XYL Xylem Inc.

Ownership history in BOSTON RESEARCH & MANAGEMENT INC  ·  52 quarters on record

AI Ownership Summary

BOSTON RESEARCH & MANAGEMENT INC reported Xylem Inc. (XYL) in 52 quarterly 13F filings from 2023 Q4 through 2026 Q1. Peak portfolio weight reached 2.21% in 2024 Q2. The latest visible filing shows XYL at 1.59% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this XYL ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was BOSTON RESEARCH & MANAGEMENT INC's position in Xylem Inc., and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q1

XYL was reported at 1.59% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
2.21% in 2024 Q2

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2023 Q4 to 2026 Q1

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How BOSTON RESEARCH & MANAGEMENT INC held XYL — position size vs. price
% of Fund (quarterly)    XYL price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 10 quarters  
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 REDUCED 56,127 -1,518 -2.6% 1.59% $7K 2026-04-10 $128.72
2025 Q4 REDUCED 57,645 -7,029 -10.9% 1.81% $7.8M 2026-02-11 $126.34
2025 Q3 REDUCED 64,674 -15 -0.0% 2.10% $9.5M 2025-11-12 $148.94
2025 Q2 REDUCED 64,689 -128 -0.2% 2.00% $8.4M 2025-08-12 $142.15
2025 Q1 REDUCED 64,817 -345 -0.5% 1.92% $7.7M 2025-05-12 $125.71
2024 Q4 REDUCED 65,162 -544 -0.8% 1.86% $7.6M 2025-02-12 $127.94
2024 Q3 ADDED 65,706 +1,230 +1.9% 2.08% $8.9M 2024-11-12 $122.56
2024 Q2 REDUCED 64,476 -1,166 -1.8% 2.21% $8.7M 2024-08-13 $129.01
2024 Q1 REDUCED 65,642 -50 -0.1% 2.10% $8.5M 2024-05-14 $138.79
2023 Q4 ADDED 65,692 +1,572 +2.5% 1.99% $7.5M 2024-02-12 $120.11
42 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

FAQ About BOSTON RESEARCH & MANAGEMENT INC and XYL

These are the practical questions this page is built to answer before you even open the full history table.

How long has BOSTON RESEARCH & MANAGEMENT INC reported owning XYL?

BOSTON RESEARCH & MANAGEMENT INC reported XYL across 10 quarterly 13F filings, from 2023 Q4 through 2026 Q1.

What was the largest reported XYL position in BOSTON RESEARCH & MANAGEMENT INC's portfolio?

The largest reported portfolio weight for XYL was 2.21% in 2024 Q2.

What is the latest reported XYL position on this page?

The most recent filing on this page is 2026 Q1, when BOSTON RESEARCH & MANAGEMENT INC reported 56,127 shares, equal to 1.59% of portfolio, with an estimated market value of $7K.

What does the chart on this XYL ownership page compare?

The chart compares BOSTON RESEARCH & MANAGEMENT INC's quarterly XYL portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

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