Welch & Forbes LLC

Position in XYL — Xylem Inc.

CIK 105495 Boston, MA

Position in XYL

as of Mar 31, 2026 · filed May 1, 2026 Compact

Position Value

$49,455,672

-$5,265,809 QoQ

Shares Held

413,855

+3.0% QoQ

Ownership

0.174%

of shares outstanding

% of Portfolio

0.70%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Mar 2020

25 quarters on record

Voting authority Sole 66.56244336784623.ToString("F0")% Shared 0.ToString("F0")% None 33.43755663215377.ToString("F0")%

Industrials · as of Mar 31, 2026

Welch & Forbes LLC holds $195,599,352 across 14 Specialty Industrial Machinery names. XYL ranks #1 (25.3% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	XYL	Xylem Inc. This page	413,855	$49,455,672
2	AOS	Smith A O Corp	579,780	$38,230,693
3	DOV	DOVER Corp	143,443	$29,900,693
4	CMI	Cummins Inc	42,811	$23,033,174
5	OTIS	Otis Worldwide Corp	245,678	$18,936,860
6	EMR	Emerson Electric Co	110,476	$14,474,565
7	GEV	GE Vernova Inc.	11,124	$9,710,139
8	ITW	Illinois Tool Works Inc	22,120	$5,757,614

25 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$49,455,672	413,855	+3.0%	Shares	Sole	2026-05-01
2025-12-31	$54,721,481	401,832	+2.2%	Shares	Sole	2026-02-10
2025-09-30	$58,022,222	393,371	+3.2%	Shares	Sole	2025-11-04
2025-06-30	$49,329,495	381,335	+3.4%	Shares	Sole	2025-08-05
2025-03-31	$44,059,476	368,822	+6.9%	Shares	Sole	2025-05-02
2024-12-31	$40,030,612	345,032	-2.4%	Shares	Sole	2025-02-07
2024-09-30	$47,717,846	353,387	+4.6%	Shares	Sole	2024-11-04
2024-06-30	$45,815,814	337,800	+46.3%	Shares	Sole	2024-08-02
2024-03-31	$29,847,202	230,944	+334.7%	Shares	Sole	2024-05-03
2023-12-31	$6,076,289	53,133	+450.1%	Shares	Sole	2024-02-06
2023-09-30	$879,167	9,658	0.0%	Shares	Sole	2023-11-03
2023-06-30	$1,087,683	9,658	+3.7%	Shares	Sole	2023-07-28
2023-03-31	$975,175	9,314	0.0%	Shares	Sole	2023-04-14
2022-12-31	$1,029,848	9,314	-12.2%	Shares	Sole	2023-02-02
2022-09-30	$927,239	10,614	-4.9%	Shares	Sole	2022-10-31
2022-06-30	$872,801	11,164	0.0%	Shares	Sole	2022-07-22
2022-03-31	$951,842	11,164	-2.3%	Shares	Sole	2022-04-25
2021-12-31	$1,370,805	11,431	+2.4%	Shares	Sole	2022-01-19
2021-09-30	$1,380,763	11,164	0.0%	Shares	Sole	2021-10-13
2021-06-30	$1,339,233	11,164	+11.8%	Shares	Sole	2021-07-22
2021-03-31	$1,050,117	9,984	0.0%	Shares	Sole	2021-04-14
2020-12-31	$1,016,271	9,984	0.0%	Shares	Sole	2021-01-20
2020-09-30	$839,854	9,984	-8.6%	Shares	Sole	2020-10-23
2020-06-30	$709,623	10,924	-1.7%	Shares	Sole	2020-07-15
2020-03-31	$723,464	11,108	—	Shares	Sole	2020-04-17
No filing history on record for this holder in this stock.