Smith Salley Wealth Management

Position in XYL — Xylem Inc.

CIK 1482012 GREENSBORO, NC

Position in XYL

as of Jun 30, 2026 · filed Jul 23, 2026 Compact

Position Value

$9,420,982

-$291,500 QoQ

Shares Held

79,697

-1.9% QoQ

Ownership

0.034%

of shares outstanding

% of Portfolio

0.47%

of 13F equity value

Holder Rank

#220

of 1,083 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Industrials · as of Jun 30, 2026

Smith Salley Wealth Management holds $65,392,883 across 8 Specialty Industrial Machinery names. XYL ranks #3 (14.4% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	AME	Ametek Inc/	110,491	$26,732,192
2	CMI	Cummins Inc	23,045	$16,435,924
3	XYL	Xylem Inc. This page	79,697	$9,420,982
4	ETN	Eaton Corp plc	17,907	$7,630,530
5	EMR	Emerson Electric Co	14,854	$2,126,350
6	PH	Parker-Hannifin Corp	2,047	$2,002,211
7	GEV	GE Vernova Inc.	633	$743,686
8	ROK	Rockwell Automation, Inc	608	$301,008

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$9,420,982	79,697	-1.9%	Shares	Sole	2026-07-23
2026-03-31	$9,712,482	81,276	+1.0%	Shares	Sole	2026-04-16
2025-12-31	$10,963,579	80,508	-1.4%	Shares	Sole	2026-01-27
2025-09-30	$12,037,917	81,613	-1.3%	Shares	Sole	2025-10-20
2025-06-30	$10,691,862	82,652	+1.9%	Shares	Sole	2025-07-17
2025-03-31	$9,693,462	81,144	+0.3%	Shares	Sole	2025-04-25
2024-12-31	$9,383,697	80,880	+0.3%	Shares	Sole	2025-01-15
2024-09-30	$10,888,684	80,639	+2.9%	Shares	Sole	2024-10-24
2024-06-30	$10,631,221	78,384	+5.5%	Shares	Sole	2024-07-29
2024-03-31	$9,601,627	74,293	-25.5%	Shares	Sole	2024-05-02
2023-12-31	$11,400,890	99,693	+4.0%	Shares	Sole	2024-01-24
2023-09-30	$8,728,320	95,884	+3.4%	Shares	Other	2023-10-27
2023-06-30	$10,443,702	92,734	-0.6%	Shares	Sole	2023-08-04
2023-03-31	$9,764,530	93,262	+1.8%	Shares	Other	2023-05-03
2022-12-31	$10,125,447	91,575	+1.0%	Shares	Other	2023-02-03
2022-09-30	$7,923,726	90,702	+1.5%	Shares	Sole	2022-11-01
2022-06-30	$6,983,350	89,324	+4.2%	Shares	Other	2022-08-01
2022-03-31	$7,308,572	85,721	+1.4%	Shares	Sole	2022-05-10
2021-12-31	$10,135,038	84,515	-28.8%	Shares	Sole	2022-02-10
2021-09-30	$14,682,299	118,712	+0.6%	Shares	Other	2021-11-05
2021-06-30	$14,161,037	118,048	+2.8%	Shares	Sole	2021-08-09
2021-03-31	$12,072,769	114,782	+5.7%	Shares	Sole	2021-04-30
2020-12-31	$11,049,304	108,550	+5.7%	Shares	Sole	2021-01-28
2020-09-30	$8,641,142	102,724	+63.5%	Shares	Sole	2020-11-05
2020-06-30	$4,080,786	62,820	+2.6%	Shares	Sole	2020-08-04
2020-03-31	$3,988,169	61,234	—	Shares	Sole	2020-04-24
No filing history on record for this holder in this stock.