Position in XYL
as of Jun 30, 2026
· filed Jul 24, 2026
Position Value
$3,664
-$1,355 QoQ
Shares Held
31
-26.2% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#1,037
of 1,091 holders
Holding Since
Dec 2025
3 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, 2026Lodestone Wealth Management LLC holds $439,830 across 13 Specialty Industrial Machinery names. XYL ranks #7 (0.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ETN |
Eaton Corp plc
|
270 | $115,052 | |
| 2 | PH |
Parker-Hannifin Corp
|
116 | $113,461 | |
| 3 | AMSC |
American Superconductor Corp /De/
|
2,297 | $95,348 | |
| 4 | GEV |
GE Vernova Inc.
|
55 | $64,617 | |
| 5 | ITW |
Illinois Tool Works Inc
|
114 | $30,833 | |
| 6 | CMI |
Cummins Inc
|
11 | $7,845 | |
| 7 | XYL |
Xylem Inc.
This page
|
31 | $3,664 | |
| 8 | AME |
Ametek Inc/
|
10 | $2,419 |
All Filings in XYL
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $3,664 | 31 | Shares | Sole | 2026-07-24 | |
| 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. | ||||||