Position in XYL
as of Jun 30, 2026
· filed Jul 30, 2026
Position Value
$46,807,259
-$2,648,413 QoQ
Shares Held
395,967
-4.3% QoQ
Ownership
0.170%
of shares outstanding
% of Portfolio
0.62%
of 13F equity value
Holder Rank
#87
of 1,089 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 66%
Shared 0%
None 34%
Common Shares in XYL Over Time
Shares Held
Position Value (USD)
Position in Specialty Industrial Machinery
Industrials · as of Jun 30, 2026Welch & Forbes LLC holds $201,408,897 across 14 Specialty Industrial Machinery names. XYL ranks #1 (23.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | XYL |
Xylem Inc.
This page
|
395,967 | $46,807,259 | |
| 2 | AOS |
Smith A O Corp
|
532,209 | $33,380,148 | |
| 3 | DOV |
DOVER Corp
|
142,893 | $32,048,042 | |
| 4 | CMI |
Cummins Inc
|
41,387 | $29,517,622 | |
| 5 | OTIS |
Otis Worldwide Corp
|
238,066 | $17,045,525 | |
| 6 | EMR |
Emerson Electric Co
|
111,601 | $15,975,683 | |
| 7 | GEV |
GE Vernova Inc.
|
10,672 | $12,538,105 | |
| 8 | ITW |
Illinois Tool Works Inc
|
22,109 | $5,979,821 |
All Filings in XYL
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $46,807,259 | 395,967 | Shares | Sole | 2026-07-30 | |
| 2026-03-31 | $49,455,672 | 413,855 | Shares | Sole | 2026-05-01 | |
| 2025-12-31 | $54,721,481 | 401,832 | Shares | Sole | 2026-02-10 | |
| 2025-09-30 | $58,022,222 | 393,371 | Shares | Sole | 2025-11-04 | |
| 2025-06-30 | $49,329,495 | 381,335 | Shares | Sole | 2025-08-05 | |
| 2025-03-31 | $44,059,476 | 368,822 | Shares | Sole | 2025-05-02 | |
| 2024-12-31 | $40,030,612 | 345,032 | Shares | Sole | 2025-02-07 | |
| 2024-09-30 | $47,717,846 | 353,387 | Shares | Sole | 2024-11-04 | |
| 2024-06-30 | $45,815,814 | 337,800 | Shares | Sole | 2024-08-02 | |
| 2024-03-31 | $29,847,202 | 230,944 | Shares | Sole | 2024-05-03 | |
| 2023-12-31 | $6,076,289 | 53,133 | Shares | Sole | 2024-02-06 | |
| 2023-09-30 | $879,167 | 9,658 | Shares | Sole | 2023-11-03 | |
| 2023-06-30 | $1,087,683 | 9,658 | Shares | Sole | 2023-07-28 | |
| 2023-03-31 | $975,175 | 9,314 | Shares | Sole | 2023-04-14 | |
| 2022-12-31 | $1,029,848 | 9,314 | Shares | Sole | 2023-02-02 | |
| 2022-09-30 | $927,239 | 10,614 | Shares | Sole | 2022-10-31 | |
| 2022-06-30 | $872,801 | 11,164 | Shares | Sole | 2022-07-22 | |
| 2022-03-31 | $951,842 | 11,164 | Shares | Sole | 2022-04-25 | |
| 2021-12-31 | $1,370,805 | 11,431 | Shares | Sole | 2022-01-19 | |
| 2021-09-30 | $1,380,763 | 11,164 | Shares | Sole | 2021-10-13 | |
| 2021-06-30 | $1,339,233 | 11,164 | Shares | Sole | 2021-07-22 | |
| 2021-03-31 | $1,050,117 | 9,984 | Shares | Sole | 2021-04-14 | |
| 2020-12-31 | $1,016,271 | 9,984 | Shares | Sole | 2021-01-20 | |
| 2020-09-30 | $839,854 | 9,984 | Shares | Sole | 2020-10-23 | |
| 2020-06-30 | $709,623 | 10,924 | 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. | ||||||