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Lantz Financial’s Xylem XYL Stock Holding History

Lantz Financial’s Portfolio XYL Stock Details XYL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$354K Sell
2,991
-263
-8% -$30.4K 0.06% 206
2026
Q1 		$389K Sell
3,254
-13
-0.4% -$1.71K 0.08% 185
2025
Q4 		$445K Buy
3,267
+253
+8% +$36.4K 0.09% 172
2025
Q3 		$445K Buy
3,014
+1,001
+50% +$139K 0.1% 167
2025
Q2 		$260K Buy
2,013
+52
+3% +$6.3K 0.06% 196
2025
Q1 		$234K Sell
1,961
-10
-0.5% -$1.24K 0.06% 191
2024
Q4 		$229K Sell
1,971
-490
-20% -$61.9K 0.06% 202
2024
Q3 		$332K Hold
2,461
– – 0.09% 171
2024
Q2 		$334K Buy
2,461
+9
+0.4% +$1.22K 0.1% 156
2024
Q1 		$317K Buy
2,452
+2
+0.1% +$242 0.1% 160
2023
Q4 		$280K Sell
2,450
-6
-0.2% -$599 0.1% 166
2023
Q3 		$224K Buy
2,456
+21
+0.9% +$2.17K 0.09% 168
2023
Q2 		$274K Sell
2,435
-110
-4% -$11.6K 0.11% 157
2023
Q1 		$266K Sell
2,545
-141
-5% -$14.7K 0.11% 147
2022
Q4 		$297K Hold
2,686
– – 0.14% 131
2022
Q3 		$235K Hold
2,686
– – 0.12% 137
2022
Q2 		$210K Hold
2,686
– – 0.09% 158
2022
Q1 		$229K Buy
2,686
+220
+9% +$21.1K 0.09% 156
2021
Q4 		$296K Hold
2,466
– – 0.14% 129
2021
Q3 		$305K Buy
2,466
+250
+11% +$32.2K 0.16% 120
2021
Q2 		$266K Hold
2,216
– – 0.14% 129
2021
Q1 		$233K Hold
2,216
– – 0.13% 121
2020
Q4 		$226K Sell
2,216
-400
-15% -$37.6K 0.14% 113
2020
Q3 		$220K Buy
+2,616
New +$204K 0.15% 108
2020
Q1 		– Sell
-2,616
Closed -$206K – 133
2019
Q4 		$206K Sell
2,616
-400
-13% -$31.1K 0.12% 127
2019
Q3 		$225K Hold
3,016
– – 0.15% 116
2019
Q2 		$251K Hold
3,016
– – 0.17% 109
2019
Q1 		$238K Buy
+3,016
New +$220K 0.17% 103

Other funds holding XYL

Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
LMFP
Larry Mathis Financial Planning Phoenix, Arizona $124B AUM
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
AIM
Achmea Investment Management Zeist, Netherlands $4B AUM 31.99% 1-Year Est. Return
CTB
Country Trust Bank Bloomington, Illinois $5.71B AUM 25.48% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
SFA
Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
AV
ASR Vermogensbeheer Utrecht, Netherlands $9.71B AUM 37.32% 1-Year Est. Return
OIAM
OFI Invest Asset Management Paris, France $10B AUM 48.47% 1-Year Est. Return

Lantz Financial's XYL Position: Q2 2026 in Review

Lantz Financial reduced its Xylem (XYL) stake by 8.1% in Q2 2026, selling an estimated $30.4K and leaving 2,991 shares worth $354K. The position accounts for 0.06% of the portfolio, ranked #206.

Lantz Financial first reported a position in XYL in Q1 2019 and has held it in 28 quarters since. The position peaked at $445K in Q4 2025. 186 funds tracked by Wall St. Rank hold XYL as of Q2 2026.

  • Lantz Financial held 2,991 shares of Xylem worth $354K as of Q2 2026.
  • Lantz Financial sold 263 Xylem shares in Q2 2026, an estimated $30.4K.
  • Xylem made up 0.06% of Lantz Financial's portfolio in Q2 2026, its #206 holding.
  • Lantz Financial first reported a position in Xylem in Q1 2019 and has held it in 28 quarters since.
  • Lantz Financial's Xylem position peaked at $445K in Q4 2025.
  • 186 funds tracked by Wall St. Rank held Xylem as of Q2 2026.

Based on Lantz Financial's 13F filing for Q2 2026, filed 9 Jul 2026.