position peaked at $323K in Q1 2026. 431 funds tracked by Wall St. Rank hold XYL as of Q2 2026.

  • Richards, Merrill & Peterson held 2,550 shares of Xylem worth $301K as of Q2 2026.
  • Richards, Merrill & Peterson sold 150 Xylem shares in Q2 2026, an estimated $17.3K.
  • Xylem made up 0.1% of Richards, Merrill & Peterson's portfolio in Q2 2026, its #157 holding.
  • Richards, Merrill & Peterson first reported a position in Xylem in Q4 2025 and has held it in 3 quarters since.
  • Richards, Merrill & Peterson's Xylem position peaked at $323K in Q1 2026.
  • 431 funds tracked by Wall St. Rank held Xylem as of Q2 2026.

Based on Richards, Merrill & Peterson's 13F filing for Q2 2026, filed 16 Jul 2026.