Keudell/Morrison Wealth Management

Position in XYL — Xylem Inc.

CIK 1785498 Salem, OR

Position in XYL

as of Jun 30, 2026 · filed Jul 15, 2026 Compact

Position Value

$473,194

+$113,499 QoQ

Shares Held

4,003

+33.0% QoQ

Ownership

0.002%

of shares outstanding

% of Portfolio

0.22%

of 13F equity value

Holder Rank

#655

of 1,083 holders

Holding Since

Mar 2025

5 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Industrials · as of Jun 30, 2026

Keudell/Morrison Wealth Management holds $1,328,854 across 4 Specialty Industrial Machinery names. XYL ranks #1 (35.6% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	XYL	Xylem Inc. This page	4,003	$473,194
2	FLS	Flowserve Corp	4,249	$315,105
3	ETN	Eaton Corp plc	637	$271,438
4	ITW	Illinois Tool Works Inc	995	$269,117

5 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$473,194	4,003	+33.0%	Shares	Sole	2026-07-15
2026-03-31	$359,695	3,010	+31.3%	Shares	Sole	2026-04-20
2025-12-31	$312,124	2,292	+22.3%	Shares	Sole	2026-02-06
2025-06-30	$242,420	1,874	+1.6%	Shares	Sole	2025-07-22
2025-03-31	$220,403	1,845	—	Shares	Sole	2025-04-23
No filing history on record for this holder in this stock.