XYL XYLEM INC

Ownership history in HALL LAURIE J TRUSTEE  ·  39 quarters on record

AI Ownership Summary

HALL LAURIE J TRUSTEE reported XYLEM INC (XYL) in 39 quarterly 13F filings from 2023 Q4 through 2026 Q1. Peak portfolio weight reached 1.53% in 2024 Q2. The latest visible filing shows XYL at 1.38% 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 HALL LAURIE J TRUSTEE'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 1.38% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
1.53% 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 HALL LAURIE J TRUSTEE 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 ADDED 32,646 +390 +1.2% 1.38% $3.9M 2026-04-06 $123.85
2025 Q4 ADDED 32,256 +565 +1.8% 1.46% $4.4M 2026-01-20 $138.35
2025 Q3 REDUCED 31,691 -395 -1.2% 1.53% $4.7M 2025-10-14 $145.66
2025 Q2 REDUCED 32,086 -50 -0.2% 1.37% $4.2M 2025-07-15 $128.51
2025 Q1 REDUCED 32,136 -999 -3.0% 1.37% $3.8M 2025-05-15 $125.09
2024 Q4 ADDED 33,135 +45 +0.1% 1.26% $4K 2025-01-16 $117.15
2024 Q3 ADDED 33,090 +603 +1.9% 1.42% $4K 2024-10-08 $131.80
2024 Q2 REDUCED 32,487 -250 -0.8% 1.53% $4K 2024-07-22 $136.48
2024 Q1 ADDED 32,737 +295 +0.9% 1.49% $4K 2024-04-23 $127.71
2023 Q4 ADDED 32,442 +698 +2.2% 1.42% $4K 2024-01-11 $108.78
29 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

FAQ About HALL LAURIE J TRUSTEE and XYL

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

How long has HALL LAURIE J TRUSTEE reported owning XYL?

HALL LAURIE J TRUSTEE reported XYL across 10 quarterly 13F filings, from 2023 Q4 through 2026 Q1.

What was the largest reported XYL position in HALL LAURIE J TRUSTEE's portfolio?

The largest reported portfolio weight for XYL was 1.53% in 2024 Q2.

What is the latest reported XYL position on this page?

The most recent filing on this page is 2026 Q1, when HALL LAURIE J TRUSTEE reported 32,646 shares, equal to 1.38% of portfolio, with an estimated market value of $3.9M.

What does the chart on this XYL ownership page compare?

The chart compares HALL LAURIE J TRUSTEE'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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