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Smith Salley Wealth Management’s Xylem XYL Stock Holding History

Smith Salley 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 		$9.42M Sell
79,697
-1,579
-2% -$182K 0.41% 60
2026
Q1 		$9.71M Buy
81,276
+768
+1% +$101K 0.49% 56
2025
Q4 		$11M Sell
80,508
-1,105
-1% -$159K 0.54% 50
2025
Q3 		$12M Sell
81,613
-1,039
-1% -$144K 0.62% 44
2025
Q2 		$10.7M Buy
82,652
+1,508
+2% +$183K 0.62% 46
2025
Q1 		$9.69M Buy
81,144
+264
+0.3% +$32.7K 0.64% 47
2024
Q4 		$9.38M Buy
80,880
+241
+0.3% +$30.5K 0.6% 45
2024
Q3 		$10.9M Buy
80,639
+2,255
+3% +$302K 0.71% 45
2024
Q2 		$10.6M Buy
78,384
+4,091
+6% +$557K 0.76% 40
2024
Q1 		$9.6M Sell
74,293
-25,400
-25% -$3.07M 0.75% 43
2023
Q4 		$11.4M Buy
99,693
+3,809
+4% +$380K 0.74% 44
2023
Q3 		$8.73M Buy
95,884
+3,150
+3% +$325K 0.65% 46
2023
Q2 		$10.4M Sell
92,734
-528
-0.6% -$55.8K 0.77% 42
2023
Q1 		$9.76M Buy
93,262
+1,687
+2% +$176K 0.78% 43
2022
Q4 		$10.1M Buy
91,575
+873
+1% +$91.5K 0.87% 39
2022
Q3 		$7.92M Buy
90,702
+1,378
+2% +$125K 0.74% 42
2022
Q2 		$6.98M Buy
89,324
+3,603
+4% +$297K 0.6% 51
2022
Q1 		$7.31M Buy
85,721
+1,206
+1% +$116K 0.55% 52
2021
Q4 		$10.1M Sell
84,515
-34,197
-29% -$4.24M 0.72% 45
2021
Q3 		$14.7M Buy
118,712
+664
+0.6% +$85.5K 1.16% 33
2021
Q2 		$14.2M Buy
118,048
+3,266
+3% +$373K 1.15% 35
2021
Q1 		$12.1M Buy
114,782
+6,232
+6% +$632K 1.08% 36
2020
Q4 		$11M Buy
108,550
+5,826
+6% +$548K 1.12% 35
2020
Q3 		$8.64M Buy
102,724
+39,904
+64% +$3.11M 1.04% 40
2020
Q2 		$4.08M Buy
62,820
+1,586
+3% +$105K 0.54% 54
2020
Q1 		$3.99M Buy
61,234
+1,749
+3% +$138K 0.66% 47
2019
Q4 		$4.69M Sell
59,485
-331
-0.6% -$25.8K 0.62% 52
2019
Q3 		$4.76M Buy
+59,816
New +$4.7M 0.68% 47

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 $416B AUM 44.19% 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

Smith Salley Wealth Management's XYL Position: Q2 2026 in Review

Smith Salley Wealth Management reduced its Xylem (XYL) stake by 1.9% in Q2 2026, selling an estimated $182K and leaving 79,697 shares worth $9.42M. The position accounts for 0.41% of the portfolio, ranked #60.

Smith Salley Wealth Management first reported a position in XYL in Q3 2019 and has held it in 28 quarters since. The position peaked at $14.7M in Q3 2021. 1,100 funds tracked by Wall St. Rank hold XYL as of Q2 2026.

  • Smith Salley Wealth Management held 79,697 shares of Xylem worth $9.42M as of Q2 2026.
  • Smith Salley Wealth Management sold 1,579 Xylem shares in Q2 2026, an estimated $182K.
  • Xylem made up 0.41% of Smith Salley Wealth Management's portfolio in Q2 2026, its #60 holding.
  • Smith Salley Wealth Management first reported a position in Xylem in Q3 2019 and has held it in 28 quarters since.
  • Smith Salley Wealth Management's Xylem position peaked at $14.7M in Q3 2021.
  • 1,100 funds tracked by Wall St. Rank held Xylem as of Q2 2026.

Based on Smith Salley Wealth Management's 13F filing for Q2 2026, filed 23 Jul 2026.