Position in XYL
as of Mar 31, 2026
· filed May 1, 2026
Position Value
$5,019
-$700 QoQ
Shares Held
42
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2025
2 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 Mar 31, 2026Lodestone Wealth Management LLC holds $343,811 across 12 Specialty Industrial Machinery names. XYL ranks #7 (1.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PH |
Parker-Hannifin Corp
|
116 | $103,847 | |
| 2 | ETN |
Eaton Corp plc
|
270 | $96,570 | |
| 3 | GEV |
GE Vernova Inc.
|
55 | $48,009 | |
| 4 | AMSC |
American Superconductor Corp /De/
|
1,054 | $35,677 | |
| 5 | ITW |
Illinois Tool Works Inc
|
114 | $29,673 | |
| 6 | CMI |
Cummins Inc
|
25 | $13,450 | |
| 7 | XYL |
Xylem Inc.
This page
|
42 | $5,019 | |
| 8 | DOV |
DOVER Corp
|
18 | $3,752 |
All Filings in XYL
Export CSV
2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $5,019 | 42 | Shares | Sole | 2026-05-01 | |
| 2025-12-31 | $5,719 | 42 | Shares | Sole | 2026-01-15 | |
| No filing history on record for this holder in this stock. | ||||||