Larry Mathis Financial Planning’s Xylem XYL Stock Holding History

Larry Mathis Financial Planning’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	$209K	Buy	+1,764	New	+$204K	0.16%	143

Other funds holding XYL

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Amundi Paris, France $416B AUM 44.19% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Impax Asset Management Group London, United Kingdom $15.4B AUM 26.43% 1-Year Est. Return

Larry Mathis Financial Planning's XYL Position: Q2 2026 in Review

Larry Mathis Financial Planning opened a new position in Xylem (XYL) in Q2 2026: 1,764 shares worth $209K. The stake represents 0.16% of the portfolio and ranks #143 among its holdings.

1,103 funds tracked by Wall St. Rank hold XYL as of Q2 2026.

Larry Mathis Financial Planning held 1,764 shares of Xylem worth $209K as of Q2 2026.
Xylem was a new Larry Mathis Financial Planning position in Q2 2026.
Xylem made up 0.16% of Larry Mathis Financial Planning's portfolio in Q2 2026, its #143 holding.
1,103 funds tracked by Wall St. Rank held Xylem as of Q2 2026.

Based on Larry Mathis Financial Planning's 13F filing for Q2 2026, filed 17 Jul 2026.