Position in XYL
as of Jun 30, 2026
· filed Jul 17, 2026
Position Value
$6,679,691
-$296,838 QoQ
Shares Held
56,507
-3.2% QoQ
Ownership
0.024%
of shares outstanding
% of Portfolio
0.39%
of 13F equity value
Holder Rank
#277
of 1,089 holders
Holding Since
Mar 2025
6 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in XYL Over Time
Shares Held
Position Value (USD)
Position in Specialty Industrial Machinery
Industrials · as of Jun 30, 2026GRIMES & Co WEALTH MANAGEMENT, LLC holds $63,853,911 across 12 Specialty Industrial Machinery names. XYL ranks #4 (10.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ETN |
Eaton Corp plc
|
59,256 | $25,250,166 | |
| 2 | GNRC |
Generac Holdings Inc.
|
33,633 | $9,848,078 | |
| 3 | AME |
Ametek Inc/
|
30,429 | $7,361,991 | |
| 4 | XYL |
Xylem Inc.
This page
|
56,507 | $6,679,691 | |
| 5 | GEV |
GE Vernova Inc.
|
5,656 | $6,645,007 | |
| 6 | ITW |
Illinois Tool Works Inc
|
9,947 | $2,690,364 | |
| 7 | GGG |
Graco Inc
|
26,137 | $1,976,218 | |
| 8 | EMR |
Emerson Electric Co
|
9,861 | $1,411,601 |
All Filings in XYL
Export CSV
6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $6,679,691 | 56,507 | Shares | Other | 2026-07-17 | |
| 2026-03-31 | $6,976,529 | 58,381 | Shares | Sole | 2026-04-21 | |
| 2025-12-31 | $8,178,562 | 60,057 | Shares | Sole | 2026-02-03 | |
| 2025-09-30 | $9,652,842 | 65,443 | Shares | Sole | 2025-10-27 | |
| 2025-06-30 | $9,782,073 | 75,619 | Shares | Sole | 2025-07-22 | |
| 2025-03-31 | $13,096,399 | 109,630 | Shares | Sole | 2025-04-17 | |
| No filing history on record for this holder in this stock. | ||||||